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Innovator Defined Wealth Shield ETF

191 hedge funds and large institutions have $926M invested in Innovator Defined Wealth Shield ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
PTM Wealth Management
United States
$8.79M
CFS
27
CRA Financial Services
New Jersey
$8.59M
GEA
28
Glen Eagle Advisors
New Jersey
$8.15M
AWS
29
Atria Wealth Solutions
New York
$7.9M
MA
30
Mutual Advisors
Nebraska
$7.8M
AWA
31
ARQ Wealth Advisors
Arizona
$7.56M
SA
32
Sovran Advisors
California
$7.21M
SB
33
Strategic Blueprint
Georgia
$7.06M
PWA
34
Prairie Wealth Advisors
Nebraska
$6.92M
LIWM
35
Long Island Wealth Management
New York
$6.71M
MML Investors Services
36
MML Investors Services
Massachusetts
$6.6M
DWMS
37
Dominguez Wealth Management Solutions
Virginia
$6.6M
FIA
38
Foundations Investment Advisors
Arizona
$6.53M
SPC
39
Sigma Planning Corp
Michigan
$6.08M
FD
40
Financial Designs
California
$5.73M
AWM
41
AE Wealth Management
Kansas
$5.63M
SIM
42
Stratos Investment Management
Ohio
$5.34M
TC
43
TownSquare Capital
Utah
$5.19M
VWA
44
Visionary Wealth Advisors
Illinois
$4.58M
RA
45
RFG Advisory
Alabama
$4.47M
WW
46
Winnow Wealth
Texas
$4.38M
CWA
47
Core Wealth Advisors
Florida
$4.26M
BWM
48
Brown Wealth Management
Illinois
$4.2M
HIW
49
Holos Integrated Wealth
Pennsylvania
$4.07M
TF
50
Trek Financial
Arizona
$4.03M