Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (IGTR)

14 + Investors. Track Smart Money conviction in IGTR. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
36%

Smart Money Signals — IGTR

Based on 14 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
14 funds currently hold this stock — 88% of the 3.0-year high of 16 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🔴

Heavy selling pressure — only 36% buying

4 buying7 selling
Last quarter: 7 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 3 → 2 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

43% conviction (2yr+) 29% medium 29% new
6 out of 14 hedge funds have held IGTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

1 → 2 → 3 → 2 → 2 new funds/Q
New funds entering each quarter: 2 → 3 → 2 → 2. IGTR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 50% veterans vs 21% newcomers

50% veterans 29% 1-2yr 21% new
Entry-cohort mix of 14 holders: 7 (50%) are 2+ year veterans, 4 entered 1–2 years ago, and 3 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
5 of 14 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IGTR

In 2026 Q1, 4 hedge funds were net buyers of IGTR (2 opened a new position, 2 added to an existing one), while 7 reduced or exited (5 trimmed, 2 sold completely) — a 36% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 14.

Hedge Fund Ownership: IGTR

How many hedge funds hold IGTR — quarterly history vs. share price
Quarterly hedge fund ownership of IGTR vs. share price

Market Analysis: IGTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGTR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Innovator Etfs Trust (IGTR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IGTR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
IGTR
+26.8%
SPY
+15.1%

IGTR outperformed SPY by +11.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
IGTR
+16.4%
SPY
+1.3%

Since the filing became public, IGTR outperformed SPY by +15.1% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: IGTR
14 + Investors

Track Smart Money conviction in IGTR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 14 14 -
13F Shares 2M 2M -9.73%
Total Value $51M $56M -8.81%
New Positions 2 2 -
Increased Positions 2 2 -
Closed Positions 2 0 +2
Reduced Positions 5 7 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGTR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

14 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IGTR. Verified SEC 13F-HR filings.

QUARTER:
Top 14 IGTR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gradient Investments LLC 0.68% 1,559,534 $44.2M
2 Copley Financial Group, Inc. 0.51% 30,088 $853K
3 Brown Financial Advisors 0.09% 8,061 $229K
4 Virtue Capital Management, LLC 0.03% 7,559 $208K
5 CreativeOne Wealth, LLC 0.01% 7,898 $224K
6 Aptus Capital Advisors, LLC 0.00% 12,857 $364K
7 AE Wealth Management LLC 0.00% 2,391 $68K
8 Susquehanna International Group, LLP 0.00% 94,794 $2.7M
9 Jane Street Group, LLC 0.00% 81,686 $2.3M
10 Royal Bank of Canada 0.00% 1,330 $38K
11 IFP Advisors, Inc 0.00% 5
12 Osaic Holdings, INC. 0.00% 25
13 UBS Group AG 0.00% 131 $4K
14 Morgan Stanley 0.00% 1
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Innovator Etfs Trust (IGTR)

What does the Smart Money Trend signal show for IGTR?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for IGTR?

Heavy selling pressure — only 36% buying: Last quarter: 7 funds sold vs only 4 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for IGTR holders?

Smaller funds dominant — 10% AUM from top-100: 5 of 14 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IGTR?

43% of holders stayed for 2+ years: 6 out of 14 hedge funds have held IGTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Innovator Etfs Trust (IGTR) following the 2026 Q1 hedge fund 13F filings?

As of today, IGTR has moved +16.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +15.1%. Since the quarter end (March 31, 2026), IGTR has gained +26.8% vs +15.1% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →