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Innovator Defined Wealth Shield ETF

45 hedge funds and large institutions have $121M invested in Innovator Defined Wealth Shield ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
12
Increased
20
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IA
26
IFP Advisors
Florida
$757K 29,430 -2,000 -6%
W
27
Wealthquest
Ohio
$604K 23,447
LNC
28
Lincoln National Corp
Pennsylvania
$569K 22,081 +5,430 +33%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$557K 21,608 +493 +2%
WIM
30
WealthPlan Investment Management
Nebraska
$514K 19,453 +19,453 New
SWM
31
Spire Wealth Management
Virginia
$488K 18,933 +6,100 +48%
VWA
32
Visionary Wealth Advisors
Illinois
$429K 16,638 -4,036 -20%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$288K 11,200 +11,200 New
Wells Fargo
34
Wells Fargo
California
$280K 10,868 +10,868 New
CA
35
Cambridge Advisors
Nebraska
$258K 10,000
CAN
36
Cetera Advisor Networks
California
$253K 9,795 +1,415 +17%
AWS
37
Atria Wealth Solutions
New York
$248K 9,606 +9,606 New
MML Investors Services
38
MML Investors Services
Massachusetts
$213K 8,248 +8,248 New
PAS
39
Park Avenue Securities
New York
$201K 7,775
FA
40
Fermata Advisors
California
$200K 7,768 +7,768 New
CAL
41
Capital Analysts LLC
Pennsylvania
$68K 2,636
BA
42
Bellwether Advisors
Nebraska
$59K 2,324
AAP
43
Arax Advisory Partners
Colorado
$5K 194 -241 -55%
HI
44
Harbour Investments
Wisconsin
$5K 200
CIAS
45
Capital Investment Advisory Services
North Carolina
$1K 40
ACM
46
Arlington Capital Management
Illinois
-386,211 Closed
SOS
47
Silver Oak Securities
Tennessee
-28,314 Closed
CA
48
Cetera Advisors
Colorado
-24,930 Closed
BPA
49
Beacon Pointe Advisors
California
-13,050 Closed
SCFS
50
S.C. Financial Services
Arizona
-12,000 Closed