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Innovator Equity Defined Protection ETF - 1 Yr July

85 hedge funds and large institutions have $63.7M invested in Innovator Equity Defined Protection ETF - 1 Yr July in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.22% less ownership

Funds ownership: 53.87%47.65% (-6.2%)

7% less funds holding

Funds holding: 9185 (-6)

17% less capital invested

Capital invested by funds: $76.8M → $63.7M (-$13M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

81% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 37

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Beck Capital Management
Texas
$304K -$14K -480 -4%
VWA
52
Visionary Wealth Advisors
Illinois
$298K -$21.4K -732 -7%
TSW
53
Three Seasons Wealth
Utah
$294K -$16.5K -565 -5%
GS
54
GWN Securities
Florida
$294K -$933 -32 -0.3%
SC
55
Syon Capital
California
$282K
CA
56
CoreCap Advisors
Michigan
$253K +$21K +721 +9%
CB
57
Chris Bulman
California
$251K
Creative Planning
58
Creative Planning
Kansas
$249K +$250K +8,580 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$249K +$250K +8,578 New
IFG
60
Independent Financial Group
California
$247K
EWM
61
Evolution Wealth Management
Florida
$246K
SPC
62
Sigma Planning Corp
Michigan
$243K -$522K -17,899 -68%
SIA
63
Soltis Investment Advisors
Utah
$242K
SPIA
64
Steward Partners Investment Advisory
New York
$227K -$263 -9 -0.1%
MML Investors Services
65
MML Investors Services
Massachusetts
$226K
AFGAS
66
Allegiance Financial Group Advisory Services
Virginia
$223K
AWMI
67
Aegis Wealth Management (Iowa)
Iowa
$223K -$2.04K -70 -0.9%
KFG
68
Kelly Financial Group
Connecticut
$210K
MFG
69
Merit Financial Group
Georgia
$207K
SWM
70
SeaCrest Wealth Management
New York
$206K
CWMK
71
Caliber Wealth Management (Kansas)
Kansas
$203K
APCM
72
Alaska Permanent Capital Management
Alaska
$172K
CFD
73
Creative Financial Designs
Indiana
$87.2K
RFP
74
Root Financial Partners
California
$81.8K +$82.1K +2,814 New
IA
75
IFP Advisors
Florida
$70.6K