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Innovator Defined Wealth Shield ETF

105 hedge funds and large institutions have $408M 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, 25 reducing their positions, and 8 closing their positions.

Holders
105
Holders Change
+12
Holders Change %
+12.9%
% of All Funds
1.52%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
46
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
76
LPL Financial
California
$401K 13,688 +2,698 +25%
CWA
77
Core Wealth Advisors
Florida
$393K 13,425 +8,195 +157%
SB
78
Strategic Blueprint
Georgia
$369K 12,615 +12,615 New
KPWS
79
Kestra Private Wealth Services
Texas
$342K 11,687 -37,629 -76%
MWP
80
Madison Wealth Partners
Wisconsin
$318K 10,871 +1,220 +13%
VIM
81
Vista Investment Management
Pennsylvania
$315K 10,760
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$315K 10,750
BTI
83
Blue Trust Inc
Georgia
$303K 10,348 -772 -7%
AWA
84
Arete Wealth Advisors
Illinois
$297K 10,150 +10,150 New
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$276K 9,448 +9,448 New
SMC
86
Smith, Moore & Co
Missouri
$245K 8,378 +8,378 New
EMAM
87
Encompass More Asset Management
California
$235K 8,018 -1,429 -15%
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$224K 7,641 -3,875 -34%
LFAS
89
Level Four Advisory Services
Texas
$204K 7,156
FA
90
Fermata Advisors
California
$203K 6,925 -1,247 -15%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$196K 6,708
CA
92
Continuum Advisory
Idaho
$152K 5,194 +5,194 New
CFGS
93
Concourse Financial Group Securities
Alabama
$100K 3,425 +2,620 +325%
SPIA
94
Steward Partners Investment Advisory
New York
$99K 3,382 -1,047 -24%
GIA
95
GHP Investment Advisors
Colorado
$73.4K 2,508
CJ
96
Caitlin John
Michigan
$39.5K 1,349 -130 -9%
CPA
97
Clear Point Advisors
New York
$29.3K 1,000
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$28.9K 988 +888 +888%
PS
99
Principal Securities
Iowa
$22.1K 754
QCG
100
Quadrant Capital Group
Ohio
$7.35K 251 +251 New