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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

76 hedge funds and large institutions have $223M 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, 22 reducing their positions, and 10 closing their positions.

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
15
Increased
32
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$49.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$28.1M
3
PCS
3
Personal CFO Solutions
New Jersey
$6.11M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$6.41M
5
BCM
5
Brookstone Capital Management
Illinois
$15.8M

Top Sellers

1
PWA
1
Pillar Wealth Advisors
Pennsylvania
$0
2
CAG
2
Compass Advisory Group
New York
$1.92M
3
SWA
3
Stratos Wealth Advisors
Ohio
$382K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MMA
5
Miracle Mile Advisors
California
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RC
26
Rovin Capital
Arizona
$1.73M 63,543 +7,141 +13%
DI
27
DFPG Investments
Utah
$1.72M 62,990 – –
MA
28
MAS Advisors
Florida
$1.68M 61,724 -24,226 -28%
TF
29
Trek Financial
Arizona
$1.66M 61,048 – –
AWS
30
Atria Wealth Solutions
New York
$1.66M 60,948 +9,547 +19%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.47M 53,883 +3,778 +8%
PCA
32
Prosperity Capital Advisors
Ohio
$1.33M 48,729 +32,564 +201%
CAL
33
Capital Analysts LLC
Pennsylvania
$1.25M 45,782 +32,906 +256%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.21M 44,449 +32,825 +282%
VIM
35
Vista Investment Management
Pennsylvania
$1.18M 43,418 -7,093 -14%
MSFS
36
Main Street Financial Solutions
Pennsylvania
$1.14M 41,760 +13,660 +49%
BWM
37
BCS Wealth Management
Tennessee
$1.08M 39,734 +1,618 +4%
VWA
38
Visionary Wealth Advisors
Illinois
$1.07M 39,414 +21,511 +120%
DIM
39
Delta Investment Management
California
$1.02M 37,291 -1,691 -4%
CAN
40
Cetera Advisor Networks
California
$1.01M 37,082 +24,419 +193%
RA
41
RiverTree Advisors
Florida
$958K 35,200 +35,200 New
KPWS
42
Kestra Private Wealth Services
Texas
$949K 34,848 +2,072 +6%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$925K 33,968 – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$771K 28,345 -3,450 -11%
SOS
45
Silver Oak Securities
Tennessee
$702K 25,794 -1,807 -7%
HI
46
Harbour Investments
Wisconsin
$514K 18,878 +10,215 +118%
WP
47
WealthPLAN Partners
Nebraska
$504K 18,502 -1,033 -5%
CBFP
48
Cedar Brook Financial Partners
Ohio
$402K 14,778 +259 +2%
RPSA
49
Richard P. Slaughter Associates
Texas
$402K 14,759 +14,759 New
CA
50
Cambridge Advisors
Nebraska
$401K 14,725 +4,725 +47%
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