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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

85 hedge funds and large institutions have $126M 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, 30 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
85
Holders Change
+24
Holders Change %
+39.34%
% 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
30
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Amplius Wealth Advisors
Pennsylvania
$23.1M 900,781 +900,781 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21.5M 838,454 +68,455 +9%
VBFG
3
Vishria Bird Financial Group
Tennessee
$10.5M 407,497 -5,722 -1%
AWM
4
AE Wealth Management
Kansas
$7.32M 283,019 +80,086 +39%
BIM
5
Bullseye Investment Management
Ohio
$4.92M 191,688 -85,662 -31%
SB
6
Strategic Blueprint
Georgia
$4.04M 157,291 +74,911 +91%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.46M 134,580 +10,908 +9%
NA
8
NewEdge Advisors
Louisiana
$2.94M 113,811 -17,491 -13%
KWM
9
KFG Wealth Management
Indiana
$2.64M 102,820 +27,611 +37%
BCM
10
Brookstone Capital Management
Illinois
$2.48M 96,767 +10,379 +12%
MOS
11
MGO One Seven
Ohio
$2.23M 86,998 +45,648 +110%
FWIA
12
Fort Washington Investment Advisors
Ohio
$2.11M 82,300
TF
13
Trek Financial
Arizona
$1.97M 76,703 +23,490 +44%
CF
14
Centaurus Financial
California
$1.87M 72,976 +37,476 +106%
KAS
15
Kestra Advisory Services
Texas
$1.85M 72,024 +38,694 +116%
KWM
16
Kingsview Wealth Management
Oregon
$1.78M 69,418 +46,069 +197%
DI
17
Diligent Investors
California
$1.55M 60,465 +39,665 +191%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.44M 56,242 +27,467 +95%
SPWG
19
Syntegra Private Wealth Group
Missouri
$1.41M 54,841 +33,901 +162%
CA
20
Cetera Advisors
Colorado
$1.31M 51,134 +18,273 +56%
FIA
21
Foundations Investment Advisors
Arizona
$1.28M 49,508 +49,508 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.27M 49,363 -10,200 -17%
LSPW
23
Lake Street Private Wealth
Illinois
$1.18M 46,025 +46,025 New
CWS
24
Cypress Wealth Services
California
$1.07M 41,600
EP
25
Eudaimonia Partners
Tennessee
$1.04M 40,378 -645 -2%