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Innovator Defined Wealth Shield ETF

76 hedge funds and large institutions have $223M invested in Innovator Defined Wealth Shield ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
15
Increased
32
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VFPW
51
Vantage Financial Partners (Wisconsin)
Wisconsin
$397K 14,590 +3,765 +35%
Mariner
52
Mariner
Kansas
$393K 14,437 +14,437 New
SWA
53
Stratos Wealth Advisors
Ohio
$382K 14,033 -36,628 -72%
OIA
54
OneDigital Investment Advisors
Kansas
$381K 14,000 +3,000 +27%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$367K 13,476 +1,875 +16%
Truist Financial
56
Truist Financial
North Carolina
$332K 12,193 -265 -2%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$327K 12,000 +12,000 New
DBRC
58
D.B. Root & Company
Pennsylvania
$323K 11,850 +11,850 New
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$314K 11,516
IA
60
IFP Advisors
Florida
$295K 11,484 -13,346 -54%
CA
61
Cetera Advisors
Colorado
$270K 9,912 +9,912 New
NA
62
NewEdge Advisors
Louisiana
$267K 9,789 +9,389 +2,347%
BPA
63
Beacon Pointe Advisors
California
$266K 9,774 +9,774 New
FIM
64
Freedom Investment Management
Connecticut
$258K 9,470 -139 -1%
TSS
65
Two Sigma Securities
New York
$238K 8,731 +8,731 New
UBS Group
66
UBS Group
Switzerland
$222K 8,143 +8,143 New
HighTower Advisors
67
HighTower Advisors
Illinois
$213K 7,817 -2,640 -25%
AL
68
ACAS LLC
California
$208K 7,641 -466 -6%
BA
69
Bellwether Advisors
Nebraska
$52.7K 1,936
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$42K 1,543 +1,543 New
SWM
71
Spire Wealth Management
Virginia
$18.1K 665 -17,819 -96%
Morgan Stanley
72
Morgan Stanley
New York
$16.3K 600 -2,150 -78%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$6.62K 243,235 -281,758 -54%
AAP
74
Arax Advisory Partners
Colorado
$5.28K 194
WAM
75
Worth Asset Management
Texas
$3.68K 135 +135 New