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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
SFA
51
Souders Financial Advisors
Ohio
$239K
PCA
52
Prosperity Capital Advisors
Ohio
$233K -$193K -7,158 -45%
SAG
53
SageView Advisory Group
California
$232K -$4.72K -175 -2%
TSW
54
Three Seasons Wealth
Utah
$232K
CB
55
Chris Bulman
California
$223K
AC
56
Applied Capital
Arkansas
$221K
AWS
57
Atria Wealth Solutions
New York
$219K
CA
58
CoreCap Advisors
Michigan
$219K +$218K +8,092 New
VWA
59
Visionary Wealth Advisors
Illinois
$214K -$13.5K -500 -6%
BFWM
60
Bright Futures Wealth Management
New York
$214K -$160K -5,934 -43%
CWAF
61
Core Wealth Advisors (Florida)
Florida
$210K
CA
62
Claro Advisors
Massachusetts
$208K
SWM
63
Sugarloaf Wealth Management
Georgia
$162K +$162K +6,000 New
Barclays
64
Barclays
United Kingdom
$147K +$147K +5,443 New
CFD
65
Creative Financial Designs
Indiana
$81.1K +$80.9K +3,000 New
DFA
66
DHJJ Financial Advisors
Illinois
$62.5K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$51K -$1.02K -38 -2%
IA
68
IFP Advisors
Florida
$41.7K
CFGS
69
Concourse Financial Group Securities
Alabama
$29.4K +$2.99K +111 +12%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
-$4.42M -164,905 Closed
KWA
71
Kellett Wealth Advisors
Ohio
-$553K -20,647 Closed
DAS
72
Dynamic Advisor Solutions
Arizona
-$289K -10,776 Closed
GM
73
GeoWealth Management
Illinois
-$123K -4,590 Closed
LIS
74
Legacy Investment Solutions
Idaho
-$1.27K -47 Closed
LWMI
75
Legacy Wealth Management (Idaho)
Idaho
-$1.27K -47 Closed