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

Overview Fund Activity

90 hedge funds and large institutions have $153M 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, 40 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% 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
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFS
1
Mattson Financial Services
Michigan
$5.72M
2
GI
2
Gradient Investments
Minnesota
$54.4M
3
AA
3
Armis Advisers
Georgia
$1.7M
4
SWM
4
Spire Wealth Management
Virginia
$726K
5
KWA
5
Kingswood Wealth Advisors
California
$1.07M

Top Sellers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$0
2
BIM
2
Bullseye Investment Management
Ohio
$371K
3
CWS
3
Cypress Wealth Services
California
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$19M
5
CF
5
Centaurus Financial
California
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$54.4M 1,959,830 +117,295 +6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19M 683,150 -37,444 -5%
VBFG
3
Vishria Bird Financial Group
Tennessee
$11M 395,548 -3,207 -0.8%
BFA
4
Brown Financial Advisors
Ohio
$6.11M 219,961 +11,796 +6%
MFS
5
Mattson Financial Services
Michigan
$5.72M 208,472 +208,472 New
SB
6
Strategic Blueprint
Georgia
$4.79M 172,480 -13,042 -7%
KWM
7
KFG Wealth Management
Indiana
$2.95M 106,159 -2,187 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.8M 100,665 -18,928 -16%
KAS
9
Kestra Advisory Services
Texas
$2.77M 99,574 +12,325 +14%
BCM
10
Brookstone Capital Management
Illinois
$2.5M 90,076 -29 -0%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.4M 86,598 -12,184 -12%
MOS
12
MGO One Seven
Ohio
$2.01M 72,263 -287 -0.4%
SPWG
13
Syntegra Private Wealth Group
Missouri
$1.73M 62,204 – –
AA
14
Armis Advisers
Georgia
$1.7M 61,083 +61,083 New
DI
15
Diligent Investors
California
$1.59M 57,415 -2,550 -4%
FIA
16
Foundations Investment Advisors
Arizona
$1.48M 53,347 -649 -1%
CF
17
Centaurus Financial
California
$1.2M 43,354 -27,031 -38%
PW
18
Paladin Wealth
Minnesota
$1.18M 42,322 +4,372 +12%
KWA
19
Kingswood Wealth Advisors
California
$1.07M 38,355 +23,328 +155%
LSPW
20
Lake Street Private Wealth
Illinois
$1.04M 37,555 -1,400 -4%
HighTower Advisors
21
HighTower Advisors
Illinois
$997K 35,904 – –
TF
22
Trek Financial
Arizona
$954K 34,341 -6 -0%
BTWM
23
Brass Tax Wealth Management
Ohio
$914K 32,920 – –
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$808K 29,108 -452 -2%
MML Investors Services
25
MML Investors Services
Massachusetts
$806K 29,042 -778 -3%
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