We are live on ! Find out more
TJUL icon

Innovator Equity Defined Protection ETF - 2 Yr to July 2027

83 hedge funds and large institutions have $124M 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, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.06% less ownership

Funds ownership: 75.06%73% (-2.1%)

9% less funds holding

Funds holding: 9183 (-8)

20% less capital invested

Capital invested by funds: $155M → $124M (-$31.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

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: 39

Holders
83
Holders Change
-8
Holders Change %
-8.79%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
10
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$26.5M -$28.5M -1,016,166 -52%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.5M +$293K +10,457 +2%
VBFG
3
Vishria Bird Financial Group
Tennessee
$10.9M -$160K -5,716 -1%
BIM
4
Bullseye Investment Management
Ohio
$5.52M +$5.14M +183,511 +1,373%
SB
5
Strategic Blueprint
Georgia
$4.74M -$104K -3,720 -2%
MFS
6
Mattson Financial Services
Michigan
$3.02M -$2.83M -100,991 -48%
BFA
7
Brown Financial Advisors
Ohio
$2.92M -$3.25M -116,009 -53%
KWM
8
KFG Wealth Management
Indiana
$2.91M -$70K -2,501 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.87M +$2.41M +86,015 +532%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.67M -$157K -5,620 -6%
BCM
11
Brookstone Capital Management
Illinois
$2.52M -$6.27K -224 -0.2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.12M +$1.81M +64,754 +593%
KAS
13
Kestra Advisory Services
Texas
$2.1M -$697K -24,887 -25%
MOS
14
MGO One Seven
Ohio
$1.86M -$168K -6,000 -8%
SPWG
15
Syntegra Private Wealth Group
Missouri
$1.72M -$25K -893 -1%
DI
16
Diligent Investors
California
$1.61M
LPL Financial
17
LPL Financial
California
$1.46M +$1.09M +38,937 +297%
MFG
18
MTM Financial Group
Pennsylvania
$1.38M -$71K -2,537 -5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.31M -$1.11M -39,753 -46%
CF
20
Centaurus Financial
California
$1.22M
LSPW
21
Lake Street Private Wealth
Illinois
$1.02M -$35K -1,250 -3%
KWA
22
Kingswood Wealth Advisors
California
$1.01M -$65.9K -2,354 -6%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.01M
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$962K +$145K +5,163 +18%
BTWM
25
Brass Tax Wealth Management
Ohio
$924K