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Innovator Defined Wealth Shield ETF

130 hedge funds and large institutions have $571M invested in Innovator Defined Wealth Shield ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 28

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

36% more capital invested

Capital invested by funds: $419M → $571M (+$152M)

6% more funds holding

Funds holding: 123130 (+7)

4.08% more ownership

Funds ownership: 66.12%70.2% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
66
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
76
Bison Wealth
Georgia
$733K +$183K +6,046 +34%
MFG
77
Merit Financial Group
Georgia
$732K +$236K +7,791 +49%
VFPW
78
Vantage Financial Partners (Wisconsin)
Wisconsin
$706K +$25.7K +846 +4%
BCA
79
Bay Colony Advisors
Massachusetts
$693K +$59.3K +1,954 +10%
SB
80
Strategic Blueprint
Georgia
$653K +$154K +5,085 +32%
SWA
81
Stratos Wealth Advisors
Ohio
$601K +$6.22K +205 +1%
OCFG
82
O'Connor Financial Group
Illinois
$557K +$28K +922 +5%
CPP
83
Capasso Planning Partners
South Carolina
$547K +$33.5K +1,106 +7%
PHWM
84
Pine Harbor Wealth Management
Maryland
$539K -$139K -4,588 -21%
AFP
85
Ausdal Financial Partners
Iowa
$525K +$154K +5,067 +42%
ASN
86
Advisory Services Network
Georgia
$519K
FHC
87
First Heartland Consultants
Missouri
$498K +$190K +6,275 +63%
WAS
88
Wealth Advisory Solutions
Indiana
$449K -$3.09K -102 -0.7%
BCI
89
Brinker Capital Investments
Pennsylvania
$435K +$45.8K +1,511 +12%
OPS
90
Orion Portfolio Solutions
Nebraska
$435K +$45.8K +1,511 +12%
HAS
91
HBW Advisory Services
California
$427K +$420K +13,841 New
W
92
WorthPointe
California
$423K +$19.4K +640 +5%
AA
93
ACT Advisors
North Carolina
$413K +$406K +13,388 New
GFA
94
Gallagher Fiduciary Advisors
Illinois
$410K +$403K +13,297 New
Creative Planning
95
Creative Planning
Kansas
$409K +$402K +13,267 New
SMC
96
Smith, Moore & Co
Missouri
$395K +$28.3K +932 +8%
FA
97
Fermata Advisors
California
$386K +$175K +5,780 +86%
AWA
98
Arete Wealth Advisors
Illinois
$375K
AF
99
Allworth Financial
California
$374K +$19.5K +642 +6%
EMAM
100
Encompass More Asset Management
California
$349K +$106K +3,481 +44%