ZJAN

Innovator Equity Defined Protection ETF - 1 Yr January

40 hedge funds and large institutions have $22M invested in Innovator Equity Defined Protection ETF - 1 Yr January in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+9
Holders Change %
+29.03%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
6
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.06M -$306K -11,611 -13%
KAS
2
Kestra Advisory Services
Texas
$1.83M -$46.3K -1,758 -2%
Raymond James Financial
3
Raymond James Financial
Florida
$1.73M +$108K +4,120 +7%
CA
4
CoreCap Advisors
Michigan
$1.29M +$207K +7,855 +19%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.21M +$838K +31,824 +223%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.15M -$113K -4,283 -9%
GCP
7
Gill Capital Partners
Colorado
$1.05M
Cerity Partners
8
Cerity Partners
New York
$1.02M +$1.02M +38,801 New
MA
9
Mutual Advisors
Nebraska
$983K
KWM
10
KFG Wealth Management
Indiana
$672K
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$670K +$230K +8,740 +52%
LWA
12
Lineweaver Wealth Advisors
Ohio
$628K
CWG
13
Cornerstone Wealth Group
North Carolina
$564K
FFA
14
Farther Finance Advisors
California
$510K +$510K +19,365 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$488K +$23.3K +886 +5%
TWM
16
Tradition Wealth Management
Minnesota
$482K
AWM
17
AE Wealth Management
Kansas
$455K -$5.98K -227 -1%
VFPW
18
Vantage Financial Partners (Wisconsin)
Wisconsin
$420K
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$410K
SAG
20
SageView Advisory Group
California
$395K
AIC
21
Archer Investment Corporation
Indiana
$339K +$2.05K +78 +0.6%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$307K
CVA
23
Central Valley Advisors
California
$277K +$277K +10,513 New
BCM
24
Brookstone Capital Management
Illinois
$270K +$270K +10,266 New
IWN
25
Independent Wealth Network
Iowa
$263K +$263K +9,983 New