We are live on ! Find out more
BALT icon

Innovator Defined Wealth Shield ETF

77 hedge funds and large institutions have $241M 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, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

10% more capital invested

Capital invested by funds: $218M → $241M (+$22.6M)

7% more funds holding

Funds holding: 7277 (+5)

1.13% less ownership

Funds ownership: 75.76%74.63% (-1.1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
15
Increased
32
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cambridge Advisors
Nebraska
$401K +$127K +4,725 +47%
VFPW
52
Vantage Financial Partners (Wisconsin)
Wisconsin
$397K +$101K +3,765 +35%
Mariner
53
Mariner
Kansas
$393K +$388K +14,437 New
SWA
54
Stratos Wealth Advisors
Ohio
$382K -$985K -36,628 -72%
OIA
55
OneDigital Investment Advisors
Kansas
$381K +$80.7K +3,000 +27%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$367K +$50.4K +1,875 +16%
Truist Financial
57
Truist Financial
North Carolina
$332K -$7.13K -265 -2%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$327K +$323K +12,000 New
DBRC
59
D.B. Root & Company
Pennsylvania
$323K +$319K +11,850 New
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$314K
IA
61
IFP Advisors
Florida
$295K -$359K -13,346 -54%
CA
62
Cetera Advisors
Colorado
$270K +$267K +9,912 New
NA
63
NewEdge Advisors
Louisiana
$267K +$253K +9,389 +2,347%
BPA
64
Beacon Pointe Advisors
California
$266K +$263K +9,774 New
FIM
65
Freedom Investment Management
Connecticut
$258K -$3.74K -139 -1%
TSS
66
Two Sigma Securities
New York
$238K +$235K +8,731 New
UBS Group
67
UBS Group
Switzerland
$222K +$219K +8,143 New
HighTower Advisors
68
HighTower Advisors
Illinois
$213K -$71K -2,640 -25%
AL
69
ACAS LLC
California
$208K -$12.5K -466 -6%
BA
70
Bellwether Advisors
Nebraska
$52.7K
JP Morgan Chase
71
JP Morgan Chase
New York
$42K +$41.5K +1,543 New
SWM
72
Spire Wealth Management
Virginia
$18.1K -$479K -17,819 -96%
Morgan Stanley
73
Morgan Stanley
New York
$16.3K -$57.8K -2,150 -78%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$6.62K -$7.58M -281,758 -54%
AAP
75
Arax Advisory Partners
Colorado
$5.28K