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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

91 hedge funds and large institutions have $155M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 8991 (+2)

4% more capital invested

Capital invested by funds: $149M → $155M (+$5.38M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12.33% less ownership

Funds ownership: 87.39%75.06% (-12%)

78% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 41

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
9
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMC
76
Investment Management Corporation
Virginia
$133K +$133K +4,800 New
CA
77
CoreCap Advisors
Michigan
$125K -$18.8K -680 -13%
AF
78
Advisornet Financial
Minnesota
$112K
CIAS
79
Capital Investment Advisory Services
North Carolina
$111K -$82.9K -3,000 -43%
AAP
80
Arax Advisory Partners
Colorado
$76.5K -$20.2K -730 -21%
CFGS
81
Concourse Financial Group Securities
Alabama
$65.6K
Morgan Stanley
82
Morgan Stanley
New York
$43K -$28.6K -1,036 -40%
HNB
83
Huntington National Bank
Ohio
$32.4K
UBS Group
84
UBS Group
Switzerland
$27.7K -$184K -6,655 -87%
PS
85
Principal Securities
Iowa
$15.7K +$12.3K +445 +365%
CAL
86
Capital Analysts LLC
Pennsylvania
$15K
PA
87
Parallel Advisors
California
$13.9K
SPIA
88
Steward Partners Investment Advisory
New York
$11.2K
MCM
89
MAI Capital Management
Ohio
$5.63K +$5.61K +203 New
SCM
90
Sterling Capital Management
North Carolina
$3.42K
GRP
91
Global Retirement Partners
California
$2.78K
AssetMark Inc
92
AssetMark Inc
California
$1.05K +$1.05K +38 New
IAIM
93
International Assets Investment Management
Florida
-$39.8K -1,530,233 Closed
FWIA
94
Fort Washington Investment Advisors
Ohio
-$1.55M -56,500 Closed
CWS
95
Cypress Wealth Services
California
-$1.1M -40,193 Closed
Goldman Sachs
96
Goldman Sachs
New York
-$653K -23,780 Closed
JWBC
97
John W. Brooker & Co
California
-$499K -18,175 Closed
Jane Street
98
Jane Street
New York
-$425K -15,476 Closed
IA
99
IFG Advisory
Georgia
-$295K -10,760 Closed
TA
100
TKG Advisors
Indiana
-$220K -8,000 Closed