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Innovator Defined Wealth Shield ETF

106 hedge funds and large institutions have $427M invested in Innovator Defined Wealth Shield ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

13% more funds holding

Funds holding: 94106 (+12)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

15.83% less ownership

Funds ownership: 87.58%71.75% (-16%)

19% less capital invested

Capital invested by funds: $530M → $427M (-$103M)

Holders
106
Holders Change
+12
Holders Change %
+12.77%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
21
Increased
46
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
51
Main Street Financial Solutions
Pennsylvania
$1.41M +$1.94K +67 +0.1%
LIWM
52
Long Island Wealth Management
New York
$1.35M +$209K +7,233 +19%
BPA
53
Beacon Pointe Advisors
California
$1.35M +$407K +14,081 +44%
SOS
54
Silver Oak Securities
Tennessee
$1.26M +$528K +18,254 +74%
BWM
55
BCS Wealth Management
Tennessee
$1.18M -$43.1K -1,492 -4%
DAS
56
Diversify Advisory Services
Utah
$1.13M +$1.12M +38,750 New
AWA
57
Arkadios Wealth Advisors
Georgia
$1.06M +$1.05M +36,327 New
HighTower Advisors
58
HighTower Advisors
Illinois
$1M
CBFP
59
Cedar Brook Financial Partners
Ohio
$952K +$353K +12,205 +60%
CA
60
CoreCap Advisors
Michigan
$864K +$8.36K +289 +1%
RIA
61
Regal Investment Advisors
Michigan
$797K +$787K +27,231 New
USCWA
62
U.S. Capital Wealth Advisors
Texas
$795K -$65.6K -2,270 -8%
TCM
63
Triumph Capital Management
Colorado
$728K +$720K +24,894 New
CFCI
64
Comprehensive Financial Consultants Institutional
Indiana
$646K +$200K +6,924 +46%
VFPW
65
Vantage Financial Partners (Wisconsin)
Wisconsin
$646K
PHWM
66
Pine Harbor Wealth Management
Maryland
$645K +$55.2K +1,908 +9%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$544K +$538K +18,599 New
BCA
68
Bay Colony Advisors
Massachusetts
$527K +$176K +6,070 +51%
HIC
69
Hartline Investment Corp
Illinois
$527K +$521K +18,002 New
OIA
70
OneDigital Investment Advisors
Kansas
$527K
BW
71
Bison Wealth
Georgia
$519K +$512K +17,722 New
SWA
72
Stratos Wealth Advisors
Ohio
$498K +$13.6K +470 +3%
MFG
73
Merit Financial Group
Georgia
$474K +$470K +16,242 New
NA
74
NewEdge Advisors
Louisiana
$454K +$449K +15,514 New
WAS
75
Wealth Advisory Solutions
Indiana
$430K +$425K +14,691 New