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Innovator Defined Wealth Shield ETF

106 hedge funds and large institutions have $427M invested in Innovator Defined Wealth Shield ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

13% more funds holding

Funds holding: 94106 (+12)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

15.83% less ownership

Funds ownership: 87.58%71.75% (-16%)

19% less capital invested

Capital invested by funds: $530M → $427M (-$103M)

Holders
106
Holders Change
+12
Holders Change %
+12.77%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
21
Increased
46
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$415K +$88.4K +3,056 +27%
LPL Financial
77
LPL Financial
California
$401K +$78K +2,698 +25%
CWAF
78
Core Wealth Advisors (Florida)
Florida
$393K +$237K +8,195 +157%
SB
79
Strategic Blueprint
Georgia
$369K +$365K +12,615 New
KPWS
80
Kestra Private Wealth Services
Texas
$342K -$1.09M -37,629 -76%
MWP
81
Madison Wealth Partners
Wisconsin
$318K +$35.3K +1,220 +13%
VIM
82
Vista Investment Management
Pennsylvania
$315K
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$315K
BTI
84
Blue Trust Inc
Georgia
$303K -$22.3K -772 -7%
AWA
85
Arete Wealth Advisors
Illinois
$297K +$294K +10,150 New
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$276K +$273K +9,448 New
SMC
87
Smith, Moore & Co
Missouri
$245K +$242K +8,378 New
EMAM
88
Encompass More Asset Management
California
$235K -$41.3K -1,429 -15%
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$224K -$112K -3,875 -34%
LFAS
90
Level Four Advisory Services
Texas
$204K
FA
91
Fermata Advisors
California
$203K -$36.1K -1,247 -15%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$196K
CA
93
Continuum Advisory
Idaho
$152K +$150K +5,194 New
CFGS
94
Concourse Financial Group Securities
Alabama
$100K +$75.8K +2,620 +325%
SPIA
95
Steward Partners Investment Advisory
New York
$99K -$30.3K -1,047 -24%
GIA
96
GHP Investment Advisors
Colorado
$73.4K
CJ
97
Caitlin John
Michigan
$39.5K -$3.76K -130 -9%
CPA
98
Clear Point Advisors
New York
$29.3K
JP Morgan Chase
99
JP Morgan Chase
New York
$28.9K +$25.7K +888 +888%
PS
100
Principal Securities
Iowa
$22.1K