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Innovator Equity Defined Protection ETF - 1 Yr July

91 hedge funds and large institutions have $76.8M invested in Innovator Equity Defined Protection ETF - 1 Yr July in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.35% less ownership

Funds ownership: 54.22%53.87% (-0.35%)

1% less funds holding

Funds holding: 9291 (-1)

11% less capital invested

Capital invested by funds: $86.5M → $76.8M (-$9.75M)

61% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 38

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
Integrity Alliance
Iowa
$330K +$104K +3,614 +47%
VWA
52
Visionary Wealth Advisors
Illinois
$319K -$22.1K -766 -7%
BCM
53
Beck Capital Management
Texas
$318K -$56K -1,938 -15%
TSW
54
Three Seasons Wealth
Utah
$310K
GS
55
GWN Securities
Florida
$295K -$953 -33 -0.3%
BCI
56
Brinker Capital Investments
Pennsylvania
$289K -$4.42K -153 -2%
SC
57
Syon Capital
California
$282K
CB
58
Chris Bulman
California
$251K +$1.82K +63 +0.7%
SAG
59
SageView Advisory Group
California
$249K
IFG
60
Independent Financial Group
California
$247K
EWM
61
Evolution Wealth Management
Florida
$246K -$71.6K -2,479 -23%
SIA
62
Soltis Investment Advisors
Utah
$242K -$208K -7,195 -46%
Ameriprise
63
Ameriprise
Minnesota
$236K +$234K +8,105 New
CA
64
CoreCap Advisors
Michigan
$232K
SPIA
65
Steward Partners Investment Advisory
New York
$227K -$1.1K -38 -0.5%
MW
66
Maia Wealth
Colorado
$227K -$368K -12,728 -62%
MML Investors Services
67
MML Investors Services
Massachusetts
$226K +$4.59K +159 +2%
AWMI
68
Aegis Wealth Management (Iowa)
Iowa
$225K +$224K +7,749 New
PWP
69
Prasad Wealth Partners
Ohio
$225K -$4.33K -150 -2%
AFGAS
70
Allegiance Financial Group Advisory Services
Virginia
$223K -$225K -7,806 -50%
KFG
71
Kelly Financial Group
Connecticut
$210K
MFG
72
Merit Financial Group
Georgia
$207K +$206K +7,120 New
SWM
73
SeaCrest Wealth Management
New York
$206K
IAS
74
Integrity Advisory Solutions
Texas
$205K
CWMK
75
Caliber Wealth Management (Kansas)
Kansas
$203K