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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

62 hedge funds and large institutions have $84.8M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

52.36% more ownership

Funds ownership: 0%52.36% (+52%)

Holders
62
Holders Change
+62
Holders Change %
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
62
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$18.8M +$19.1M +769,999 New
VBFG
2
Vishria Bird Financial Group
Tennessee
$10.1M +$10.2M +413,219 New
BIM
3
Bullseye Investment Management
Ohio
$6.77M +$6.86M +277,350 New
AWM
4
AE Wealth Management
Kansas
$4.96M +$5.02M +202,933 New
AGA
5
Accuvest Global Advisors
Utah
$3.99M +$4.05M +163,502 New
NA
6
NewEdge Advisors
Louisiana
$3.21M +$3.25M +131,302 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.02M +$3.06M +123,672 New
Jane Street
8
Jane Street
New York
$2.4M +$2.43M +98,231 New
BCM
9
Brookstone Capital Management
Illinois
$2.11M +$2.14M +86,388 New
SB
10
Strategic Blueprint
Georgia
$2.01M +$2.04M +82,380 New
FWIA
11
Fort Washington Investment Advisors
Ohio
$2.01M +$2.04M +82,300 New
KWM
12
KFG Wealth Management
Indiana
$1.84M +$1.86M +75,209 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.46M +$1.47M +59,563 New
TF
14
Trek Financial
Arizona
$1.3M +$1.32M +53,213 New
MFG
15
MTM Financial Group
Pennsylvania
$1.03M +$1.04M +42,203 New
CWS
16
Cypress Wealth Services
California
$1.02M +$1.03M +41,600 New
MOS
17
MGO One Seven
Ohio
$1.01M +$1.02M +41,350 New
EP
18
Eudaimonia Partners
Tennessee
$1M +$1.02M +41,023 New
PG
19
Prostatis Group
Maryland
$900K +$903K +36,477 New
CF
20
Centaurus Financial
California
$867K +$879K +35,500 New
KAS
21
Kestra Advisory Services
Texas
$814K +$825K +33,330 New
CA
22
Cetera Advisors
Colorado
$802K +$813K +32,861 New
CA
23
CGN Advisors
Kansas
$779K +$790K +31,918 New
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$726K +$736K +29,728 New
CAN
25
Cetera Advisor Networks
California
$716K +$726K +29,326 New