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Innovator Defined Wealth Shield ETF

80 hedge funds and large institutions have $326M invested in Innovator Defined Wealth Shield ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

22% more capital invested

Capital invested by funds: $268M → $326M (+$58.1M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 7380 (+7)

4.84% more ownership

Funds ownership: 67.81%72.65% (+4.8%)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
15
Increased
40
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
26
MGO One Seven
Ohio
$3.38M +$3.41M +121,740 New
CAL
27
Capital Analysts LLC
Pennsylvania
$2.38M +$789K +28,183 +49%
W
28
Wealthquest
Ohio
$2.33M -$567K -20,234 -19%
AWM
29
AE Wealth Management
Kansas
$2.21M -$331K -11,811 -13%
WIA
30
World Investment Advisors
California
$2.16M +$43.4K +1,550 +2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.08M -$3.67M -131,152 -64%
RC
32
Rovin Capital
Arizona
$2M -$25.8K -921 -1%
AWS
33
Atria Wealth Solutions
New York
$1.93M +$112K +4,007 +6%
KAS
34
Kestra Advisory Services
Texas
$1.93M -$434K -15,516 -18%
SWA
35
SFMG Wealth Advisors
Texas
$1.85M -$262K -9,343 -12%
RA
36
RiverTree Advisors
Florida
$1.81M -$13.3K -476 -0.7%
CAG
37
Compass Advisory Group
New York
$1.76M -$30.3K -1,083 -2%
DI
38
DFPG Investments
Utah
$1.75M
UBS Group
39
UBS Group
Switzerland
$1.69M +$1.7M +60,819 New
CAN
40
Cetera Advisor Networks
California
$1.66M +$870K +31,083 +109%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.41M +$279K +9,950 +24%
MSFS
42
Main Street Financial Solutions
Pennsylvania
$1.34M +$143K +5,100 +12%
BWM
43
BCS Wealth Management
Tennessee
$1.28M +$150K +5,341 +13%
VWA
44
Visionary Wealth Advisors
Illinois
$1.26M +$173K +6,188 +16%
TCM
45
Triumph Capital Management
Colorado
$1.09M +$1.1M +39,341 New
KPWS
46
Kestra Private Wealth Services
Texas
$1.07M +$55.7K +1,989 +5%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.04M +$636K +22,708 +154%
BPA
48
Beacon Pointe Advisors
California
$1.03M +$1.04M +37,052 New
DIM
49
Delta Investment Management
California
$974K -$51K -1,823 -5%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$960K +$1.48K +53 +0.2%