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Innovator Defined Wealth Shield ETF

44 hedge funds and large institutions have $98M invested in Innovator Defined Wealth Shield ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

115% more capital invested

Capital invested by funds: $45.6M → $98M (+$52.4M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

38% more funds holding

Funds holding: 3244 (+12)

33.18% more ownership

Funds ownership: 43.74%76.92% (+33%)

Holders
44
Holders Change
+12
Holders Change %
+37.5%
% of All Funds
0.74%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
16
Increased
17
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$483K +$132K +5,135 +38%
LNC
27
Lincoln National Corp
Pennsylvania
$430K
AWM
28
AE Wealth Management
Kansas
$418K +$416K +16,195 New
BPA
29
Beacon Pointe Advisors
California
$337K +$1.28K +50 +0.4%
SWM
30
Spire Wealth Management
Virginia
$331K +$330K +12,833 New
SCFS
31
S.C. Financial Services
Arizona
$310K
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$296K
AWM
33
Axxcess Wealth Management
California
$265K +$264K +10,268 New
CA
34
Cambridge Advisors
Nebraska
$258K +$257K +10,000 New
JIC
35
Johnson Investment Counsel
Ohio
$255K
CAN
36
Cetera Advisor Networks
California
$216K +$215K +8,380 New
AL
37
ACAS LLC
California
$212K -$27.9K -1,086 -12%
PAS
38
Park Avenue Securities
New York
$201K +$200K +7,775 New
CAL
39
Capital Analysts LLC
Pennsylvania
$68K
BA
40
Bellwether Advisors
Nebraska
$60K +$9.96K +388 +20%
CFGS
41
Concourse Financial Group Securities
Alabama
$20K +$19.9K +775 New
AAP
42
Arax Advisory Partners
Colorado
$11K -$17.5K -682 -61%
HI
43
Harbour Investments
Wisconsin
$5K +$5.14K +200 New
CIAS
44
Capital Investment Advisory Services
North Carolina
$1K +$1.03K +40 New
OMC
45
Old Mission Capital
Illinois
-$521K -20,127 Closed
APCM
46
Alaska Permanent Capital Management
Alaska
-$385K -14,886 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$329K -12,723 Closed
ASN
48
Advisory Services Network
Georgia
-$320K -12,382 Closed