ZMAR

Innovator Equity Defined Protection ETF - 1 Yr March

61 hedge funds and large institutions have $54.8M invested in Innovator Equity Defined Protection ETF - 1 Yr March in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

9% less capital invested

Capital invested by funds: $60.2M → $54.8M (-$5.42M)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
61
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
LAA
26
Liberty Atlantic Advisors
Texas
$397K
WA
27
Waverly Advisors
Alabama
$385K
BPA
28
Beacon Pointe Advisors
California
$346K
TF
29
Trek Financial
Arizona
$319K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$314K
KWM
31
KFG Wealth Management
Indiana
$290K
KA
32
Kovack Advisors
Florida
$288K
AA
33
Apriem Advisors
California
$267K
CA
34
CGN Advisors
Kansas
$266K
HighTower Advisors
35
HighTower Advisors
Illinois
$262K
LAM
36
Lifestyle Asset Management
Texas
$255K
WFAG
37
Worth Financial Advisory Group
North Carolina
$252K
IAS
38
Integrity Advisory Solutions
Texas
$245K
CW
39
CreativeOne Wealth
Kansas
$233K
TWM
40
Tradition Wealth Management
Minnesota
$232K
AFP
41
Ausdal Financial Partners
Iowa
$230K
KWA
42
Kingswood Wealth Advisors
California
$224K
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$218K
ATPW
44
Ashton Thomas Private Wealth
Arizona
$213K
HAS
45
HBW Advisory Services
California
$212K
SB
46
Strategic Blueprint
Georgia
$212K
EWM
47
Evolution Wealth Management
Florida
$165K
IA
48
IFP Advisors
Florida
$136K
FFA
49
Farther Finance Advisors
California
$106K
PWA
50
Physician Wealth Advisors
Utah
$55K