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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

93 hedge funds and large institutions have $511M invested in Innovator Defined Wealth Shield ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
25
Increased
33
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Milestone Asset Management
Pennsylvania
$83.3M
2
FIA
2
Foundations Investment Advisors
Arizona
$82.8M
3
KWM
3
Kingsview Wealth Management
Oregon
$37.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$9.53M
5
CAN
5
Cetera Advisor Networks
California
$11.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$20.7M
2
SPC
2
Sigma Planning Corp
Michigan
$3.41M
3
CPP
3
Capasso Planning Partners
South Carolina
$1.44M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.86K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$50.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$1.11M 38,870 +21,504 +124%
HighTower Advisors
52
HighTower Advisors
Illinois
$976K 34,177 +1,247 +4%
TF
53
Trek Financial
Arizona
$960K 33,602 +7,712 +30%
BPA
54
Beacon Pointe Advisors
California
$913K 31,960 -5,092 -14%
USCWA
55
U.S. Capital Wealth Advisors
Texas
$841K 29,445 +3,072 +12%
CA
56
CoreCap Advisors
Michigan
$835K 29,234 +29,234 New
Jane Street
57
Jane Street
New York
$822K 28,774 +28,774 New
SOS
58
Silver Oak Securities
Tennessee
$706K 24,702 +24,702 New
VFPW
59
Vantage Financial Partners (Wisconsin)
Wisconsin
$630K 22,068 – –
CBFP
60
Cedar Brook Financial Partners
Ohio
$581K 20,316 +255 +1%
PHWM
61
Pine Harbor Wealth Management
Maryland
$576K 20,147 +20,147 New
OIA
62
OneDigital Investment Advisors
Kansas
$514K 18,000 – –
SWA
63
Stratos Wealth Advisors
Ohio
$473K 16,540 +2,751 +20%
WP
64
WealthPLAN Partners
Nebraska
$434K 15,198 -849 -5%
CFCI
65
Comprehensive Financial Consultants Institutional
Indiana
$433K 15,147 +15,147 New
BCA
66
Bay Colony Advisors
Massachusetts
$341K 11,932 +11,932 New
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$329K 11,516 +3,875 +51%
Citadel Advisors
68
Citadel Advisors
Florida
$318K 11,128 +11,128 New
LPL Financial
69
LPL Financial
California
$314K 10,990 +10,990 New
BTI
70
Blue Trust Inc
Georgia
$309K 11,120 – –
VIM
71
Vista Investment Management
Pennsylvania
$307K 10,760 -15,749 -59%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$307K 10,750 -18,805 -64%
MWP
73
Madison Wealth Partners
Wisconsin
$276K 9,651 +9,651 New
EMAM
74
Encompass More Asset Management
California
$270K 9,447 +9,447 New
IWN
75
Independent Wealth Network
Iowa
$270K 9,439 +9,439 New
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