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Innovator Defined Wealth Shield ETF

194 hedge funds and large institutions have $960M invested in Innovator Defined Wealth Shield ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 98 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 8

308% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

40% more capital invested

Capital invested by funds: $684M → $960M (+$275M)

26% more funds holding

Funds holding: 154194 (+40)

1.21% more ownership

Funds ownership: 70.67%71.87% (+1.2%)

Holders
194
Holders Change
+40
Holders Change %
+25.97%
% of All Funds
2.6%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
53
Increased
98
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIW
51
Holos Integrated Wealth
Pennsylvania
$4.07M +$4.1M +129,850 New
TF
52
Trek Financial
Arizona
$4.03M -$85.8K -2,716 -2%
LPL Financial
53
LPL Financial
California
$3.81M +$552K +17,481 +17%
MAM
54
Milestone Asset Management
Pennsylvania
$3.5M +$4.17K +132 +0.1%
AA
55
Armis Advisers
Georgia
$3.49M +$3.51M +111,089 New
CIAS
56
Capital Investment Advisory Services
North Carolina
$3.43M +$1.79M +56,521 +107%
WIA
57
World Investment Advisors
California
$3.3M -$117K -3,698 -3%
LWMI
58
Legacy Wealth Management (Idaho)
Idaho
$3.11M +$3.05M +96,447 +3,618%
WA
59
Whipplewood Advisors
Colorado
$3.05M -$2.16M -68,388 -100%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$2.85M +$187K +5,935 +7%
CFCI
61
Comprehensive Financial Consultants Institutional
Indiana
$2.74M +$360K +11,411 +15%
CW
62
Code Waechter
Florida
$2.66M +$2.68M +84,746 New
SWA
63
SFMG Wealth Advisors
Texas
$2.58M
RC
64
Rovin Capital
Arizona
$2.58M +$339K +10,724 +15%
USCWA
65
U.S. Capital Wealth Advisors
Texas
$2.54M +$1.61M +50,860 +170%
SOS
66
Silver Oak Securities
Tennessee
$2.39M +$51.9K +1,643 +2%
BFG
67
Beacon Financial Group
Texas
$2.35M +$1.8M +56,957 +318%
CA
68
Cannon Advisors
North Carolina
$2.12M -$12.1K -382 -0.6%
4WM
69
4J Wealth Management
Virginia
$2.06M +$2.07M +65,597 New
CB
70
Chris Bulman
California
$2.05M -$49.4K -1,564 -2%
Truist Financial
71
Truist Financial
North Carolina
$1.97M +$326K +10,320 +20%
FFN
72
Focus Financial Network
Minnesota
$1.88M +$1.1M +34,899 +140%
CFP
73
Comprehensive Financial Planning
Pennsylvania
$1.8M -$17.7K -559 -1%
IIA
74
Integral Investment Advisors
California
$1.74M
ACS
75
Archford Capital Strategies
Illinois
$1.73M +$1.74M +55,107 New