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ZDEK

Innovator Equity Defined Protection ETF - 1 Yr December

89 hedge funds and large institutions have $69.3M invested in Innovator Equity Defined Protection ETF - 1 Yr December in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

0% more funds holding

Funds holding: 8989 (0)

3.95% less ownership

Funds ownership: 62.42%58.47% (-4%)

12% less capital invested

Capital invested by funds: $78.7M → $69.3M (-$9.41M)

59% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 29

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.36M +$182K +7,051 +3%
CSP
2
Cary Street Partners
Virginia
$3.94M -$1.3M -50,296 -25%
Raymond James Financial
3
Raymond James Financial
Florida
$3.71M -$3.61M -140,062 -49%
KAS
4
Kestra Advisory Services
Texas
$3.45M +$6.88K +267 +0.2%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.22M +$167K +6,484 +5%
HI
6
Harbour Investments
Wisconsin
$3.04M -$2.01M -77,925 -40%
ABWM
7
Alpine Bank Wealth Management
Colorado
$2.97M +$2.99M +116,000 New
KWM
8
KFG Wealth Management
Indiana
$2.48M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.15M -$143K -5,549 -6%
LWA
10
Lineweaver Wealth Advisors
Ohio
$2.04M -$3.76K -146 -0.2%
BWM
11
Brown Wealth Management
Illinois
$1.86M -$149K -5,772 -7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.63M +$861K +33,413 +111%
OL
13
Owen LaRue
Kentucky
$1.59M -$21.9K -850 -1%
BCM
14
Brookstone Capital Management
Illinois
$1.28M -$6.75K -262 -0.5%
PWP
15
Prasad Wealth Partners
Ohio
$1.19M -$770K -29,874 -39%
AIA
16
AssuredPartners Investment Advisors
Florida
$1.14M
AIC
17
Archer Investment Corporation
Indiana
$1.04M -$159K -6,156 -13%
WA
18
Waverly Advisors
Alabama
$1.03M +$2.58K +100 +0.2%
DI
19
Diligent Investors
California
$1.02M
TF
20
Trek Financial
Arizona
$955K -$27.9K -1,081 -3%
BCI
21
Brinker Capital Investments
Pennsylvania
$898K
OMC
22
Old Mission Capital
Illinois
$876K +$55.9K +2,170 +7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$874K +$384K +14,892 +77%
MFGM
24
Marshall Financial Group (Maryland)
Maryland
$861K
GS
25
GWN Securities
Florida
$818K +$23.2K +900 +3%