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Innovator Defined Wealth Shield ETF

154 hedge funds and large institutions have $684M invested in Innovator Defined Wealth Shield ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

152% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 29

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

20% more capital invested

Capital invested by funds: $571M → $684M (+$113M)

18% more funds holding

Funds holding: 130154 (+24)

0.47% more ownership

Funds ownership: 70.2%70.67% (+0.47%)

Holders
154
Holders Change
+24
Holders Change %
+18.46%
% of All Funds
2.03%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
33
Increased
73
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$1.12M +$41.7K +1,338 +4%
MWP
77
Madison Wealth Partners
Wisconsin
$1.12M +$36.8K +1,180 +3%
RWM
78
Ritholtz Wealth Management
New York
$1.11M -$57.5K -1,846 -5%
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$1.11M
DAS
80
Diversify Advisory Services
Utah
$1.09M
RA
81
RiverTree Advisors
Florida
$1.02M -$871K -27,944 -46%
USCWA
82
U.S. Capital Wealth Advisors
Texas
$942K +$189K +6,079 +25%
BTI
83
Blue Trust Inc
Georgia
$933K +$615K +19,718 +198%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$906K +$899K +28,849 New
PWP
85
Prasad Wealth Partners
Ohio
$901K +$894K +28,675 New
VFPW
86
Vantage Financial Partners (Wisconsin)
Wisconsin
$895K +$174K +5,584 +24%
Mariner
87
Mariner
Kansas
$835K -$296K -9,483 -26%
AF
88
Allworth Financial
California
$813K +$422K +13,532 +111%
OIA
89
OneDigital Investment Advisors
Kansas
$807K +$21.8K +700 +3%
SL
90
SWMG LLC
Texas
$788K
FFN
91
Focus Financial Network
Minnesota
$786K +$27.7K +890 +4%
MFG
92
Merit Financial Group
Georgia
$748K +$1.81K +58 +0.2%
FHC
93
First Heartland Consultants
Missouri
$694K +$184K +5,919 +37%
AFP
94
Ausdal Financial Partners
Iowa
$672K +$135K +4,346 +26%
AAS
95
Ameritas Advisory Services
Nebraska
$658K +$653K +20,955 New
CPP
96
Capasso Planning Partners
South Carolina
$601K +$43.2K +1,386 +8%
WAS
97
Wealth Advisory Solutions
Indiana
$585K +$127K +4,067 +28%
OCFG
98
O'Connor Financial Group
Illinois
$575K +$6.67K +214 +1%
BFG
99
Beacon Financial Group
Texas
$562K +$557K +17,886 New
BCA
100
Bay Colony Advisors
Massachusetts
$560K -$145K -4,656 -21%