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Innovator Equity Defined Protection ETF - 1 Yr July

69 hedge funds and large institutions have $57.9M invested in Innovator Equity Defined Protection ETF - 1 Yr July in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

6.37% more ownership

Funds ownership: 46.47%52.84% (+6.4%)

6% more funds holding

Funds holding: 6569 (+4)

4% less capital invested

Capital invested by funds: $60.4M → $57.9M (-$2.47M)

74% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 31

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$584K +$582K +21,596 New
FA
27
FC Advisory
Pennsylvania
$583K -$68.4K -2,536 -11%
Osaic Holdings
28
Osaic Holdings
Arizona
$579K -$174K -6,445 -23%
MW
29
Maia Wealth
Colorado
$566K
AF
30
Advisornet Financial
Minnesota
$550K +$101K +3,733 +22%
MSFS
31
Main Street Financial Solutions
Pennsylvania
$511K
TWM
32
Tradition Wealth Management
Minnesota
$509K -$34.4K -1,275 -6%
BTWM
33
Brass Tax Wealth Management
Ohio
$482K
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$426K -$786K -29,169 -65%
AF
35
Allworth Financial
California
$421K +$179K +6,625 +76%
AFGAS
36
Allegiance Financial Group Advisory Services
Virginia
$419K -$2.51K -93 -0.6%
GWM
37
Geneos Wealth Management
Colorado
$418K +$416K +15,448 New
JSA
38
Jim Saulnier & Associates
Colorado
$392K
SAW
39
Signal Advisors Wealth
Michigan
$366K
BCM
40
Beck Capital Management
Texas
$359K -$4.88K -181 -1%
CW
41
CreativeOne Wealth
Kansas
$347K -$113K -4,174 -25%
GEA
42
Glen Eagle Advisors
New Jersey
$338K
AWM
43
AE Wealth Management
Kansas
$333K -$2.16M -80,197 -87%
KWM
44
Kingsview Wealth Management
Oregon
$325K -$32K -1,188 -9%
SPIA
45
Steward Partners Investment Advisory
New York
$322K -$162 -6 -0.1%
BCM
46
Brookstone Capital Management
Illinois
$285K -$49.8K -1,849 -15%
BCI
47
Brinker Capital Investments
Pennsylvania
$276K -$216K -8,003 -44%
OPS
48
Orion Portfolio Solutions
Nebraska
$276K -$216K -8,003 -44%
PA
49
PFG Advisors
Arizona
$254K
Wolverine Trading
50
Wolverine Trading
Illinois
$245K +$244K +9,043 New