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ZJUL

Innovator Equity Defined Protection ETF - 1 Yr July

68 hedge funds and large institutions have $51.6M invested in Innovator Equity Defined Protection ETF - 1 Yr July in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% more ownership

Funds ownership: 52.84%53.08% (+0.23%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 6968 (-1)

11% less capital invested

Capital invested by funds: $57.9M → $51.6M (-$6.29M)

72% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 29

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.8M +$491K +18,085 +7%
CF
2
Centaurus Financial
California
$3.36M -$220K -8,090 -6%
CNBT
3
Canandaigua National Bank & Trust
New York
$3.22M
PS
4
Principal Securities
Iowa
$2.77M
HighTower Advisors
5
HighTower Advisors
Illinois
$2.54M
HI
6
Harbour Investments
Wisconsin
$1.66M -$38.8K -1,430 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.59M +$1.03M +38,000 +178%
AIC
8
Archer Investment Corporation
Indiana
$1.47M -$112K -4,136 -7%
CWS
9
Cypress Wealth Services
California
$1.43M -$517K -19,060 -26%
GWM
10
Geneos Wealth Management
Colorado
$1.4M +$1M +36,902 +239%
DI
11
Diligent Investors
California
$1.32M -$187K -6,875 -12%
SWA
12
Stratos Wealth Advisors
Ohio
$1.18M -$64.8K -2,386 -5%
TF
13
Trek Financial
Arizona
$1.09M -$26K -956 -2%
TC
14
TownSquare Capital
Utah
$1.05M -$4.97K -183 -0.5%
KWM
15
KFG Wealth Management
Indiana
$1.02M
BWM
16
Brown Wealth Management
Illinois
$1.02M -$4.97K -183 -0.5%
IMC
17
Investment Management Corporation
Virginia
$971K -$37.3K -1,375 -4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$854K -$379K -13,968 -30%
IWM
19
IMG Wealth Management
Florida
$846K
NA
20
NewEdge Advisors
Louisiana
$773K -$67.9K -2,500 -8%
CA
21
Continuum Advisory
Idaho
$768K -$30.1K -1,107 -4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$680K +$262K +9,636 +61%
KAS
23
Kestra Advisory Services
Texas
$667K +$50.1K +1,846 +8%
HAS
24
HBW Advisory Services
California
$561K -$41.7K -1,536 -7%
AF
25
Advisornet Financial
Minnesota
$545K

ZJUL Hedge Fund Activity: Q1 2025 in Review

68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) for Q1 2025, worth a combined $51.6M — down 11% from $57.9M a quarter earlier.

Fund positioning in ZJUL was balanced in Q1 2025: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 29 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.03M. The largest seller was RFG Advisory, exiting entirely with an estimated $4.21M sold.

  • 68 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) as of Q1 2025, down from 69 in Q4 2024.
  • Funds reported $51.6M of Innovator Equity Defined Protection ETF - 1 Yr July stock for Q1 2025, down 11% quarter-over-quarter.
  • 6 funds opened new Innovator Equity Defined Protection ETF - 1 Yr July positions in Q1 2025 and 6 closed out, a net change of 0 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr July buyer in Q1 2025 was Osaic Holdings, an estimated $1.03M added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr July seller in Q1 2025 was RFG Advisory, an estimated $4.21M sold.

Based on aggregated 13F filings for Q1 2025.