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Innovator Defined Wealth Shield ETF
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32 hedge funds and large institutions have $45.6M invested in Innovator Defined Wealth Shield ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

52% more funds holding

Funds holding: 21 → 32 (+11)

29% more capital invested

Capital invested by funds: $35.3M → $45.6M (+$10.3M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

39.8% less ownership

Funds ownership: 83.54% → 43.74% (-40%)

Holders
32
Holders Change
+11
Holders Change %
+52.38%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
10
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWA
Pillar Wealth Advisors
Pennsylvania
+$5.68M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.01M
3
KWM
Kingsview Wealth Management
Oregon
+$1.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.2M
5
IA
IFP Advisors
Florida
+$811K

Top Sellers

1
ACM
Arlington Capital Management
Illinois
-$8.25M
2
BFG
Bouchey Financial Group
New York
-$7.23M
3
IIA
Integral Investment Advisors
California
-$1.19M
4
AWM
AE Wealth Management
Kansas
-$490K
5
BA
Bellwether Advisors
Nebraska
-$118K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCFS
26
S.C. Financial Services
Arizona
$310K +$310K +12,000 New
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$296K +$226K +8,750 +325%
JIC
28
Johnson Investment Counsel
Ohio
$255K – – –
AL
29
ACAS LLC
California
$238K +$237K +9,193 New
CAL
30
Capital Analysts LLC
Pennsylvania
$68K -$27.5K -1,065 -29%
BA
31
Bellwether Advisors
Nebraska
$50K -$118K -4,589 -70%
AAP
32
Arax Advisory Partners
Colorado
$29K +$28.8K +1,117 New
ACM
33
Arlington Capital Management
Illinois
– -$8.25M -318,091 Closed
BFG
34
Bouchey Financial Group
New York
– -$7.23M -278,834 Closed
AWM
35
AE Wealth Management
Kansas
– -$490K -18,897 Closed
EWM
36
Elmwood Wealth Management
California
– -$78K -3,000 Closed
DHGWA
37
Dixon Hughes Goodman Wealth Advisors
North Carolina
– -$20K -770 Closed
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