We are live on ! Find out more
BALT icon

Innovator Defined Wealth Shield ETF
BALT

130 hedge funds and large institutions have $571M invested in Innovator Defined Wealth Shield ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 28

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

36% more capital invested

Capital invested by funds: $419M → $571M (+$152M)

6% more funds holding

Funds holding: 123 → 130 (+7)

4.08% more ownership

Funds ownership: 66.12% → 70.2% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
66
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kingsview Wealth Management
Oregon
+$43.6M
2
W
Wealthquest
Ohio
+$20.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.9M
4
CWG
Crown Wealth Group
North Carolina
+$10.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.8M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.38M
2
MA
Mutual Advisors
Nebraska
-$3.11M
3
PCA
Prosperity Capital Advisors
Ohio
-$2.27M
4
RWM
Ritholtz Wealth Management
New York
-$1.32M
5
RIA
Regal Investment Advisors
Michigan
-$920K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$4.17M +$4.08M +134,656 +26,096%
HI
27
Harbour Investments
Wisconsin
$4.11M +$477K +15,736 +13%
TF
28
Trek Financial
Arizona
$3.9M +$115K +3,806 +3%
VWA
29
Visionary Wealth Advisors
Illinois
$3.47M +$292K +9,638 +9%
WIA
30
World Investment Advisors
California
$3.46M +$491K +16,190 +17%
BWM
31
Brown Wealth Management
Illinois
$3.2M +$3.15M +103,822 New
TC
32
TownSquare Capital
Utah
$3.2M +$3.15M +103,822 New
MAM
33
Milestone Asset Management
Pennsylvania
$3.19M +$479K +15,792 +18%
IFG
34
Independent Financial Group
California
$3.08M +$1.46M +48,101 +93%
GEA
35
Glen Eagle Advisors
New Jersey
$3.02M +$2.98M +98,090 New
OLVIG
36
Oliver Lagore Vanvalin Investment Group
Michigan
$2.85M +$500K +16,480 +22%
CWAF
37
Core Wealth Advisors (Florida)
Florida
$2.85M +$291K +9,578 +12%
CTFG
38
Capstone Triton Financial Group
Oklahoma
$2.56M -$16.8K -553 -0.7%
RA
39
RFG Advisory
Alabama
$2.25M +$116K +3,814 +6%
CB
40
Chris Bulman
California
$2.18M +$143K +4,698 +7%
RC
41
Rovin Capital
Arizona
$2.17M -$47.8K -1,577 -2%
CFCI
42
Comprehensive Financial Consultants Institutional
Indiana
$2.11M +$252K +8,311 +14%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.06M -$3.38M -111,296 -63%
SOS
44
Silver Oak Securities
Tennessee
$2.01M +$303K +9,997 +18%
SWA
45
SFMG Wealth Advisors
Texas
$2.01M – – –
CA
46
Cannon Advisors
North Carolina
$1.92M +$1.89M +62,233 New
RA
47
RiverTree Advisors
Florida
$1.86M -$71.2K -2,346 -4%
IIA
48
Integral Investment Advisors
California
$1.75M -$30K -990 -2%
CAL
49
Capital Analysts LLC
Pennsylvania
$1.74M -$3.55K -117 -0.2%
SEIA
50
Signature Estate & Investment Advisors
California
$1.68M +$410K +13,530 +33%
1
2
3 4 5