ZAUG

Innovator Equity Defined Protection ETF - 1 Yr August

74 hedge funds and large institutions have $62M invested in Innovator Equity Defined Protection ETF - 1 Yr August in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

15% less capital invested

Capital invested by funds: $73.3M → $62M (-$11.3M)

70% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 20

Holders
74
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
WA
26
Waverly Advisors
Alabama
$579K
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$558K
IAS
28
Integrity Advisory Solutions
Texas
$521K
RIS
29
Retirement Income Solutions
Michigan
$501K
AF
30
Advisornet Financial
Minnesota
$496K
CIA
31
Concurrent Investment Advisors
Florida
$493K
LPL Financial
32
LPL Financial
California
$465K
CAG
33
Csenge Advisory Group
Florida
$457K
PWMG
34
Pinnacle Wealth Management Group
Michigan
$443K
FA
35
FC Advisory
Pennsylvania
$395K
AWMI
36
Aegis Wealth Management (Iowa)
Iowa
$392K
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$392K
EWM
38
Evolution Wealth Management
Florida
$358K
CA
39
COFG Advisors
Illinois
$357K
FA
40
FSA Advisors
Michigan
$354K
SWP
41
Summit Wealth Partners
Florida
$321K
HBS
42
Howard Bailey Securities
Indiana
$317K
MA
43
Mutual Advisors
Nebraska
$314K
FHC
44
First Heartland Consultants
Missouri
$296K
SIA
45
Soltis Investment Advisors
Utah
$280K
BWM
46
Brown Wealth Management
Illinois
$274K
SWA
47
Stratos Wealth Advisors
Ohio
$259K
FCFC
48
First Commonwealth Financial Corp
Pennsylvania
$256K
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$249K
IWM
50
IMG Wealth Management
Florida
$247K