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Innovator Defined Wealth Shield ETF

130 hedge funds and large institutions have $571M invested in Innovator Defined Wealth Shield ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 28

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

36% more capital invested

Capital invested by funds: $419M → $571M (+$152M)

6% more funds holding

Funds holding: 123130 (+7)

4.08% more ownership

Funds ownership: 66.12%70.2% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
66
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$1.58M +$1.55M +51,142 New
AWA
52
Arkadios Wealth Advisors
Georgia
$1.55M +$415K +13,681 +37%
MML Investors Services
53
MML Investors Services
Massachusetts
$1.52M +$239K +7,865 +19%
MSFS
54
Main Street Financial Solutions
Pennsylvania
$1.49M
MOS
55
MGO One Seven
Ohio
$1.48M -$272K -8,980 -16%
BPA
56
Beacon Pointe Advisors
California
$1.46M +$48.2K +1,588 +3%
CAG
57
Compass Advisory Group
New York
$1.43M -$1.36K -45 -0.1%
LIWM
58
Long Island Wealth Management
New York
$1.41M -$2.09K -69 -0.2%
MMA
59
Miracle Mile Advisors
California
$1.4M
BWM
60
BCS Wealth Management
Tennessee
$1.3M +$49.2K +1,623 +4%
CA
61
CoreCap Advisors
Michigan
$1.24M -$31.4K -1,036 -3%
RWM
62
Ritholtz Wealth Management
New York
$1.14M -$1.32M -43,380 -54%
Mariner
63
Mariner
Kansas
$1.11M -$705K -23,254 -39%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$1.09M +$1.06M +35,101 +42,290%
CIAS
65
Capital Investment Advisory Services
North Carolina
$1.08M +$615K +20,271 +138%
DAS
66
Diversify Advisory Services
Utah
$1.07M
MWP
67
Madison Wealth Partners
Wisconsin
$1.06M +$14.3K +470 +1%
HighTower Advisors
68
HighTower Advisors
Illinois
$1.05M
TCM
69
Triumph Capital Management
Colorado
$847K +$242K +7,984 +41%
LPL Financial
70
LPL Financial
California
$824K +$295K +9,728 +57%
NA
71
NewEdge Advisors
Louisiana
$804K -$194K -6,405 -20%
SL
72
SWMG LLC
Texas
$777K +$754K +24,861 New
OIA
73
OneDigital Investment Advisors
Kansas
$771K +$30.3K +1,000 +4%
FFN
74
Focus Financial Network
Minnesota
$744K +$253K +8,355 +53%
USCWA
75
U.S. Capital Wealth Advisors
Texas
$736K -$27.4K -904 -4%