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Innovator Defined Wealth Shield ETF

71 hedge funds and large institutions have $201M invested in Innovator Defined Wealth Shield ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+26
Holders Change %
+57.78%
% of All Funds
1.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
31
Increased
22
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$309K 11,624 +3,376 +41%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$308K 11,601 +11,601 New
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$306K 11,516 +11,516 New
OIA
54
OneDigital Investment Advisors
Kansas
$292K 11,000 +11,000 New
VFPW
55
Vantage Financial Partners (Wisconsin)
Wisconsin
$288K 10,825 +10,825 New
HighTower Advisors
56
HighTower Advisors
Illinois
$278K 10,457 -27,455 -72%
CA
57
Cambridge Advisors
Nebraska
$266K 10,000
FIM
58
Freedom Investment Management
Connecticut
$255K 9,609 +9,609 New
HI
59
Harbour Investments
Wisconsin
$230K 8,663 +8,463 +4,232%
AL
60
ACAS LLC
California
$216K 8,107 +8,107 New
PAS
61
Park Avenue Securities
New York
$207K 7,775
AWA
62
Arkadios Wealth Advisors
Georgia
$201K 7,569 +7,569 New
CFGS
63
Concourse Financial Group Securities
Alabama
$104K 3,902 +3,902 New
Morgan Stanley
64
Morgan Stanley
New York
$73.1K 2,750 +2,750 New
BA
65
Bellwether Advisors
Nebraska
$51.5K 1,936 -388 -17%
NA
66
NewEdge Advisors
Louisiana
$10.6K 400 +400 New
SIS
67
Sound Income Strategies
Florida
$10.3K 386 +386 New
FGAM
68
Financial Gravity Asset Management
Texas
$6.18K 27 +27 New
AAP
69
Arax Advisory Partners
Colorado
$5.16K 194
S
70
SignatureFD
Georgia
$4.68K 176 +176 New
ASN
71
Advisory Services Network
Georgia
$3.51K 132 +132 New
KCM
72
Karp Capital Management
California
-358,104 Closed
AWM
73
Axxcess Wealth Management
California
-89,025 Closed
Wells Fargo
74
Wells Fargo
California
-10,868 Closed
FA
75
Fermata Advisors
California
-7,768 Closed