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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

89 hedge funds and large institutions have $149M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

26.72% more ownership

Funds ownership: 60.67%87.39% (+27%)

12% more capital invested

Capital invested by funds: $133M → $149M (+$16.3M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% less funds holding

Funds holding: 9089 (-1)

59% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 32

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
13
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CoreCap Advisors
Michigan
$142K -$4.93K -182 -3%
AF
77
Advisornet Financial
Minnesota
$110K
AAP
78
Arax Advisory Partners
Colorado
$95.6K
Morgan Stanley
79
Morgan Stanley
New York
$70.9K
CFGS
80
Concourse Financial Group Securities
Alabama
$64.3K
IAIM
81
International Assets Investment Management
Florida
$39.8K +$41.5M +1,530,233 New
HNB
82
Huntington National Bank
Ohio
$32K
CAL
83
Capital Analysts LLC
Pennsylvania
$14K
PA
84
Parallel Advisors
California
$13.7K
SPIA
85
Steward Partners Investment Advisory
New York
$11.1K
SCM
86
Sterling Capital Management
North Carolina
$3.38K +$3.33K +123 New
PS
87
Principal Securities
Iowa
$3.35K -$108K -4,000 -97%
CPA
88
Clear Point Advisors
New York
$2.74K
GRP
89
Global Retirement Partners
California
$2.74K
Barclays
90
Barclays
United Kingdom
$1.37K +$1.35K +50 New
GSIAS
91
Garden State Investment Advisory Services
New Jersey
-$470K -17,567 Closed
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
-$467K -17,427 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
-$446K -16,648 Closed
SOS
94
Silver Oak Securities
Tennessee
-$259K -9,682 Closed
FCFC
95
First Commonwealth Financial Corp
Pennsylvania
-$229K -8,561 Closed
Truist Financial
96
Truist Financial
North Carolina
-$218K -8,123 Closed
FNWA
97
Financial Network Wealth Advisors
Utah
-$38.3K -1,431 Closed
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
-$34.9K -1,300 Closed
AssetMark Inc
99
AssetMark Inc
California
-$5.62K -210 Closed