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Innovator Defined Wealth Shield ETF
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73 hedge funds and large institutions have $268M invested in Innovator Defined Wealth Shield ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

11% more capital invested

Capital invested by funds: $241M → $268M (+$27.2M)

5% less funds holding

Funds holding: 77 → 73 (-4)

6.82% less ownership

Funds ownership: 74.63% → 67.81% (-6.8%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
5
Increased
40
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.18M
2
CF
Centaurus Financial
California
+$3.71M
3
SPC
Sigma Planning Corp
Michigan
+$2.92M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.54M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.95M

Top Sellers

1
MMA
Miracle Mile Advisors
California
-$5.17M
2
MA
MAS Advisors
Florida
-$1.68M
3
KAS
Kestra Advisory Services
Texas
-$1.44M
4
AWM
AE Wealth Management
Kansas
-$1.34M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
76
Beacon Pointe Advisors
California
– -$266K -9,774 Closed
TSS
77
Two Sigma Securities
New York
– -$238K -8,731 Closed
UBS Group
78
UBS Group
Switzerland
– -$222K -8,143 Closed
AL
79
ACAS LLC
California
– -$208K -7,641 Closed
BA
80
Bellwether Advisors
Nebraska
– -$52.7K -1,936 Closed
SWM
81
Spire Wealth Management
Virginia
– -$18.1K -665 Closed
ASN
82
Advisory Services Network
Georgia
– -$3.59K -132 Closed
1 2 3
4