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Innovator Equity Defined Protection ETF - 1 Yr July

91 hedge funds and large institutions have $76.8M invested in Innovator Equity Defined Protection ETF - 1 Yr July in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.35% less ownership

Funds ownership: 54.22%53.87% (-0.35%)

1% less funds holding

Funds holding: 9291 (-1)

11% less capital invested

Capital invested by funds: $86.5M → $76.8M (-$9.75M)

61% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 38

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$695K -$53.2K -1,842 -7%
AF
27
Advisornet Financial
Minnesota
$694K
BWM
28
Brown Wealth Management
Illinois
$649K -$93K -3,222 -13%
CVA
29
Central Valley Advisors
California
$646K
WA
30
Waverly Advisors
Alabama
$611K +$607K +21,007 New
CA
31
Continuum Advisory
Idaho
$608K -$162K -5,609 -21%
FA
32
FC Advisory
Pennsylvania
$605K +$54.1K +1,875 +10%
MSFS
33
Main Street Financial Solutions
Pennsylvania
$596K
PCA
34
Prosperity Capital Advisors
Ohio
$576K -$916K -31,717 -62%
LWA
35
Lineweaver Wealth Advisors
Ohio
$547K
GWM
36
Geneos Wealth Management
Colorado
$542K +$87 +3 +0%
AIA
37
AssuredPartners Investment Advisors
Florida
$540K +$537K +18,595 New
Truist Financial
38
Truist Financial
North Carolina
$491K -$83.3K -2,885 -15%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$478K -$679K -23,504 -59%
CWM
40
Collaborative Wealth Management
Florida
$456K
FFA
41
Farther Finance Advisors
California
$452K +$240K +8,318 +115%
KWM
42
Kingsview Wealth Management
Oregon
$452K +$39.6K +1,371 +10%
AF
43
Allworth Financial
California
$441K -$5.95K -206 -1%
TWM
44
Tradition Wealth Management
Minnesota
$435K -$3K -104 -0.7%
JSA
45
Jim Saulnier & Associates
Colorado
$421K
RWP
46
Reliant Wealth Planning
Kentucky
$418K
ASN
47
Advisory Services Network
Georgia
$372K +$33.6K +1,165 +10%
GEA
48
Glen Eagle Advisors
New Jersey
$363K
CW
49
CreativeOne Wealth
Kansas
$346K -$8.17K -283 -2%
SFA
50
Souders Financial Advisors
Ohio
$340K