ZMAR

Innovator Equity Defined Protection ETF - 1 Yr March

59 hedge funds and large institutions have $60.1M invested in Innovator Equity Defined Protection ETF - 1 Yr March in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

0% less capital invested

Capital invested by funds: $60.2M → $60.1M (-$86.4K)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
59
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
Buska Wealth Management
Wisconsin
$417K
M1FG
27
Mach-1 Financial Group
Arkansas
$353K
IAS
28
Integrity Advisory Solutions
Texas
$353K
BTWM
29
Brass Tax Wealth Management
Ohio
$349K
BPA
30
Beacon Pointe Advisors
California
$340K
TF
31
Trek Financial
Arizona
$321K
KWM
32
KFG Wealth Management
Indiana
$285K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$285K
AA
34
Apriem Advisors
California
$263K
CA
35
CGN Advisors
Kansas
$262K
HighTower Advisors
36
HighTower Advisors
Illinois
$258K
LAM
37
Lifestyle Asset Management
Texas
$254K
WFAG
38
Worth Financial Advisory Group
North Carolina
$248K
CA
39
Continuum Advisory
Idaho
$246K
FA
40
FSA Advisors
Michigan
$238K
CW
41
CreativeOne Wealth
Kansas
$230K
TWM
42
Tradition Wealth Management
Minnesota
$229K
AFP
43
Ausdal Financial Partners
Iowa
$226K
KWA
44
Kingswood Wealth Advisors
California
$221K
VFPW
45
Vantage Financial Partners (Wisconsin)
Wisconsin
$215K
ATPW
46
Ashton Thomas Private Wealth
Arizona
$209K
HAS
47
HBW Advisory Services
California
$209K
SB
48
Strategic Blueprint
Georgia
$209K
EWM
49
Evolution Wealth Management
Florida
$162K
ASN
50
Advisory Services Network
Georgia
$148K