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Innovator Defined Wealth Shield ETF

80 hedge funds and large institutions have $326M invested in Innovator Defined Wealth Shield ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

22% more capital invested

Capital invested by funds: $268M → $326M (+$58.1M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 7380 (+7)

4.84% more ownership

Funds ownership: 67.81%72.65% (+4.8%)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
15
Increased
40
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$921K +$87.4K +3,123 +10%
HighTower Advisors
52
HighTower Advisors
Illinois
$915K +$174K +6,200 +23%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$822K +$61.6K +2,200 +8%
VIM
54
Vista Investment Management
Pennsylvania
$737K
USCWA
55
U.S. Capital Wealth Advisors
Texas
$733K +$96.6K +3,450 +15%
TC
56
TownSquare Capital
Utah
$724K +$730K +26,058 New
TF
57
Trek Financial
Arizona
$720K -$490K -17,495 -40%
CA
58
Cambridge Advisors
Nebraska
$661K +$224K +8,006 +51%
VFPW
59
Vantage Financial Partners (Wisconsin)
Wisconsin
$613K +$209K +7,478 +51%
PCA
60
Pallas Capital Advisors
Massachusetts
$602K +$608K +21,702 New
DBRC
61
D.B. Root & Company
Pennsylvania
$587K +$212K +7,566 +56%
CBFP
62
Cedar Brook Financial Partners
Ohio
$558K +$127K +4,528 +29%
OIA
63
OneDigital Investment Advisors
Kansas
$500K
CA
64
Cetera Advisors
Colorado
$483K +$45.2K +1,615 +10%
WP
65
WealthPLAN Partners
Nebraska
$446K -$61.7K -2,205 -12%
SWA
66
Stratos Wealth Advisors
Ohio
$383K -$14.6K -520 -4%
NA
67
NewEdge Advisors
Louisiana
$361K -$56K -2,000 -13%
IA
68
IFP Advisors
Florida
$347K -$8.48K -303 -2%
BTI
69
Blue Trust Inc
Georgia
$310K +$311K +11,120 New
WAS
70
Wealth Advisory Solutions
Indiana
$294K -$446K -15,935 -60%
KBC
71
Key Bridge Compliance
$294K +$296K +10,582 New
GS
72
GTS Securities
New York
$237K +$239K +8,539 New
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$212K
FIM
74
Freedom Investment Management
Connecticut
$201K -$50.5K -1,803 -20%
GIA
75
GHP Investment Advisors
Colorado
$70K +$70.2K +2,508 New