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Innovator Defined Wealth Shield ETF

77 hedge funds and large institutions have $241M invested in Innovator Defined Wealth Shield ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

10% more capital invested

Capital invested by funds: $218M → $241M (+$22.6M)

7% more funds holding

Funds holding: 7277 (+5)

1.13% less ownership

Funds ownership: 75.76%74.63% (-1.1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
15
Increased
32
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
26
Compass Advisory Group
New York
$1.92M -$8.82M -328,033 -82%
RC
27
Rovin Capital
Arizona
$1.73M +$192K +7,141 +13%
DI
28
DFPG Investments
Utah
$1.72M
MA
29
MAS Advisors
Florida
$1.68M -$652K -24,226 -28%
TF
30
Trek Financial
Arizona
$1.66M
AWS
31
Atria Wealth Solutions
New York
$1.66M +$257K +9,547 +19%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.47M +$102K +3,778 +8%
PCA
33
Prosperity Capital Advisors
Ohio
$1.33M +$876K +32,564 +201%
CAL
34
Capital Analysts LLC
Pennsylvania
$1.25M +$885K +32,906 +256%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.21M +$883K +32,825 +282%
VIM
36
Vista Investment Management
Pennsylvania
$1.18M -$191K -7,093 -14%
MSFS
37
Main Street Financial Solutions
Pennsylvania
$1.14M +$367K +13,660 +49%
BWM
38
BCS Wealth Management
Tennessee
$1.08M +$43.5K +1,618 +4%
VWA
39
Visionary Wealth Advisors
Illinois
$1.07M +$579K +21,511 +120%
DIM
40
Delta Investment Management
California
$1.02M -$45.5K -1,691 -4%
CAN
41
Cetera Advisor Networks
California
$1.01M +$657K +24,419 +193%
RA
42
RiverTree Advisors
Florida
$958K +$947K +35,200 New
KPWS
43
Kestra Private Wealth Services
Texas
$949K +$55.7K +2,072 +6%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$925K
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$771K -$92.8K -3,450 -11%
SOS
46
Silver Oak Securities
Tennessee
$702K -$48.6K -1,807 -7%
HI
47
Harbour Investments
Wisconsin
$514K +$275K +10,215 +118%
WP
48
WealthPLAN Partners
Nebraska
$504K -$27.8K -1,033 -5%
CBFP
49
Cedar Brook Financial Partners
Ohio
$402K +$6.97K +259 +2%
RPSA
50
Richard P. Slaughter Associates
Texas
$402K +$397K +14,759 New