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Innovator Equity Defined Protection ETF - 1 Yr July

92 hedge funds and large institutions have $86.5M invested in Innovator Equity Defined Protection ETF - 1 Yr July in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

138% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 13

24% more funds holding

Funds holding: 7492 (+18)

23% more capital invested

Capital invested by funds: $70.4M → $86.5M (+$16.1M)

11.52% less ownership

Funds ownership: 65.74%54.22% (-12%)

Holders
92
Holders Change
+18
Holders Change %
+24.32%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
31
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
Sovran Advisors
California
$10.4M +$799K +28,064 +8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.14M -$374K -13,145 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.41M +$2.45M +86,197 +128%
CF
4
Centaurus Financial
California
$4.32M +$1.09M +38,128 +34%
HighTower Advisors
5
HighTower Advisors
Illinois
$3.71M +$966K +33,912 +36%
CNBT
6
Canandaigua National Bank & Trust
New York
$3.57M +$117K +4,098 +3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.35M +$2.28M +80,154 +220%
AWM
8
AE Wealth Management
Kansas
$2.44M -$150K -5,252 -6%
KAS
9
Kestra Advisory Services
Texas
$2.13M +$1.3M +45,780 +162%
AIC
10
Archer Investment Corporation
Indiana
$1.87M +$155K +5,436 +9%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.65M +$1.64M +57,452 New
SWA
12
Stratos Wealth Advisors
Ohio
$1.59M +$69.3K +2,435 +5%
PCA
13
Prosperity Capital Advisors
Ohio
$1.48M +$1.17M +41,005 +390%
DI
14
Diligent Investors
California
$1.39M
KWM
15
KFG Wealth Management
Indiana
$1.36M +$97.6K +3,426 +8%
CWS
16
Cypress Wealth Services
California
$1.32M
Raymond James Financial
17
Raymond James Financial
Florida
$1.31M +$1.16M +40,758 +862%
HBS
18
Howard Bailey Securities
Indiana
$1.3M +$179K +6,289 +16%
TF
19
Trek Financial
Arizona
$1.29M +$160K +5,614 +14%
OC
20
Optima Capital
Oregon
$1.19M -$263K -9,253 -18%
CAG
21
Csenge Advisory Group
Florida
$1.18M +$267K +9,377 +30%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.15M +$181K +6,350 +19%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$894K +$441K +15,488 +100%
IWM
24
IMG Wealth Management
Florida
$875K
SPC
25
Sigma Planning Corp
Michigan
$874K +$866K +30,414 New