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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

79 hedge funds and large institutions have $121M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

2.41% less ownership

Funds ownership: 74.98%72.58% (-2.4%)

Holders
79
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
$27.9M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.8M
VBFG
3
Vishria Bird Financial Group
Tennessee
$11.2M
BIM
4
Bullseye Investment Management
Ohio
$5.52M
BCM
5
Brookstone Capital Management
Illinois
$5.37M
MFS
6
Mattson Financial Services
Michigan
$3.24M
Osaic Holdings
7
Osaic Holdings
Arizona
$3.14M
BFA
8
Brown Financial Advisors
Ohio
$2.97M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.67M
KWM
10
KFG Wealth Management
Indiana
$2.47M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.11M
AWM
12
AE Wealth Management
Kansas
$1.92M
MOS
13
MGO One Seven
Ohio
$1.88M
SPWG
14
Syntegra Private Wealth Group
Missouri
$1.84M
LPL Financial
15
LPL Financial
California
$1.76M
KAS
16
Kestra Advisory Services
Texas
$1.67M
DI
17
Diligent Investors
California
$1.53M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.25M
HighTower Advisors
19
HighTower Advisors
Illinois
$1.22M
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.13M
BTWM
21
Brass Tax Wealth Management
Ohio
$1.07M
Raymond James Financial
22
Raymond James Financial
Florida
$1.03M
MML Investors Services
23
MML Investors Services
Massachusetts
$1.03M
CWS
24
Cypress Wealth Services
California
$1.02M
KWA
25
Kingswood Wealth Advisors
California
$1M