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ZNOV

Innovator Equity Defined Protection ETF - 1 Yr November

30 hedge funds and large institutions have $21.5M invested in Innovator Equity Defined Protection ETF - 1 Yr November in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.62% less ownership

Funds ownership: 52.94%47.32% (-5.6%)

6% less funds holding

Funds holding: 3230 (-2)

7% less capital invested

Capital invested by funds: $23.2M → $21.5M (-$1.73M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$3.49M +$370K +14,623 +12%
William Blair & Company
2
William Blair & Company
Illinois
$3.01M -$34.6K -1,370 -1%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.27M +$2.21M +87,471 New
CWS
4
Cypress Wealth Services
California
$1.66M
KAS
5
Kestra Advisory Services
Texas
$1.5M -$48K -1,900 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.46M -$311K -12,298 -18%
BCI
7
Brinker Capital Investments
Pennsylvania
$1.14M +$102K +4,040 +10%
AF
8
Advisornet Financial
Minnesota
$895K -$101K -4,014 -10%
EMAM
9
Encompass More Asset Management
California
$719K +$283K +11,189 +68%
TWP
10
Triad Wealth Partners
Kansas
$591K +$190K +7,518 +49%
BCM
11
Brookstone Capital Management
Illinois
$487K -$306K -12,125 -39%
AIC
12
Archer Investment Corporation
Indiana
$480K -$11.5K -455 -2%
ATPW
13
Ashton Thomas Private Wealth
Arizona
$476K +$65K +2,571 +16%
IA
14
IFG Advisors
Missouri
$390K
LWA
15
Lineweaver Wealth Advisors
Ohio
$336K
Osaic Holdings
16
Osaic Holdings
Arizona
$324K -$40.4K -1,600 -11%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$288K
FA
18
FC Advisory
Pennsylvania
$269K +$4.9K +194 +2%
MFGM
19
Marshall Financial Group (Maryland)
Maryland
$259K
VFPW
20
Vantage Financial Partners (Wisconsin)
Wisconsin
$244K
IWM
21
IMG Wealth Management
Florida
$232K
SWM
22
Spire Wealth Management
Virginia
$208K -$51 -2 -0%
HAS
23
HBW Advisory Services
California
$207K +$201K +7,969 New
FA
24
FSA Advisors
Michigan
$205K +$200K +7,897 New
LPL Financial
25
LPL Financial
California
$203K +$197K +7,811 New

ZNOV Hedge Fund Activity: Q2 2025 in Review

30 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) for Q2 2025, worth a combined $21.5M — down 7.5% from $23.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ZNOV and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $2.21M. The largest seller was Brown Wealth Management, exiting entirely with an estimated $1.75M sold.

  • 30 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) as of Q2 2025, down from 32 in Q1 2025.
  • Funds reported $21.5M of Innovator Equity Defined Protection ETF - 1 Yr November stock for Q2 2025, down 7.5% quarter-over-quarter.
  • 5 funds opened new Innovator Equity Defined Protection ETF - 1 Yr November positions in Q2 2025 and 6 closed out, a net change of -1 holder.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr November buyer in Q2 2025 was Carson Wealth (CWM LLC), an estimated $2.21M added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr November seller in Q2 2025 was Brown Wealth Management, an estimated $1.75M sold.

Based on aggregated 13F filings for Q2 2025.