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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

89 hedge funds and large institutions have $149M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

26.72% more ownership

Funds ownership: 60.67%87.39% (+27%)

12% more capital invested

Capital invested by funds: $133M → $149M (+$16.3M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% less funds holding

Funds holding: 9089 (-1)

59% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 32

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
13
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$50.6M +$49.9M +1,842,535 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.8M -$749K -27,660 -4%
VBFG
3
Vishria Bird Financial Group
Tennessee
$10.9M
BFA
4
Brown Financial Advisors
Ohio
$5.71M +$5.64M +208,165 New
SB
5
Strategic Blueprint
Georgia
$5.09M -$110K -4,059 -2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.28M -$36.5K -1,349 -1%
KWM
7
KFG Wealth Management
Indiana
$2.97M -$40.6K -1,500 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.71M -$222K -8,177 -8%
BCM
9
Brookstone Capital Management
Illinois
$2.47M -$454K -16,771 -16%
KAS
10
Kestra Advisory Services
Texas
$2.39M -$466K -17,185 -16%
MOS
11
MGO One Seven
Ohio
$1.99M -$130K -4,800 -6%
CF
12
Centaurus Financial
California
$1.93M +$6.58K +243 +0.3%
BIM
13
Bullseye Investment Management
Ohio
$1.85M +$803K +29,654 +80%
SPWG
14
Syntegra Private Wealth Group
Missouri
$1.71M
DI
15
Diligent Investors
California
$1.65M
FWIA
16
Fort Washington Investment Advisors
Ohio
$1.55M -$699K -25,800 -31%
FIA
17
Foundations Investment Advisors
Arizona
$1.48M +$139K +5,128 +10%
MFG
18
MTM Financial Group
Pennsylvania
$1.42M +$202K +7,460 +17%
CWS
19
Cypress Wealth Services
California
$1.1M -$38.1K -1,407 -3%
LSPW
20
Lake Street Private Wealth
Illinois
$1.07M -$36.6K -1,350 -3%
PW
21
Paladin Wealth
Minnesota
$1.04M +$1.03M +37,950 New
HighTower Advisors
22
HighTower Advisors
Illinois
$986K
HI
23
Harbour Investments
Wisconsin
$944K -$81.8K -3,019 -8%
TF
24
Trek Financial
Arizona
$942K -$1.17M -43,151 -56%
BTWM
25
Brass Tax Wealth Management
Ohio
$903K