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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

72 hedge funds and large institutions have $250M invested in Innovator Defined Wealth Shield ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.14%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
5
Increased
40
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$5.74M
2
CF
2
Centaurus Financial
California
$7.3M
3
SPC
3
Sigma Planning Corp
Michigan
$8.11M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$31.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.21M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$5.31M
2
MA
2
MAS Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$2.37M
4
AWM
4
AE Wealth Management
Kansas
$2.54M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$49.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WIA
26
World Investment Advisors
California
$2.12M 76,100 – –
SWA
27
SFMG Wealth Advisors
Texas
$2.12M 76,055 – –
RC
28
Rovin Capital
Arizona
$2.03M 72,841 +9,298 +15%
RA
29
RiverTree Advisors
Florida
$1.83M 65,592 +30,392 +86%
AWS
30
Atria Wealth Solutions
New York
$1.83M 65,498 +4,550 +7%
CAG
31
Compass Advisory Group
New York
$1.79M 64,217 -6,314 -9%
DI
32
DFPG Investments
Utah
$1.75M 62,340 -650 -1%
Mariner
33
Mariner
Kansas
$1.67M 60,036 +45,599 +316%
CAL
34
Capital Analysts LLC
Pennsylvania
$1.6M 57,377 +11,595 +25%
PCA
35
Prosperity Capital Advisors
Ohio
$1.42M 50,811 +2,082 +4%
BCA
36
Bay Colony Advisors
Massachusetts
$1.24M 44,636 +44,636 New
TF
37
Trek Financial
Arizona
$1.21M 43,385 -17,663 -29%
MSFS
38
Main Street Financial Solutions
Pennsylvania
$1.2M 43,110 +1,350 +3%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.14M 40,800 +28,800 +240%
BWM
40
BCS Wealth Management
Tennessee
$1.14M 40,781 +1,047 +3%
VWA
41
Visionary Wealth Advisors
Illinois
$1.09M 39,250 -164 -0.4%
DIM
42
Delta Investment Management
California
$1.03M 36,853 -438 -1%
KPWS
43
Kestra Private Wealth Services
Texas
$1.02M 36,412 +1,564 +4%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$961K 34,468 +500 +1%
HI
45
Harbour Investments
Wisconsin
$837K 30,017 +11,139 +59%
CAN
46
Cetera Advisor Networks
California
$795K 28,494 -8,588 -23%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$763K 27,355 -990 -3%
HighTower Advisors
48
HighTower Advisors
Illinois
$745K 26,730 +18,913 +242%
WAS
49
Wealth Advisory Solutions
Indiana
$740K 26,517 +26,517 New
VIM
50
Vista Investment Management
Pennsylvania
$739K 26,509 -16,909 -39%
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