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Innovator Defined Wealth Shield ETF

194 hedge funds and large institutions have $960M invested in Innovator Defined Wealth Shield ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 98 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 8

308% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

40% more capital invested

Capital invested by funds: $684M → $960M (+$275M)

26% more funds holding

Funds holding: 154194 (+40)

1.21% more ownership

Funds ownership: 70.67%71.87% (+1.2%)

Holders
194
Holders Change
+40
Holders Change %
+25.97%
% of All Funds
2.6%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
53
Increased
98
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$10.2M +$6.89M +218,133 +204%
CVA
27
Central Valley Advisors
California
$9.77M +$629K +19,924 +7%
PWM
28
PTM Wealth Management
United States
$8.79M +$9.15M +289,663 New
CFS
29
CRA Financial Services
New Jersey
$8.59M +$577K +18,280 +7%
GEA
30
Glen Eagle Advisors
New Jersey
$8.15M +$2.07M +65,476 +34%
AWS
31
Atria Wealth Solutions
New York
$7.9M +$756K +23,939 +11%
MA
32
Mutual Advisors
Nebraska
$7.8M +$124K +3,939 +2%
AWA
33
ARQ Wealth Advisors
Arizona
$7.56M +$7.61M +240,997 New
SA
34
Sovran Advisors
California
$7.21M +$453K +14,338 +7%
SB
35
Strategic Blueprint
Georgia
$7.06M +$300K +9,484 +4%
PWA
36
Prairie Wealth Advisors
Nebraska
$6.92M +$3.96M +125,256 +131%
LIWM
37
Long Island Wealth Management
New York
$6.71M +$1.86M +58,934 +38%
MML Investors Services
38
MML Investors Services
Massachusetts
$6.6M +$3.62M +114,735 +120%
DWMS
39
Dominguez Wealth Management Solutions
Virginia
$6.6M +$219K +6,933 +3%
FIA
40
Foundations Investment Advisors
Arizona
$6.53M +$290K +9,170 +5%
SPC
41
Sigma Planning Corp
Michigan
$6.08M +$173K +5,477 +3%
FD
42
Financial Designs
California
$5.73M +$150K +4,765 +3%
AWM
43
AE Wealth Management
Kansas
$5.63M +$5.19M +164,253 +1,079%
SIM
44
Stratos Investment Management
Ohio
$5.34M +$5.37M +170,122 New
TC
45
TownSquare Capital
Utah
$5.19M -$20.1K -636 -0.4%
VWA
46
Visionary Wealth Advisors
Illinois
$4.58M +$944K +29,882 +26%
RA
47
RFG Advisory
Alabama
$4.47M +$1.86M +58,921 +70%
WW
48
Winnow Wealth
Texas
$4.38M +$4.41M +139,622 New
CWAF
49
Core Wealth Advisors (Florida)
Florida
$4.26M +$817K +25,859 +24%
BWM
50
Brown Wealth Management
Illinois
$4.2M -$134K -4,236 -3%