We are live on ! Find out more
TJUL icon

Innovator Equity Defined Protection ETF - 2 Yr to July 2027

92 hedge funds and large institutions have $130M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 11 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

15% more funds holding

Funds holding: 8092 (+12)

5% more capital invested

Capital invested by funds: $123M → $130M (+$6.73M)

5.48% more ownership

Funds ownership: 73.41%78.89% (+5.5%)

61% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
11
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$28.6M +$345K +11,726 +1%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$22.4M +$22.3M +756,108 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.4M -$628K -21,342 -4%
BCM
4
Brookstone Capital Management
Illinois
$5.51M +$84.3K +2,864 +2%
MFS
5
Mattson Financial Services
Michigan
$3.22M -$53.5K -1,818 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.12M -$56.3K -1,913 -2%
BFA
7
Brown Financial Advisors
Ohio
$3M -$7.95K -270 -0.3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.67M -$21.7K -738 -0.8%
KWM
9
KFG Wealth Management
Indiana
$2.46M -$30.8K -1,047 -1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.14M +$1.5K +51 +0.1%
AWM
11
AE Wealth Management
Kansas
$1.87M -$63.3K -2,150 -3%
SPWG
12
Syntegra Private Wealth Group
Missouri
$1.86M +$2.88K +98 +0.2%
LPL Financial
13
LPL Financial
California
$1.69M -$82.7K -2,809 -5%
KAS
14
Kestra Advisory Services
Texas
$1.68M -$7.63K -259 -0.5%
DI
15
Diligent Investors
California
$1.55M
MFG
16
MTM Financial Group
Pennsylvania
$1.4M -$3.68K -125 -0.3%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.23M
MOS
18
MGO One Seven
Ohio
$1.17M -$732K -24,860 -39%
WA
19
Waverly Advisors
Alabama
$1.08M +$1.07M +36,479 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.05M -$207K -7,039 -17%
CWS
21
Cypress Wealth Services
California
$1.03M
KWA
22
Kingswood Wealth Advisors
California
$983K -$31.8K -1,081 -3%
Raymond James Financial
23
Raymond James Financial
Florida
$931K -$105K -3,559 -10%
MML Investors Services
24
MML Investors Services
Massachusetts
$836K -$199K -6,747 -19%
IA
25
Integrity Alliance
Iowa
$806K +$802K +27,226 New