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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
APCM
76
Alaska Permanent Capital Management
Alaska
$172K
Barclays
77
Barclays
United Kingdom
$131K +$91K +3,152 +231%
CFD
78
Creative Financial Designs
Indiana
$87.2K
IA
79
IFP Advisors
Florida
$70.5K -$55.9K -1,935 -44%
DFA
80
DHJJ Financial Advisors
Illinois
$67.1K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$55K
AWM
82
AE Wealth Management
Kansas
$50.2K -$2.41M -83,303 -98%
Bank of America
83
Bank of America
North Carolina
$38.1K +$8.95K +310 +31%
FNWA
84
Financial Network Wealth Advisors
Utah
$27.9K
OC
85
Optima Capital
Oregon
$25.6K -$1.17M -40,415 -98%
NS
86
NBC Securities
Alabama
$22.4K
CFS
87
Compass Financial Services
Iowa
$18.2K
JP Morgan Chase
88
JP Morgan Chase
New York
$11.7K -$114K -3,937 -91%
UBS Group
89
UBS Group
Switzerland
$5.58K +$5.54K +192 New
Morgan Stanley
90
Morgan Stanley
New York
$4.68K
PWPS
91
Pinnacle Wealth Planning Services
Ohio
$1.1K +$1.1K +38 New
HBS
92
Howard Bailey Securities
Indiana
-$1.3M -45,153 Closed
CAG
93
Csenge Advisory Group
Florida
-$1.18M -41,079 Closed
FPAS
94
Focus Partners Advisor Solutions
Missouri
-$894K -30,976 Closed
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
-$300K -10,426 Closed
FA
96
FSA Advisors
Michigan
-$275K -9,567 Closed
M1FG
97
Mach-1 Financial Group
Arkansas
-$203K -7,054 Closed
PS
98
Principal Securities
Iowa
-$42.3K -1,473 Closed
MAM
99
MMA Asset Management
Pennsylvania
-$9.91K -345 Closed