We are live on ! Find out more
TJUL icon

Innovator Equity Defined Protection ETF - 2 Yr to July 2027

90 hedge funds and large institutions have $133M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 37 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

2% less funds holding

Funds holding: 9290 (-2)

3.97% less ownership

Funds ownership: 64.64%60.67% (-4%)

13% less capital invested

Capital invested by funds: $153M → $133M (-$19.5M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

68% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 37

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
5
Increased
12
Reduced
37
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$32.2M -$2.71M -102,785 -8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20M -$1.65M -62,602 -8%
VBFG
3
Vishria Bird Financial Group
Tennessee
$10.7M -$83.2K -3,151 -0.8%
AWM
4
AE Wealth Management
Kansas
$6.94M -$344K -13,015 -5%
SB
5
Strategic Blueprint
Georgia
$5.08M -$197K -7,478 -4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.24M -$146K -5,540 -4%
KWM
7
KFG Wealth Management
Indiana
$2.94M -$26K -986 -0.9%
BCM
8
Brookstone Capital Management
Illinois
$2.88M -$31.3K -1,184 -1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.86M -$399K -15,099 -12%
KAS
10
Kestra Advisory Services
Texas
$2.8M +$331K +12,525 +14%
FWIA
11
Fort Washington Investment Advisors
Ohio
$2.2M
TF
12
Trek Financial
Arizona
$2.08M -$347K -13,144 -15%
MOS
13
MGO One Seven
Ohio
$2.07M -$212K -8,048 -9%
CF
14
Centaurus Financial
California
$1.88M -$23.3K -883 -1%
SPWG
15
Syntegra Private Wealth Group
Missouri
$1.67M
DI
16
Diligent Investors
California
$1.61M -$13.2K -500 -0.8%
FIA
17
Foundations Investment Advisors
Arizona
$1.31M -$12.2K -462 -0.9%
NA
18
NewEdge Advisors
Louisiana
$1.3M -$1.32M -50,165 -51%
MFG
19
MTM Financial Group
Pennsylvania
$1.18M -$7.92K -300 -0.7%
CWS
20
Cypress Wealth Services
California
$1.11M
LSPW
21
Lake Street Private Wealth
Illinois
$1.08M -$129K -4,900 -11%
RVPG
22
Relative Value Partners Group
$1.08M +$1.06M +40,305 New
MW
23
Maia Wealth
Colorado
$1.01M +$985K +37,302 New
HI
24
Harbour Investments
Wisconsin
$1M -$33.7K -1,275 -3%
BIM
25
Bullseye Investment Management
Ohio
$1M -$2.22M -84,094 -69%