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Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL

Overview Fund Activity

91 hedge funds and large institutions have $152M 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, 22 reducing their positions, and 7 closing their positions.

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.32%
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
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$34.3M
2
AGA
2
Accuvest Global Advisors
Utah
$4.59M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.21M
4
FD
4
Financial Designs
California
$2.25M
5
SB
5
Strategic Blueprint
Georgia
$5.18M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$381K
2
BIM
2
Bullseye Investment Management
Ohio
$3.19M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$318K
4
KWM
4
Kingsview Wealth Management
Oregon
$989K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Amplius Wealth Advisors
Pennsylvania
$34.3M 1,303,921 +403,140 +45%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21.3M 810,856 -27,598 -3%
VBFG
3
Vishria Bird Financial Group
Tennessee
$10.6M 401,906 -5,591 -1%
AWM
4
AE Wealth Management
Kansas
$7.16M 272,077 -10,942 -4%
SB
5
Strategic Blueprint
Georgia
$5.18M 197,059 +39,768 +25%
AGA
6
Accuvest Global Advisors
Utah
$4.59M 174,380 +174,380 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.33M 126,482 -8,098 -6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.21M 122,058 +102,188 +514%
BIM
9
Bullseye Investment Management
Ohio
$3.19M 121,122 -70,566 -37%
KWM
10
KFG Wealth Management
Indiana
$2.92M 110,832 +8,012 +8%
BCM
11
Brookstone Capital Management
Illinois
$2.84M 108,060 +11,293 +12%
NA
12
NewEdge Advisors
Louisiana
$2.6M 98,755 -15,056 -13%
KAS
13
Kestra Advisory Services
Texas
$2.42M 91,909 +19,885 +28%
TF
14
Trek Financial
Arizona
$2.38M 90,642 +13,939 +18%
CA
15
Cetera Advisors
Colorado
$2.29M 87,060 +35,926 +70%
FD
16
Financial Designs
California
$2.25M 85,660 +85,660 New
MOS
17
MGO One Seven
Ohio
$2.25M 85,398 -1,600 -2%
FWIA
18
Fort Washington Investment Advisors
Ohio
$2.17M 82,300 – –
CF
19
Centaurus Financial
California
$1.87M 71,025 -1,951 -3%
SPWG
20
Syntegra Private Wealth Group
Missouri
$1.64M 62,204 +7,363 +13%
DI
21
Diligent Investors
California
$1.59M 60,465 – –
FIA
22
Foundations Investment Advisors
Arizona
$1.3M 49,330 -178 -0.4%
PCA
23
Prosperity Capital Advisors
Ohio
$1.29M 49,127 +38,335 +355%
LSPW
24
Lake Street Private Wealth
Illinois
$1.19M 45,205 -820 -2%
CWS
25
Cypress Wealth Services
California
$1.09M 41,600 – –
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