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Innovator Equity Defined Protection ETF - 1 Yr July

92 hedge funds and large institutions have $86.5M invested in Innovator Equity Defined Protection ETF - 1 Yr July in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

138% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 13

24% more funds holding

Funds holding: 7492 (+18)

23% more capital invested

Capital invested by funds: $70.4M → $86.5M (+$16.1M)

11.52% less ownership

Funds ownership: 65.74%54.22% (-12%)

Holders
92
Holders Change
+18
Holders Change %
+24.32%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
31
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Beck Capital Management
Texas
$370K -$7.18K -252 -2%
GEA
52
Glen Eagle Advisors
New Jersey
$359K
CW
53
CreativeOne Wealth
Kansas
$350K +$38.2K +1,341 +12%
VWA
54
Visionary Wealth Advisors
Illinois
$337K +$334K +11,738 New
SFA
55
Souders Financial Advisors
Ohio
$336K
ASN
56
Advisory Services Network
Georgia
$334K -$484 -17 -0.1%
OMC
57
Old Mission Capital
Illinois
$332K +$329K +11,550 New
EWM
58
Evolution Wealth Management
Florida
$314K +$311K +10,929 New
TSW
59
Three Seasons Wealth
Utah
$307K +$60.3K +2,116 +25%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$300K +$297K +10,426 New
GS
61
GWN Securities
Florida
$292K +$5.24K +184 +2%
BCI
62
Brinker Capital Investments
Pennsylvania
$290K
SC
63
Syon Capital
California
$279K +$276K +9,700 New
FA
64
FSA Advisors
Michigan
$275K -$86.8K -3,048 -24%
CB
65
Chris Bulman
California
$247K +$9.85K +346 +4%
SAG
66
SageView Advisory Group
California
$247K
IFG
67
Independent Financial Group
California
$244K +$242K +8,486 New
CA
68
CoreCap Advisors
Michigan
$229K
PWP
69
Prasad Wealth Partners
Ohio
$226K +$224K +7,875 New
SPIA
70
Steward Partners Investment Advisory
New York
$226K -$115K -4,027 -34%
IA
71
Integrity Alliance
Iowa
$222K
MML Investors Services
72
MML Investors Services
Massachusetts
$219K +$217K +7,616 New
KFG
73
Kelly Financial Group
Connecticut
$208K +$206K +7,239 New
FFA
74
Farther Finance Advisors
California
$208K +$206K +7,238 New
SWM
75
SeaCrest Wealth Management
New York
$203K +$201K +7,072 New