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Innovator Defined Wealth Shield ETF
BALT

Overview Fund Activity

71 hedge funds and large institutions have $201M invested in Innovator Defined Wealth Shield ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+26
Holders Change %
+57.78%
% of All Funds
1.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
31
Increased
22
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$37.4M
2
MMA
2
Miracle Mile Advisors
California
$10.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$19.4M
4
CAG
4
Compass Advisory Group
New York
$10.7M
5
RA
5
RFG Advisory
Alabama
$6.29M

Top Sellers

1
KCM
1
Karp Capital Management
California
$0
2
PWA
2
Pillar Wealth Advisors
Pennsylvania
$13.4M
3
AWM
3
Axxcess Wealth Management
California
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14M
5
AWM
5
AE Wealth Management
Kansas
$4.14M
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
76
Capital Investment Advisory Services
North Carolina
– – -40 Closed
1 2 3
4