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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

78 hedge funds and large institutions have $116M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.89% more ownership

Funds ownership: 73%75.89% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $124M → $116M (-$7.19M)

6% less funds holding

Funds holding: 8378 (-5)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

73% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 33

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
9
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$26.8M -$292K -10,368 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.6M -$285K -10,106 -1%
VBFG
3
Vishria Bird Financial Group
Tennessee
$11M -$208K -7,396 -2%
BIM
4
Bullseye Investment Management
Ohio
$5.52M
MFS
5
Mattson Financial Services
Michigan
$3.07M -$10.9K -388 -0.4%
BFA
6
Brown Financial Advisors
Ohio
$2.89M -$90.5K -3,209 -3%
KWM
7
KFG Wealth Management
Indiana
$2.81M -$159K -5,651 -5%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.76M -$171K -6,071 -6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.75M +$20.2K +715 +0.8%
KAS
10
Kestra Advisory Services
Texas
$2.59M +$437K +15,490 +21%
BCM
11
Brookstone Capital Management
Illinois
$2.57M -$9.19K -326 -0.4%
MOS
12
MGO One Seven
Ohio
$1.84M -$56.4K -2,000 -3%
SPWG
13
Syntegra Private Wealth Group
Missouri
$1.76M
OMC
14
Old Mission Capital
Illinois
$1.71M +$1.68M +59,697 New
LPL Financial
15
LPL Financial
California
$1.7M +$199K +7,063 +14%
DI
16
Diligent Investors
California
$1.65M
MFG
17
MTM Financial Group
Pennsylvania
$1.39M -$21.6K -768 -2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.27M -$76.6K -2,717 -6%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.02M -$6.54K -232 -0.6%
KWA
20
Kingswood Wealth Advisors
California
$1.02M -$12.8K -453 -1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$993K +$9.75K +346 +1%
BTWM
22
Brass Tax Wealth Management
Ohio
$944K -$564 -20 -0.1%
AA
23
Armis Advisers
Georgia
$941K +$18.1K +641 +2%
LSPW
24
Lake Street Private Wealth
Illinois
$933K -$107K -3,790 -10%
UBS Group
25
UBS Group
Switzerland
$872K +$302K +10,700 +54%

TJUL Hedge Fund Activity: Q2 2025 in Review

78 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) for Q2 2025, worth a combined $116M — down 5.8% from $124M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of TJUL and 8 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 9 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.68M. The largest seller was Strategic Blueprint, cutting an estimated $4.44M.

  • 78 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) as of Q2 2025, down from 83 in Q1 2025.
  • Funds reported $116M of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 stock for Q2 2025, down 5.8% quarter-over-quarter.
  • 8 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to July 2027 positions in Q2 2025 and 12 closed out, a net change of -4 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 buyer in Q2 2025 was Old Mission Capital, an estimated $1.68M added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 seller in Q2 2025 was Strategic Blueprint, an estimated $4.44M sold.

Based on aggregated 13F filings for Q2 2025.