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Innovator Equity Defined Protection ETF - 1 Yr July

69 hedge funds and large institutions have $57.9M invested in Innovator Equity Defined Protection ETF - 1 Yr July in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

6.37% more ownership

Funds ownership: 46.47%52.84% (+6.4%)

6% more funds holding

Funds holding: 6569 (+4)

4% less capital invested

Capital invested by funds: $60.4M → $57.9M (-$2.47M)

74% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 31

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.39M -$150K -5,565 -2%
RA
2
RFG Advisory
Alabama
$4.21M -$17.6K -652 -0.4%
CF
3
Centaurus Financial
California
$3.61M -$40K -1,485 -1%
CNBT
4
Canandaigua National Bank & Trust
New York
$3.25M +$3.24M +120,106 New
PS
5
Principal Securities
Iowa
$2.77M +$33.8K +1,255 +1%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.57M
CWS
7
Cypress Wealth Services
California
$1.96M
HI
8
Harbour Investments
Wisconsin
$1.71M -$30.7K -1,140 -2%
AIC
9
Archer Investment Corporation
Indiana
$1.6M -$77.1K -2,859 -5%
DI
10
Diligent Investors
California
$1.52M -$67.4K -2,500 -4%
SWA
11
Stratos Wealth Advisors
Ohio
$1.26M -$1.86K -69 -0.1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.24M +$329K +12,200 +36%
TF
13
Trek Financial
Arizona
$1.13M -$187K -6,925 -14%
TC
14
TownSquare Capital
Utah
$1.06M -$1.57M -58,193 -60%
OMC
15
Old Mission Capital
Illinois
$1.05M -$151K -5,599 -13%
BWM
16
Brown Wealth Management
Illinois
$1.04M +$1.03M +38,271 New
KWM
17
KFG Wealth Management
Indiana
$1.03M
IMC
18
Investment Management Corporation
Virginia
$1.02M +$1.01M +37,638 New
IWM
19
IMG Wealth Management
Florida
$854K +$851K +31,588 New
NA
20
NewEdge Advisors
Louisiana
$849K -$86.8K -3,219 -9%
CA
21
Continuum Advisory
Idaho
$806K +$14.5K +537 +2%
Jane Street
22
Jane Street
New York
$694K +$387K +14,361 +127%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$646K -$6.74K -250 -1%
KAS
24
Kestra Advisory Services
Texas
$624K -$76.8K -2,850 -11%
HAS
25
HBW Advisory Services
California
$609K +$15.5K +576 +3%