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ZJUL

Innovator Equity Defined Protection ETF - 1 Yr July

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.

New
Increased
Maintained
Reduced
Closed

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: 6874 (+6)

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
20
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
Sovran Advisors
California
$9.43M +$9.09M +333,909 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.36M +$141K +5,163 +2%
CNBT
3
Canandaigua National Bank & Trust
New York
$3.38M
CF
4
Centaurus Financial
California
$3.16M -$363K -13,352 -11%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.68M
AWM
6
AE Wealth Management
Kansas
$2.54M +$2.4M +88,145 +4,125%
PS
7
Principal Securities
Iowa
$2.34M -$521K -19,130 -19%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.9M +$221K +8,105 +14%
HI
9
Harbour Investments
Wisconsin
$1.75M +$4.44K +163 +0.3%
AIC
10
Archer Investment Corporation
Indiana
$1.68M +$125K +4,587 +8%
Goldman Sachs
11
Goldman Sachs
New York
$1.66M +$1.61M +59,047 New
SWA
12
Stratos Wealth Advisors
Ohio
$1.49M +$237K +8,716 +20%
OC
13
Optima Capital
Oregon
$1.42M +$1.38M +50,550 New
DI
14
Diligent Investors
California
$1.36M -$25.5K -938 -2%
CWS
15
Cypress Wealth Services
California
$1.3M -$205K -7,521 -14%
KWM
16
KFG Wealth Management
Indiana
$1.24M +$156K +5,740 +15%
TF
17
Trek Financial
Arizona
$1.11M -$35.9K -1,320 -3%
HBS
18
Howard Bailey Securities
Indiana
$1.1M +$1.06M +38,864 New
BWM
19
Brown Wealth Management
Illinois
$1.07M -$109 -4 -0%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.03M +$122K +4,496 +14%
IMC
21
Investment Management Corporation
Virginia
$1.01M -$14.8K -545 -2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$947K +$224K +8,225 +32%
CAG
23
Csenge Advisory Group
Florida
$875K +$863K +31,702 New
IWM
24
IMG Wealth Management
Florida
$858K -$30.8K -1,133 -4%
CA
25
Continuum Advisory
Idaho
$845K +$35.3K +1,296 +5%

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.