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Innovator Defined Wealth Shield ETF

191 hedge funds and large institutions have $926M invested in Innovator Defined Wealth Shield ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
76
Main Street Financial Solutions
Pennsylvania
$1.67M
BPA
77
Beacon Pointe Advisors
California
$1.65M
CAL
78
Capital Analysts LLC
Pennsylvania
$1.62M
SPIA
79
Steward Partners Investment Advisory
New York
$1.59M
FFA
80
Farther Finance Advisors
California
$1.55M
NA
81
NewEdge Advisors
Louisiana
$1.49M
GFA
82
Gallagher Fiduciary Advisors
Illinois
$1.44M
BWM
83
BCS Wealth Management
Tennessee
$1.43M
BAM
84
Belpointe Asset Management
Nevada
$1.4M
MOS
85
MGO One Seven
Ohio
$1.38M
MMA
86
Miracle Mile Advisors
California
$1.38M
KWM
87
KFG Wealth Management
Indiana
$1.38M
AWA
88
Arkadios Wealth Advisors
Georgia
$1.37M
MWP
89
Madison Wealth Partners
Wisconsin
$1.3M
ATPW
90
Ashton Thomas Private Wealth
Arizona
$1.3M
HighTower Advisors
91
HighTower Advisors
Illinois
$1.27M
IA
92
Integrity Alliance
Iowa
$1.23M
CA
93
CoreCap Advisors
Michigan
$1.18M
VFPW
94
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.17M
BTI
95
Blue Trust Inc
Georgia
$1.13M
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$1.13M
RWM
97
Ritholtz Wealth Management
New York
$1.11M
PI
98
Pachira Investments
California
$1.09M
CG
99
CFO4Life Group
Texas
$1.09M
DAS
100
Diversify Advisory Services
Utah
$1.09M