ZJUL

Innovtor Equity Defined Protection ETF - 1 Yr July

68 hedge funds and large institutions have $51.6M invested in Innovtor 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
Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.92%
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
Shares
Change %
CB
51
Chris Bulman
California
$220K
AC
52
Applied Capital
Arkansas
$218K
AWS
53
Atria Wealth Solutions
New York
$217K
CA
54
CoreCap Advisors
Michigan
$213K -$3.21K -120 -1%
IA
55
Integrity Alliance
Iowa
$212K +$212K +7,934 New
VWA
56
Visionary Wealth Advisors
Illinois
$212K
CWA
57
Core Wealth Advisors
Florida
$208K
CA
58
Claro Advisors
Massachusetts
$205K
Barclays
59
Barclays
United Kingdom
$147K +$859 +32 +0.6%
CFD
60
Creative Financial Designs
Indiana
$80.3K
DFA
61
DHJJ Financial Advisors
Illinois
$61.8K
AWM
62
AE Wealth Management
Kansas
$57.2K -$273K -10,180 -83%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$51K
IA
64
IFP Advisors
Florida
$41.2K
FNWA
65
Financial Network Wealth Advisors
Utah
$25.7K +$25.7K +961 New
NS
66
NBC Securities
Alabama
$20K +$20K +770 New
CFS
67
Compass Financial Services
Iowa
$16.7K +$16.7K +625 New
NC
68
NewSquare Capital
Pennsylvania
$10.7K +$10.7K +400 New
RA
69
RFG Advisory
Alabama
-$4.21M -155,756 Closed
Jane Street
70
Jane Street
New York
-$694K -25,642 Closed
Citadel Advisors
71
Citadel Advisors
Florida
-$584K -21,596 Closed
SFA
72
Souders Financial Advisors
Ohio
-$239K -8,825 Closed
BFWM
73
Bright Futures Wealth Management
New York
-$214K -7,836 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
-$29.4K -1,076 Closed