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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

93 hedge funds and large institutions have $511M invested in Innovator Defined Wealth Shield ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
25
Increased
33
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Milestone Asset Management
Pennsylvania
$83.3M
2
FIA
2
Foundations Investment Advisors
Arizona
$82.8M
3
KWM
3
Kingsview Wealth Management
Oregon
$37.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$9.53M
5
CAN
5
Cetera Advisor Networks
California
$11.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$20.7M
2
SPC
2
Sigma Planning Corp
Michigan
$3.41M
3
CPP
3
Capasso Planning Partners
South Carolina
$1.44M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.86K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$50.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.97M +$1.83M +64,099 +86%
Mariner
27
Mariner
Kansas
$3.81M -$1.18M -41,458 -24%
MOS
28
MGO One Seven
Ohio
$3.55M +$67.4K +2,360 +2%
SPC
29
Sigma Planning Corp
Michigan
$3.41M -$5.35M -187,286 -61%
MMA
30
Miracle Mile Advisors
California
$3.15M -$2.39M -83,686 -43%
CTFG
31
Capstone Triton Financial Group
Oklahoma
$2.92M -$863K -30,191 -23%
AWS
32
Atria Wealth Solutions
New York
$2.24M +$254K +8,900 +13%
WIA
33
World Investment Advisors
California
$2.22M +$2.14K +75 +0.1%
KAS
34
Kestra Advisory Services
Texas
$2.15M +$168K +5,895 +8%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.97M +$903K +31,610 +84%
RC
36
Rovin Capital
Arizona
$1.94M -$118K -4,123 -6%
RA
37
RiverTree Advisors
Florida
$1.91M +$48.6K +1,702 +3%
SWA
38
SFMG Wealth Advisors
Texas
$1.89M -$16.2K -568 -0.9%
DI
39
DFPG Investments
Utah
$1.77M -$1.85K -65 -0.1%
CAL
40
Capital Analysts LLC
Pennsylvania
$1.75M -$690K -24,147 -28%
DIM
41
Delta Investment Management
California
$1.64M +$638K +22,327 +64%
CAG
42
Compass Advisory Group
New York
$1.55M -$257K -8,983 -14%
RJA
43
Raymond James & Associates
Florida
$1.45M +$1.45M +50,586 New
CPP
44
Capasso Planning Partners
South Carolina
$1.44M -$3.96M -138,449 -73%
KPWS
45
Kestra Private Wealth Services
Texas
$1.41M +$312K +10,915 +28%
MSFS
46
Main Street Financial Solutions
Pennsylvania
$1.38M – – –
VWA
47
Visionary Wealth Advisors
Illinois
$1.27M -$32K -1,120 -2%
HI
48
Harbour Investments
Wisconsin
$1.25M +$305K +10,673 +32%
BWM
49
BCS Wealth Management
Tennessee
$1.2M -$119K -4,164 -9%
LIWM
50
Long Island Wealth Management
New York
$1.11M +$1.11M +38,914 New
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