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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

82 hedge funds and large institutions have $122M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

74% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 38

Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$26.5M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.5M
VBFG
3
Vishria Bird Financial Group
Tennessee
$10.9M
BIM
4
Bullseye Investment Management
Ohio
$5.52M
SB
5
Strategic Blueprint
Georgia
$4.74M
MFS
6
Mattson Financial Services
Michigan
$3.02M
BFA
7
Brown Financial Advisors
Ohio
$2.92M
KWM
8
KFG Wealth Management
Indiana
$2.91M
Osaic Holdings
9
Osaic Holdings
Arizona
$2.87M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.67M
BCM
11
Brookstone Capital Management
Illinois
$2.52M
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.12M
KAS
13
Kestra Advisory Services
Texas
$2.1M
MOS
14
MGO One Seven
Ohio
$1.86M
SPWG
15
Syntegra Private Wealth Group
Missouri
$1.72M
DI
16
Diligent Investors
California
$1.61M
LPL Financial
17
LPL Financial
California
$1.46M
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.31M
CF
19
Centaurus Financial
California
$1.22M
LSPW
20
Lake Street Private Wealth
Illinois
$1.02M
KWA
21
Kingswood Wealth Advisors
California
$1.01M
HighTower Advisors
22
HighTower Advisors
Illinois
$1.01M
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$962K
BTWM
24
Brass Tax Wealth Management
Ohio
$924K
AA
25
Armis Advisers
Georgia
$902K