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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

83 hedge funds and large institutions have $124M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.06% less ownership

Funds ownership: 75.06%73% (-2.1%)

9% less funds holding

Funds holding: 9183 (-8)

20% less capital invested

Capital invested by funds: $155M → $124M (-$31.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

74% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 39

Holders
83
Holders Change
-8
Holders Change %
-8.79%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
10
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
76
Atlantic Private Wealth
North Carolina
$39.7K -$278K -9,912 -88%
HNB
77
Huntington National Bank
Ohio
$32.8K
PS
78
Principal Securities
Iowa
$15.7K
CAL
79
Capital Analysts LLC
Pennsylvania
$15K
PA
80
Parallel Advisors
California
$14K
SPIA
81
Steward Partners Investment Advisory
New York
$11.3K
MCM
82
MAI Capital Management
Ohio
$5.69K
SCM
83
Sterling Capital Management
North Carolina
$3.45K
AssetMark Inc
84
AssetMark Inc
California
$1.07K
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
-$780K -28,088 Closed
OMC
86
Old Mission Capital
Illinois
-$733K -26,379 Closed
CA
87
CGN Advisors
Kansas
-$730K -26,280 Closed
Raymond James Financial
88
Raymond James Financial
Florida
-$486K -17,488 Closed
PWMG
89
Pinnacle Wealth Management Group
Michigan
-$427K -15,360 Closed
BFWM
90
Bright Futures Wealth Management
New York
-$364K -12,967 Closed
PCA
91
Prosperity Capital Advisors
Ohio
-$236K -8,508 Closed
CW
92
CreativeOne Wealth
Kansas
-$226K -8,130 Closed
AWS
93
Atria Wealth Solutions
New York
-$223K -8,028 Closed
AAP
94
Arax Advisory Partners
Colorado
-$76.5K -2,754 Closed
CFGS
95
Concourse Financial Group Securities
Alabama
-$65.6K -2,345 Closed