ZJUL

Innovtor Equity Defined Protection ETF - 1 Yr July

69 hedge funds and large institutions have $57.9M invested in Innovtor 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.

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.92%
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 Market Value Shares Shares
Change
Shares
Change %
SFA
51
Souders Financial Advisors
Ohio
$239K 8,825
PCA
52
Prosperity Capital Advisors
Ohio
$233K 8,625 -7,158 -45%
SAG
53
SageView Advisory Group
California
$232K 8,587 -175 -2%
TSW
54
Three Seasons Wealth
Utah
$232K 8,565
CB
55
Chris Bulman
California
$223K 8,235
AC
56
Applied Capital
Arkansas
$221K 8,158
AWS
57
Atria Wealth Solutions
New York
$219K 8,102
CA
58
CoreCap Advisors
Michigan
$219K 8,092 +8,092 New
VWA
59
Visionary Wealth Advisors
Illinois
$214K 7,915 -500 -6%
BFWM
60
Bright Futures Wealth Management
New York
$214K 7,836 -5,934 -43%
CWA
61
Core Wealth Advisors
Florida
$210K 7,758
CA
62
Claro Advisors
Massachusetts
$208K 7,676
SWM
63
Sugarloaf Wealth Management
Georgia
$162K 6,000 +6,000 New
Barclays
64
Barclays
United Kingdom
$147K 5,443 +5,443 New
CFD
65
Creative Financial Designs
Indiana
$81.1K 3,000 +3,000 New
DFA
66
DHJJ Financial Advisors
Illinois
$62.5K 2,310
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$51K 1,894 -38 -2%
IA
68
IFP Advisors
Florida
$41.7K 1,540
CFGS
69
Concourse Financial Group Securities
Alabama
$29.4K 1,076 +111 +12%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
-164,905 Closed
KWA
71
Kellett Wealth Advisors
Ohio
-20,647 Closed
DAS
72
Dynamic Advisor Solutions
Arizona
-10,776 Closed
GM
73
GeoWealth Management
Illinois
-4,590 Closed
LWMI
74
Legacy Wealth Management (Idaho)
Idaho
-47 Closed
LIS
75
Legacy Investment Solutions
Idaho
-47 Closed