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Innovator Defined Wealth Shield ETF

93 hedge funds and large institutions have $511M invested in Innovator Defined Wealth Shield ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
25
Increased
33
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FA
76
Fermata Advisors
California
$233K 8,172 +8,172 New
FIM
77
Freedom Investment Management
Connecticut
$224K 7,845 +599 +8%
PCA
78
Pallas Capital Advisors
Massachusetts
$209K 7,325 -14,377 -66%
LFAS
79
Level Four Advisory Services
Texas
$204K 7,156 +7,156 New
BFEC
80
Benjamin F. Edwards & Company
Missouri
$192K 6,708 -27,813 -81%
CWA
81
Core Wealth Advisors
Florida
$149K 5,230 +5,230 New
SPIA
82
Steward Partners Investment Advisory
New York
$127K 4,429 +4,429 New
GIA
83
GHP Investment Advisors
Colorado
$71.7K 2,508
CJ
84
Caitlin John
Michigan
$42.3K 1,479 +1,479 New
CPA
85
Clear Point Advisors
New York
$28.6K 1,000 +1,000 New
CFGS
86
Concourse Financial Group Securities
Alabama
$23K 805 +445 +124%
PS
87
Principal Securities
Iowa
$21.5K 754 +754 New
OCM
88
Orion Capital Management
California
$7.03K 246 +246 New
HIA
89
Harbor Investment Advisory
Maryland
$6.06K 212
UBS Group
90
UBS Group
Switzerland
$4.91K 172 -60,647 -100%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$2.86K 100 -125,155 -100%
DFA
92
DHJJ Financial Advisors
Illinois
$1.14K 40
CIAS
93
Capital Investment Advisory Services
North Carolina
$1.14K 40
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
-50,750 Closed
TCM
95
Triumph Capital Management
Colorado
-39,341 Closed
TC
96
TownSquare Capital
Utah
-26,058 Closed
CA
97
Cambridge Advisors
Nebraska
-23,774 Closed
DBRC
98
D.B. Root & Company
Pennsylvania
-21,126 Closed
NA
99
NewEdge Advisors
Louisiana
-12,989 Closed
IA
100
IFP Advisors
Florida
-12,481 Closed