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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

92 hedge funds and large institutions have $153M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

20% more capital invested

Capital invested by funds: $127M → $153M (+$25.5M)

7.63% more ownership

Funds ownership: 57.01%64.64% (+7.6%)

7% more funds holding

Funds holding: 8692 (+6)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
25
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$34.3M +$10.5M +403,140 +45%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21.3M -$717K -27,598 -3%
VBFG
3
Vishria Bird Financial Group
Tennessee
$10.6M -$145K -5,591 -1%
AWM
4
AE Wealth Management
Kansas
$7.16M -$284K -10,942 -4%
SB
5
Strategic Blueprint
Georgia
$5.18M +$1.03M +39,768 +25%
AGA
6
Accuvest Global Advisors
Utah
$4.59M +$4.53M +174,380 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.33M -$210K -8,098 -6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.21M +$2.65M +102,188 +514%
BIM
9
Bullseye Investment Management
Ohio
$3.19M -$1.83M -70,566 -37%
KWM
10
KFG Wealth Management
Indiana
$2.92M +$208K +8,012 +8%
BCM
11
Brookstone Capital Management
Illinois
$2.84M +$293K +11,293 +12%
NA
12
NewEdge Advisors
Louisiana
$2.6M -$391K -15,056 -13%
KAS
13
Kestra Advisory Services
Texas
$2.42M +$516K +19,885 +28%
TF
14
Trek Financial
Arizona
$2.38M +$362K +13,939 +18%
CA
15
Cetera Advisors
Colorado
$2.29M +$933K +35,926 +70%
FD
16
Financial Designs
California
$2.25M +$2.22M +85,660 New
MOS
17
MGO One Seven
Ohio
$2.25M -$41.5K -1,600 -2%
FWIA
18
Fort Washington Investment Advisors
Ohio
$2.17M
CF
19
Centaurus Financial
California
$1.87M -$50.7K -1,951 -3%
SPWG
20
Syntegra Private Wealth Group
Missouri
$1.64M +$191K +7,363 +13%
DI
21
Diligent Investors
California
$1.59M
FIA
22
Foundations Investment Advisors
Arizona
$1.3M -$4.62K -178 -0.4%
PCA
23
Prosperity Capital Advisors
Ohio
$1.29M +$995K +38,335 +355%
LSPW
24
Lake Street Private Wealth
Illinois
$1.19M -$21.3K -820 -2%
MFG
25
MTM Financial Group
Pennsylvania
$1.17M -$95.1K -3,662 -8%