We are live on ! Find out more
ZJUL

Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL

74 hedge funds and large institutions have $70.4M invested in Innovator Equity Defined Protection ETF - 1 Yr July in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

36% more capital invested

Capital invested by funds: $51.6M → $70.4M (+$18.8M)

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

12.67% more ownership

Funds ownership: 53.08% → 65.74% (+13%)

9% more funds holding

Funds holding: 68 → 74 (+6)

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
20
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
Sovran Advisors
California
+$9.09M
2
AWM
AE Wealth Management
Kansas
+$2.4M
3
Goldman Sachs
Goldman Sachs
New York
+$1.61M
4
OC
Optima Capital
Oregon
+$1.38M
5
HBS
Howard Bailey Securities
Indiana
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
-$1.05M
2
GWM
Geneos Wealth Management
Colorado
-$917K
3
HAS
HBW Advisory Services
California
-$561K
4
OMC
Old Mission Capital
Illinois
-$537K
5
PS
Principal Securities
Iowa
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$814K – – –
KAS
27
Kestra Advisory Services
Texas
$797K +$91.3K +3,354 +13%
BCM
28
Brookstone Capital Management
Illinois
$723K +$434K +15,954 +164%
FA
29
FC Advisory
Pennsylvania
$603K +$32.9K +1,210 +6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$575K +$135K +4,948 +32%
AF
31
Advisornet Financial
Minnesota
$573K – – –
MSFS
32
Main Street Financial Solutions
Pennsylvania
$533K – – –
Citadel Advisors
33
Citadel Advisors
Florida
$532K +$514K +18,882 New
GWM
34
Geneos Wealth Management
Colorado
$526K -$917K -33,700 -64%
BTWM
35
Brass Tax Wealth Management
Ohio
$486K -$12.5K -460 -3%
TWM
36
Tradition Wealth Management
Minnesota
$454K – – –
AFGAS
37
Allegiance Financial Group Advisory Services
Virginia
$436K – – –
FPAS
38
Focus Partners Advisor Solutions
Missouri
$436K +$421K +15,488 New
AF
39
Allworth Financial
California
$434K – – –
MW
40
Maia Wealth
Colorado
$429K +$952 +35 +0.2%
JSA
41
Jim Saulnier & Associates
Colorado
$408K – – –
KWM
42
Kingsview Wealth Management
Oregon
$391K – – –
LPL Financial
43
LPL Financial
California
$380K +$367K +13,478 New
BCM
44
Beck Capital Management
Texas
$370K -$3.35K -123 -0.9%
FA
45
FSA Advisors
Michigan
$355K +$343K +12,615 New
GEA
46
Glen Eagle Advisors
New Jersey
$352K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$335K +$30.7K +1,128 +10%
ASN
48
Advisory Services Network
Georgia
$331K +$317K +11,659 New
SFA
49
Souders Financial Advisors
Ohio
$330K +$318K +11,694 New
CW
50
CreativeOne Wealth
Kansas
$306K -$46.9K -1,723 -14%
1
2
3 4

ZJUL Hedge Fund Activity: Q2 2025 in Review

74 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) for Q2 2025, worth a combined $70.4M — up 36% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ZJUL positions and 10 closed out — a net gain of 7 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Sovran Advisors, opening a new position worth an estimated $9.09M. The largest seller was TownSquare Capital, exiting entirely with an estimated $1.05M sold.

  • 74 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $70.4M of Innovator Equity Defined Protection ETF - 1 Yr July stock for Q2 2025, up 36% quarter-over-quarter.
  • 17 funds opened new Innovator Equity Defined Protection ETF - 1 Yr July positions in Q2 2025 and 10 closed out, a net change of +7 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr July buyer in Q2 2025 was Sovran Advisors, an estimated $9.09M added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr July seller in Q2 2025 was TownSquare Capital, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2025.