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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

91 hedge funds and large institutions have $155M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 8991 (+2)

4% more capital invested

Capital invested by funds: $149M → $155M (+$5.38M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12.33% less ownership

Funds ownership: 87.39%75.06% (-12%)

78% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 41

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
9
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$54.4M +$3.24M +117,295 +6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19M -$1.03M -37,444 -5%
VBFG
3
Vishria Bird Financial Group
Tennessee
$11M -$88.6K -3,207 -0.8%
BFA
4
Brown Financial Advisors
Ohio
$6.11M +$326K +11,796 +6%
MFS
5
Mattson Financial Services
Michigan
$5.72M +$5.76M +208,472 New
SB
6
Strategic Blueprint
Georgia
$4.79M -$360K -13,042 -7%
KWM
7
KFG Wealth Management
Indiana
$2.95M -$60.4K -2,187 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.79M -$523K -18,928 -16%
KAS
9
Kestra Advisory Services
Texas
$2.77M +$340K +12,325 +14%
BCM
10
Brookstone Capital Management
Illinois
$2.5M -$801 -29 -0%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.4M -$337K -12,184 -12%
MOS
12
MGO One Seven
Ohio
$2.01M -$7.93K -287 -0.4%
SPWG
13
Syntegra Private Wealth Group
Missouri
$1.73M
AA
14
Armis Advisers
Georgia
$1.7M +$1.69M +61,083 New
DI
15
Diligent Investors
California
$1.59M -$70.4K -2,550 -4%
FIA
16
Foundations Investment Advisors
Arizona
$1.48M -$17.9K -649 -1%
MFG
17
MTM Financial Group
Pennsylvania
$1.43M -$1.99K -72 -0.1%
CF
18
Centaurus Financial
California
$1.2M -$747K -27,031 -38%
PW
19
Paladin Wealth
Minnesota
$1.18M +$121K +4,372 +12%
KWA
20
Kingswood Wealth Advisors
California
$1.07M +$644K +23,328 +155%
LSPW
21
Lake Street Private Wealth
Illinois
$1.04M -$38.7K -1,400 -4%
HighTower Advisors
22
HighTower Advisors
Illinois
$997K
TF
23
Trek Financial
Arizona
$954K -$166 -6 -0%
BTWM
24
Brass Tax Wealth Management
Ohio
$914K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$808K -$12.5K -452 -2%