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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

86 hedge funds and large institutions have $127M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

158% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 12

50% more capital invested

Capital invested by funds: $84.8M → $127M (+$42.4M)

39% more funds holding

Funds holding: 6286 (+24)

4.66% more ownership

Funds ownership: 52.36%57.01% (+4.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
86
Holders Change
+24
Holders Change %
+38.71%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
28
Increased
31
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$23.1M +$22.4M +900,781 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21.5M +$1.7M +68,455 +9%
VBFG
3
Vishria Bird Financial Group
Tennessee
$10.5M -$142K -5,722 -1%
AWM
4
AE Wealth Management
Kansas
$7.32M +$1.99M +80,086 +39%
BIM
5
Bullseye Investment Management
Ohio
$4.92M -$2.13M -85,662 -31%
SB
6
Strategic Blueprint
Georgia
$4.04M +$1.87M +74,911 +91%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.46M +$272K +10,908 +9%
NA
8
NewEdge Advisors
Louisiana
$2.94M -$436K -17,491 -13%
KWM
9
KFG Wealth Management
Indiana
$2.64M +$688K +27,611 +37%
BCM
10
Brookstone Capital Management
Illinois
$2.48M +$258K +10,379 +12%
MOS
11
MGO One Seven
Ohio
$2.23M +$1.14M +45,648 +110%
FWIA
12
Fort Washington Investment Advisors
Ohio
$2.11M
TF
13
Trek Financial
Arizona
$1.97M +$585K +23,490 +44%
CF
14
Centaurus Financial
California
$1.87M +$933K +37,476 +106%
KAS
15
Kestra Advisory Services
Texas
$1.85M +$963K +38,694 +116%
KWM
16
Kingsview Wealth Management
Oregon
$1.78M +$1.15M +46,069 +197%
DI
17
Diligent Investors
California
$1.55M +$988K +39,665 +191%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.44M +$684K +27,467 +95%
SPWG
19
Syntegra Private Wealth Group
Missouri
$1.41M +$844K +33,901 +162%
CA
20
Cetera Advisors
Colorado
$1.31M +$455K +18,273 +56%
FIA
21
Foundations Investment Advisors
Arizona
$1.28M +$1.23M +49,508 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.27M -$254K -10,200 -17%
MFG
23
MTM Financial Group
Pennsylvania
$1.24M +$149K +5,995 +14%
LSPW
24
Lake Street Private Wealth
Illinois
$1.18M +$1.15M +46,025 New
CWS
25
Cypress Wealth Services
California
$1.07M