Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
92 hedge funds and large institutions have $156M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 41 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
6.76% more ownership
Funds ownership: 68.71% → 75.47% (+6.8%)
3% more funds holding
Funds holding: 89 → 92 (+3)
3% more capital invested
Capital invested by funds: $151M → $156M (+$4.74M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
78% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
+$5.76M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$3.24M |
| 3 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$841K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$722K |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$644K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$1.55M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.53M |
| 3 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$1.47M |
| 4 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$1.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.03M |
TJUL Hedge Fund Activity: Q4 2024 in Review
92 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) for Q4 2024, worth a combined $156M — up 3.1% from $151M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TJUL positions and 9 closed out — a net gain of 4 holders — while 9 added to existing stakes and 41 trimmed.
The largest buyer was Mattson Financial Services, opening a new position worth an estimated $5.76M. The largest seller was Fort Washington Investment Advisors, exiting entirely with an estimated $1.55M sold.
- 92 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) as of Q4 2024, up from 89 in Q3 2024.
- Funds reported $156M of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 stock for Q4 2024, up 3.1% quarter-over-quarter.
- 13 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to July 2027 positions in Q4 2024 and 9 closed out, a net change of +4 holders.
- The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 buyer in Q4 2024 was Mattson Financial Services, an estimated $5.76M added.
- The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 seller in Q4 2024 was Fort Washington Investment Advisors, an estimated $1.55M sold.
Based on aggregated 13F filings for Q4 2024.