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ZAPR

Innovator Equity Defined Protection ETF - 1 Yr April

45 hedge funds and large institutions have $25M invested in Innovator Equity Defined Protection ETF - 1 Yr April in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

10% more funds holding

Funds holding: 4145 (+4)

4.31% more ownership

Funds ownership: 61.41%65.71% (+4.3%)

2% more capital invested

Capital invested by funds: $24.6M → $25M (+$385K)

65% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 17

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$330K
TWP
27
Triad Wealth Partners
Kansas
$324K -$2.64K -103 -0.8%
Goldman Sachs
28
Goldman Sachs
New York
$312K +$21.1K +825 +7%
LCWP
29
Legacy Capital Wealth Partners
Arkansas
$300K -$440K -17,192 -60%
MFGM
30
Marshall Financial Group (Maryland)
Maryland
$276K
FA
31
FSA Advisors
Michigan
$251K
CCFM
32
Clear Creek Financial Management
Washington
$239K -$10K -392 -4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$236K -$1.43K -56 -0.6%
GA
34
Goldstein Advisors
Wisconsin
$218K
CF
35
Centaurus Financial
California
$203K
TF
36
Trek Financial
Arizona
$201K +$200K +7,807 New
UBS Group
37
UBS Group
Switzerland
$110K +$109K +4,275 New
DFA
38
DHJJ Financial Advisors
Illinois
$70.3K
SAG
39
SageView Advisory Group
California
$60.3K +$59.8K +2,338 New
CA
40
CoreCap Advisors
Michigan
$35.2K -$691 -27 -2%
SS
41
Sunbelt Securities
Texas
$24.2K +$2.99K +117 +14%
Morgan Stanley
42
Morgan Stanley
New York
$15.8K +$15.7K +612 New
JP Morgan Chase
43
JP Morgan Chase
New York
$8.84K +$8.78K +343 New
Barclays
44
Barclays
United Kingdom
$2.04K +$2.02K +79 New
IA
45
IFP Advisors
Florida
$1.29K
IAS
46
Integrity Advisory Solutions
Texas
-$249K -9,800 Closed
M1FG
47
Mach-1 Financial Group
Arkansas
-$249K -9,800 Closed
WCM
48
Weaver Capital Management
Georgia
-$51.9K -2,039 Closed
S
49
SignatureFD
Georgia
-$31.2K -1,225 Closed