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Innovator Equity Defined Protection ETF - 1 Yr May

24 hedge funds and large institutions have $18.3M invested in Innovator Equity Defined Protection ETF - 1 Yr May in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $12.8M → $18.3M (+$5.49M)

17.64% more ownership

Funds ownership: 34.03%51.67% (+18%)

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
2
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
WealthCare Asset Management
Missouri
$6.84M +$6.88M +272,693 New
Raymond James Financial
2
Raymond James Financial
Florida
$1.67M +$271K +10,736 +20%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.31M -$334K -13,235 -20%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.04M +$523K +20,721 +104%
Osaic Holdings
5
Osaic Holdings
Arizona
$928K
LWA
6
Lineweaver Wealth Advisors
Ohio
$885K
KWA
7
Kingswood Wealth Advisors
California
$799K
KAS
8
Kestra Advisory Services
Texas
$737K
CVA
9
Central Valley Advisors
California
$656K
FFA
10
Farther Finance Advisors
California
$627K
ASN
11
Advisory Services Network
Georgia
$554K -$9.08K -360 -2%
BCM
12
Brookstone Capital Management
Illinois
$511K -$71K -2,814 -12%
OMC
13
Old Mission Capital
Illinois
$390K -$597K -23,657 -61%
DFA
14
DHJJ Financial Advisors
Illinois
$303K
EWM
15
Evolution Wealth Management
Florida
$267K -$2.12K -84 -0.8%
KWM
16
KFG Wealth Management
Indiana
$240K -$14.5K -573 -6%
HI
17
Harbour Investments
Wisconsin
$225K -$1.23M -48,822 -85%
WP
18
WealthShield Partners
North Carolina
$210K
AWM
19
AE Wealth Management
Kansas
$49.9K -$17.5K -695 -26%
CA
20
CoreCap Advisors
Michigan
$26.2K
IA
21
IFP Advisors
Florida
$26.1K
JP Morgan Chase
22
JP Morgan Chase
New York
$7.63K +$7.57K +300 New
JFG
23
JDM Financial Group
Texas
$6.15K
UBS Group
24
UBS Group
Switzerland
$51 -$4.31K -171 -99%
GTAM
25
Global Trust Asset Management
Florida
-$20.1K -800 Closed