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ZJUL

Innovator Equity Defined Protection ETF - 1 Yr July

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: 6874 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
51
Prosperity Capital Advisors
Ohio
$297K +$51.7K +1,900 +22%
GM
52
GeoWealth Management
Illinois
$291K +$281K +10,311 New
BCI
53
Brinker Capital Investments
Pennsylvania
$285K -$2.34K -86 -0.8%
SIA
54
Soltis Investment Advisors
Utah
$284K +$275K +10,094 New
GS
55
GWN Securities
Florida
$281K +$6.42K +236 +2%
PA
56
PFG Advisors
Arizona
$265K
SAG
57
SageView Advisory Group
California
$244K
TSW
58
Three Seasons Wealth
Utah
$241K
CA
59
Claro Advisors
Massachusetts
$238K +$20.7K +760 +10%
CB
60
Chris Bulman
California
$232K
CA
61
CoreCap Advisors
Michigan
$225K
IA
62
Integrity Alliance
Iowa
$218K -$5.44K -200 -3%
UBS Group
63
UBS Group
Switzerland
$178K +$172K +6,317 New
APCM
64
Alaska Permanent Capital Management
Alaska
$167K +$161K +5,915 New
Raymond James Financial
65
Raymond James Financial
Florida
$133K +$129K +4,727 New
IA
66
IFP Advisors
Florida
$118K +$72.3K +2,655 +172%
CFD
67
Creative Financial Designs
Indiana
$84.5K
DFA
68
DHJJ Financial Advisors
Illinois
$65.1K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$53K
FNWA
70
Financial Network Wealth Advisors
Utah
$27.1K
NS
71
NBC Securities
Alabama
$21K
CFS
72
Compass Financial Services
Iowa
$17.6K
PSFG
73
Park Square Financial Group
Georgia
$3.61K +$3.48K +128 New
NC
74
NewSquare Capital
Pennsylvania
$1.69K -$9.25K -340 -85%
TC
75
TownSquare Capital
Utah
-$1.05M -39,049 Closed

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.