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Innovator Defined Wealth Shield ETF

154 hedge funds and large institutions have $684M invested in Innovator Defined Wealth Shield ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

152% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 29

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

20% more capital invested

Capital invested by funds: $571M → $684M (+$113M)

18% more funds holding

Funds holding: 130154 (+24)

0.47% more ownership

Funds ownership: 70.2%70.67% (+0.47%)

Holders
154
Holders Change
+24
Holders Change %
+18.46%
% of All Funds
2.03%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
33
Increased
73
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
51
Rovin Capital
Arizona
$2.25M +$32.8K +1,051 +1%
WA
52
Whipplewood Advisors
Colorado
$2.15M +$2.14M +68,538 New
CA
53
Cannon Advisors
North Carolina
$2.14M +$181K +5,809 +9%
CB
54
Chris Bulman
California
$2.1M -$114K -3,662 -5%
BCI
55
Brinker Capital Investments
Pennsylvania
$1.87M +$1.42M +45,487 +322%
OPS
56
Orion Portfolio Solutions
Nebraska
$1.87M +$1.42M +45,487 +322%
CFP
57
Comprehensive Financial Planning
Pennsylvania
$1.82M +$1.81M +58,031 New
TCM
58
Triumph Capital Management
Colorado
$1.76M +$894K +28,685 +104%
IIA
59
Integral Investment Advisors
California
$1.74M -$37.5K -1,204 -2%
CIAS
60
Capital Investment Advisory Services
North Carolina
$1.66M +$554K +17,778 +51%
Truist Financial
61
Truist Financial
North Carolina
$1.65M +$41.9K +1,345 +3%
BPA
62
Beacon Pointe Advisors
California
$1.64M +$156K +5,021 +11%
CAL
63
Capital Analysts LLC
Pennsylvania
$1.64M -$132K -4,246 -8%
SEIA
64
Signature Estate & Investment Advisors
California
$1.58M -$132K -4,238 -8%
MSFS
65
Main Street Financial Solutions
Pennsylvania
$1.52M
MOS
66
MGO One Seven
Ohio
$1.45M -$58.6K -1,880 -4%
MMA
67
Miracle Mile Advisors
California
$1.38M -$42.9K -1,377 -3%
AWA
68
Arkadios Wealth Advisors
Georgia
$1.37M -$212K -6,802 -13%
BWM
69
BCS Wealth Management
Tennessee
$1.36M +$34.4K +1,103 +3%
SWA
70
Stratos Wealth Advisors
Ohio
$1.33M +$715K +22,947 +118%
BW
71
Bison Wealth
Georgia
$1.3M +$544K +17,464 +73%
NA
72
NewEdge Advisors
Louisiana
$1.27M +$447K +14,357 +55%
CA
73
CoreCap Advisors
Michigan
$1.25M -$12.2K -392 -1%
GFA
74
Gallagher Fiduciary Advisors
Illinois
$1.21M +$790K +25,334 +191%
AAS
75
Avantax Advisory Services
Texas
$1.17M +$927K +29,754 +403%