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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

82 hedge funds and large institutions have $86.7M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 9282 (-10)

17.04% less ownership

Funds ownership: 78.89%61.85% (-17%)

33% less capital invested

Capital invested by funds: $130M → $86.7M (-$42.8M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

72% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 39

Holders
82
Holders Change
-10
Holders Change %
-10.87%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
11
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.1M -$119K -4,011 -0.7%
LC
2
Legacy CG
Texas
$16.2M +$16.4M +551,992 New
BCM
3
Brookstone Capital Management
Illinois
$5.32M -$156K -5,282 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.03M -$66.5K -2,245 -2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.64M -$13.1K -441 -0.5%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$2.64M -$19.7M -666,259 -88%
KWM
7
KFG Wealth Management
Indiana
$2.36M -$85.9K -2,899 -3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.05M -$71.9K -2,426 -3%
KAS
9
Kestra Advisory Services
Texas
$2.05M +$390K +13,177 +23%
AWM
10
AE Wealth Management
Kansas
$1.8M -$63.3K -2,138 -3%
SPWG
11
Syntegra Private Wealth Group
Missouri
$1.73M -$119K -4,013 -6%
LPL Financial
12
LPL Financial
California
$1.61M -$64.5K -2,178 -4%
DI
13
Diligent Investors
California
$1.48M -$62.2K -2,100 -4%
MFG
14
MTM Financial Group
Pennsylvania
$1.4M +$9.21K +311 +0.7%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.21M -$12K -405 -1%
OMC
16
Old Mission Capital
Illinois
$1.18M +$1.19M +40,163 New
WA
17
Waverly Advisors
Alabama
$1.07M
MOS
18
MGO One Seven
Ohio
$1.04M -$123K -4,140 -11%
CWS
19
Cypress Wealth Services
California
$1.02M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$958K -$85.9K -2,899 -8%
KWA
21
Kingswood Wealth Advisors
California
$932K -$43.3K -1,461 -4%
FFA
22
Farther Finance Advisors
California
$753K -$36.6K -1,236 -5%
CAG
23
Csenge Advisory Group
Florida
$728K -$11.6K -392 -2%
TF
24
Trek Financial
Arizona
$711K -$29.9K -1,009 -4%
MML Investors Services
25
MML Investors Services
Massachusetts
$676K -$155K -5,236 -19%