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ZDEK

Innovator Equity Defined Protection ETF - 1 Yr December

66 hedge funds and large institutions have $82.8M invested in Innovator Equity Defined Protection ETF - 1 Yr December in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 6466 (+2)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

19% less capital invested

Capital invested by funds: $103M → $82.8M (-$19.8M)

22.38% less ownership

Funds ownership: 74.89%52.51% (-22%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
14
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Sagespring Wealth Partners
Tennessee
$247K
SPIA
52
Steward Partners Investment Advisory
New York
$225K
CPIG
53
Chicago Partners Investment Group
Illinois
$222K -$155K -6,475 -42%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$220K
Citadel Advisors
55
Citadel Advisors
Florida
$207K +$202K +8,416 New
WFS
56
WealthGarden F.S.
California
$205K +$199K +8,292 New
CB
57
Chris Bulman
California
$203K +$199K +8,284 New
BSCCG
58
Blue Sky Capital Consultants Group
California
$202K +$198K +8,247 New
IWM
59
IMG Wealth Management
Florida
$201K
Barclays
60
Barclays
United Kingdom
$198K +$193K +8,060 New
EWM
61
Evolution Wealth Management
Florida
$174K +$170K +7,092 New
IA
62
IFP Advisors
Florida
$83.1K +$23.7K +990 +41%
UBS Group
63
UBS Group
Switzerland
$73.7K +$18.7K +778 +35%
HIA
64
Harbor Investment Advisory
Maryland
$25.7K +$25.1K +1,046 New
FFA
65
Farther Finance Advisors
California
$15.4K
PSFG
66
Park Square Financial Group
Georgia
$10.9K
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
-$16.1M -679,660 Closed
FFS
68
Founders Financial Securities
Maryland
-$3M -126,517 Closed
NA
69
NewEdge Advisors
Louisiana
-$2.56M -108,238 Closed
DIM
70
Delta Investment Management
California
-$2.53M -106,864 Closed
IA
71
Integrity Alliance
Iowa
-$647K -27,336 Closed
AWA
72
Authentikos Wealth Advisory
California
-$482K -20,365 Closed
HCA
73
Heck Capital Advisors
Wisconsin
-$315K -13,300 Closed
FA
74
Fermata Advisors
California
-$276K -11,650 Closed
ACM
75
AlphaStar Capital Management
North Carolina
-$272K -11,482 Closed

ZDEK Hedge Fund Activity: Q2 2025 in Review

66 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) for Q2 2025, worth a combined $82.8M — down 19% from $103M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ZDEK positions and 11 closed out — a net gain of 4 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Legacy CG, opening a new position worth an estimated $6.62M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $16.1M sold.

  • 66 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) as of Q2 2025, up from 64 in Q1 2025.
  • Funds reported $82.8M of Innovator Equity Defined Protection ETF - 1 Yr December stock for Q2 2025, down 19% quarter-over-quarter.
  • 15 funds opened new Innovator Equity Defined Protection ETF - 1 Yr December positions in Q2 2025 and 11 closed out, a net change of +4 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr December buyer in Q2 2025 was Legacy CG, an estimated $6.62M added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr December seller in Q2 2025 was Envestnet Asset Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2025.