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ZJUL

Innovator Equity Defined Protection ETF - 1 Yr July

68 hedge funds and large institutions have $51.6M invested in Innovator Equity Defined Protection ETF - 1 Yr July in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% more ownership

Funds ownership: 52.84%53.08% (+0.23%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 6968 (-1)

11% less capital invested

Capital invested by funds: $57.9M → $51.6M (-$6.29M)

72% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 29

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
FC Advisory
Pennsylvania
$541K -$37.2K -1,372 -6%
OMC
27
Old Mission Capital
Illinois
$537K -$506K -18,643 -48%
MSFS
28
Main Street Financial Solutions
Pennsylvania
$506K
BTWM
29
Brass Tax Wealth Management
Ohio
$474K -$2.71K -100 -0.6%
TWM
30
Tradition Wealth Management
Minnesota
$431K -$73.8K -2,718 -14%
AFGAS
31
Allegiance Financial Group Advisory Services
Virginia
$415K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$413K -$229K -8,444 -35%
AF
33
Allworth Financial
California
$409K
MW
34
Maia Wealth
Colorado
$403K -$151K -5,564 -27%
JSA
35
Jim Saulnier & Associates
Colorado
$388K
KWM
36
Kingsview Wealth Management
Oregon
$371K +$50.7K +1,869 +16%
BCM
37
Beck Capital Management
Texas
$355K -$597 -22 -0.2%
CW
38
CreativeOne Wealth
Kansas
$337K -$7.52K -277 -2%
GEA
39
Glen Eagle Advisors
New Jersey
$334K
SAW
40
Signal Advisors Wealth
Michigan
$309K -$54.5K -2,008 -15%
SPIA
41
Steward Partners Investment Advisory
New York
$288K -$30.9K -1,138 -10%
Wolverine Trading
42
Wolverine Trading
Illinois
$288K +$46.6K +1,716 +19%
BCI
43
Brinker Capital Investments
Pennsylvania
$273K
OPS
44
Orion Portfolio Solutions
Nebraska
$273K
GS
45
GWN Securities
Florida
$261K +$265K +9,746 New
BCM
46
Brookstone Capital Management
Illinois
$260K -$22.8K -839 -8%
PA
47
PFG Advisors
Arizona
$252K
PCA
48
Prosperity Capital Advisors
Ohio
$231K -$27 -1 -0%
SAG
49
SageView Advisory Group
California
$230K -$190 -7 -0.1%
TSW
50
Three Seasons Wealth
Utah
$229K

ZJUL Hedge Fund Activity: Q1 2025 in Review

68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) for Q1 2025, worth a combined $51.6M — down 11% from $57.9M a quarter earlier.

Fund positioning in ZJUL was balanced in Q1 2025: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 29 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.03M. The largest seller was RFG Advisory, exiting entirely with an estimated $4.21M sold.

  • 68 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) as of Q1 2025, down from 69 in Q4 2024.
  • Funds reported $51.6M of Innovator Equity Defined Protection ETF - 1 Yr July stock for Q1 2025, down 11% quarter-over-quarter.
  • 6 funds opened new Innovator Equity Defined Protection ETF - 1 Yr July positions in Q1 2025 and 6 closed out, a net change of 0 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr July buyer in Q1 2025 was Osaic Holdings, an estimated $1.03M added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr July seller in Q1 2025 was RFG Advisory, an estimated $4.21M sold.

Based on aggregated 13F filings for Q1 2025.