Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
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.
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: 68 → 74 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sovran Advisors
San Diego,
California
|
+$9.09M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.4M |
| 3 |
Goldman Sachs
New York
|
+$1.61M |
| 4 |
OC
Optima Capital
Beaverton,
Oregon
|
+$1.38M |
| 5 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
-$1.05M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$917K |
| 3 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$561K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$537K |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
-$521K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HAS
76
HBW Advisory Services
Simi Valley,
California
| – | -$561K | -20,968 | Closed |
|
|
OMC
77
Old Mission Capital
Chicago,
Illinois
| – | -$537K | -20,060 | Closed |
|
|
SAW
78
Signal Advisors Wealth
Detroit,
Michigan
| – | -$309K | -11,525 | Closed |
|
79
Wolverine Trading
Chicago,
Illinois
| – | -$288K | -10,759 | Closed |
|
|
AC
80
Applied Capital
Little Rock,
Arkansas
| – | -$218K | -8,158 | Closed |
|
|
AWS
81
Atria Wealth Solutions
New York
| – | -$217K | -8,102 | Closed |
|
|
VWA
82
Visionary Wealth Advisors
O'fallon,
Illinois
| – | -$212K | -7,915 | Closed |
|
|
CWAF
83
Core Wealth Advisors (Florida)
Lakeland,
Florida
| – | -$208K | -7,758 | Closed |
|
84
Barclays
London,
United Kingdom
| – | -$147K | -5,475 | 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.