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Innovator Defined Wealth Shield ETF

106 hedge funds and large institutions have $427M invested in Innovator Defined Wealth Shield ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

13% more funds holding

Funds holding: 94106 (+12)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

15.83% less ownership

Funds ownership: 87.58%71.75% (-16%)

19% less capital invested

Capital invested by funds: $530M → $427M (-$103M)

Holders
106
Holders Change
+12
Holders Change %
+12.77%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
21
Increased
46
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
26
Oliver Lagore Vanvalin Investment Group
Michigan
$3.85M +$3.81M +131,585 New
KAS
27
Kestra Advisory Services
Texas
$3.82M +$1.6M +55,449 +74%
TF
28
Trek Financial
Arizona
$3.75M +$2.74M +94,643 +282%
MOS
29
MGO One Seven
Ohio
$3.66M +$25K +864 +0.7%
Morgan Stanley
30
Morgan Stanley
New York
$3.3M +$3.26M +112,820 New
AWS
31
Atria Wealth Solutions
New York
$3.18M +$874K +30,216 +39%
MMA
32
Miracle Mile Advisors
California
$3.06M -$164K -5,672 -5%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$3.04M +$1.01M +34,855 +50%
DIM
34
Delta Investment Management
California
$3.04M +$1.34M +46,422 +81%
RJA
35
Raymond James & Associates
Florida
$2.97M +$1.47M +50,942 +101%
CTFG
36
Capstone Triton Financial Group
Oklahoma
$2.93M -$61.4K -2,123 -2%
Mariner
37
Mariner
Kansas
$2.76M -$1.12M -38,730 -29%
WIA
38
World Investment Advisors
California
$2.62M +$345K +11,945 +15%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.43M -$2.71M -93,587 -53%
VWA
40
Visionary Wealth Advisors
Illinois
$2.42M +$1.11M +38,281 +86%
RWM
41
Ritholtz Wealth Management
New York
$2.28M +$2.25M +77,935 New
RC
42
Rovin Capital
Arizona
$2.19M +$207K +7,151 +11%
SWA
43
SFMG Wealth Advisors
Texas
$1.91M -$26.3K -910 -1%
RA
44
RiverTree Advisors
Florida
$1.89M -$61K -2,108 -3%
HI
45
Harbour Investments
Wisconsin
$1.89M +$597K +20,654 +47%
RA
46
RFG Advisory
Alabama
$1.85M -$5.07M -175,195 -73%
CAL
47
Capital Analysts LLC
Pennsylvania
$1.78M -$18.4K -636 -1%
CPP
48
Capasso Planning Partners
South Carolina
$1.73M +$246K +8,503 +17%
FIA
49
Foundations Investment Advisors
Arizona
$1.63M -$81.5M -2,817,251 -98%
CAG
50
Compass Advisory Group
New York
$1.47M -$116K -4,012 -7%