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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
DFA
76
DHJJ Financial Advisors
Illinois
$67.2K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$55.1K
AWM
78
AE Wealth Management
Kansas
$44.3K -$5.95K -204 -12%
IA
79
IFG Advisory
Georgia
$29.1K +$29.2K +1,000 New
FNWA
80
Financial Network Wealth Advisors
Utah
$27.9K
UBS Group
81
UBS Group
Switzerland
$23.1K +$17.6K +603 +314%
NS
82
NBC Securities
Alabama
$22.4K
MWM
83
Mosley Wealth Management
California
$10.5K +$10.6K +364 New
Morgan Stanley
84
Morgan Stanley
New York
$4.68K
PWPS
85
Pinnacle Wealth Planning Services
Ohio
$1.1K
SA
86
Sovran Advisors
California
-$7.8M -267,418 Closed
BCI
87
Brinker Capital Investments
Pennsylvania
-$289K -9,956 Closed
Ameriprise
88
Ameriprise
Minnesota
-$236K -8,105 Closed
MW
89
Maia Wealth
Colorado
-$227K -7,764 Closed
PWP
90
Prasad Wealth Partners
Ohio
-$225K -7,725 Closed
IAS
91
Integrity Advisory Solutions
Texas
-$205K -7,054 Closed
Barclays
92
Barclays
United Kingdom
-$131K -4,516 Closed
Bank of America
93
Bank of America
North Carolina
-$38.1K -1,310 Closed
OC
94
Optima Capital
Oregon
-$25.6K -882 Closed
CFS
95
Compass Financial Services
Iowa
-$18.2K -625 Closed
JP Morgan Chase
96
JP Morgan Chase
New York
-$11.7K -404 Closed