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Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL

Overview Fund Activity

91 hedge funds and large institutions have $152M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
25
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$34.3M
2
AGA
2
Accuvest Global Advisors
Utah
$4.59M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.21M
4
FD
4
Financial Designs
California
$2.25M
5
SB
5
Strategic Blueprint
Georgia
$5.18M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$381K
2
BIM
2
Bullseye Investment Management
Ohio
$3.19M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$318K
4
KWM
4
Kingsview Wealth Management
Oregon
$989K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AAP
76
Arax Advisory Partners
Colorado
$114K 4,330 – –
PS
77
Principal Securities
Iowa
$108K 4,122 +122 +3%
Osaic Holdings
78
Osaic Holdings
Arizona
$106K 4,038 – –
AF
79
Advisornet Financial
Minnesota
$106K 4,020 – –
IA
80
IFP Advisors
Florida
$78.9K 3,000 – –
Morgan Stanley
81
Morgan Stanley
New York
$70.4K 2,674 +2,674 New
CFGS
82
Concourse Financial Group Securities
Alabama
$61.7K 2,345 +238 +11%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$34.2K 1,300 – –
UBS Group
84
UBS Group
Switzerland
$15.7K 596 +596 New
CAL
85
Capital Analysts LLC
Pennsylvania
$14K 523 – –
PA
86
Parallel Advisors
California
$13.2K 500 – –
SPIA
87
Steward Partners Investment Advisory
New York
$10.6K 403 – –
BFEC
88
Benjamin F. Edwards & Company
Missouri
$7K 273 – –
AssetMark Inc
89
AssetMark Inc
California
$5.53K 210 +210 New
CPA
90
Clear Point Advisors
New York
$2.63K 100 – –
GRP
91
Global Retirement Partners
California
$2.63K 100 – –
WP
92
WealthPLAN Partners
Nebraska
– – -21,678 Closed
EWM
93
Executive Wealth Management
Michigan
– – -20,720 Closed
MAM
94
Milestone Asset Management
Pennsylvania
– – -10,147 Closed
IA
95
IFG Advisory
Georgia
– – -9,460 Closed
TWM
96
Tradition Wealth Management
Minnesota
– – -4,005 Closed
ASN
97
Advisory Services Network
Georgia
– – -1,026 Closed
AWM
98
Abound Wealth Management
Tennessee
– – -24 Closed
HNB
99
Huntington National Bank
Ohio
– – – –
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4