We are live on ! Find out more
TJUL icon

Innovator Equity Defined Protection ETF - 2 Yr to July 2027

92 hedge funds and large institutions have $130M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 11 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

15% more funds holding

Funds holding: 8092 (+12)

5% more capital invested

Capital invested by funds: $123M → $130M (+$6.73M)

5.48% more ownership

Funds ownership: 73.41%78.89% (+5.5%)

61% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
11
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
76
Lloyd Advisory Services
Georgia
$110K +$109K +3,702 New
CA
77
CoreCap Advisors
Michigan
$98.8K
KFAS
78
Keating Financial Advisory Services
Kansas
$79.7K +$79.3K +2,694 New
Barclays
79
Barclays
United Kingdom
$67.1K +$66.8K +2,268 New
CI
80
CX Institutional
Indiana
$60K +$59.7K +2,028 New
SAG
81
SageView Advisory Group
California
$58.4K +$58.1K +1,975 New
Morgan Stanley
82
Morgan Stanley
New York
$48.6K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$20K -$9.92K -337 -34%
IAIM
84
International Assets Investment Management
Florida
$17.6K +$17.5K +594 New
CAL
85
Capital Analysts LLC
Pennsylvania
$15K
PA
86
Parallel Advisors
California
$14.8K
NA
87
Networth Advisors
Pennsylvania
$14.7K +$14.6K +496 New
NWMP
88
Noble Wealth Management PBC
Colorado
$12.6K -$37.5K -1,275 -75%
PWPS
89
Pinnacle Wealth Planning Services
Ohio
$4.62K +$4.59K +156 New
GRP
90
Global Retirement Partners
California
$2.96K
TCM
91
Triumph Capital Management
Colorado
$1.18K -$262K -8,888 -100%
AssetMark Inc
92
AssetMark Inc
California
$1.12K
LSPW
93
Lake Street Private Wealth
Illinois
-$700K -23,900 Closed
OMC
94
Old Mission Capital
Illinois
-$399K -13,631 Closed
SB
95
Strategic Blueprint
Georgia
-$240K -8,200 Closed
PFA
96
Plotkin Financial Advisors
Maryland
-$228K -7,801 Closed
UBS Group
97
UBS Group
Switzerland
-$51.3K -1,751 Closed
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
-$43.9K -1,500 Closed
PS
99
Principal Securities
Iowa
-$13K -445 Closed
MCM
100
MAI Capital Management
Ohio
-$5.94K -203 Closed