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Innovator Defined Wealth Shield ETF

194 hedge funds and large institutions have $960M invested in Innovator Defined Wealth Shield ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 98 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 8

308% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

40% more capital invested

Capital invested by funds: $684M → $960M (+$275M)

26% more funds holding

Funds holding: 154194 (+40)

1.21% more ownership

Funds ownership: 70.67%71.87% (+1.2%)

Holders
194
Holders Change
+40
Holders Change %
+25.97%
% of All Funds
2.6%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
53
Increased
98
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
76
Triumph Capital Management
Colorado
$1.72M -$40.3K -1,277 -2%
SEIA
77
Signature Estate & Investment Advisors
California
$1.72M +$143K +4,531 +9%
MSFS
78
Main Street Financial Solutions
Pennsylvania
$1.67M +$157K +4,968 +10%
BPA
79
Beacon Pointe Advisors
California
$1.65M +$5.62K +178 +0.3%
CAL
80
Capital Analysts LLC
Pennsylvania
$1.62M -$18.9K -600 -1%
SPIA
81
Steward Partners Investment Advisory
New York
$1.59M +$1.16M +36,616 +260%
FFA
82
Farther Finance Advisors
California
$1.55M +$1.56M +49,352 New
NA
83
NewEdge Advisors
Louisiana
$1.49M +$219K +6,922 +17%
GFA
84
Gallagher Fiduciary Advisors
Illinois
$1.44M +$228K +7,213 +19%
BWM
85
BCS Wealth Management
Tennessee
$1.43M +$72.4K +2,293 +5%
BAM
86
Belpointe Asset Management
Nevada
$1.4M +$1.41M +44,734 New
MOS
87
MGO One Seven
Ohio
$1.38M -$63.2K -2,000 -4%
MMA
88
Miracle Mile Advisors
California
$1.38M
KWM
89
KFG Wealth Management
Indiana
$1.38M +$1.39M +43,981 New
AWA
90
Arkadios Wealth Advisors
Georgia
$1.37M
MWP
91
Madison Wealth Partners
Wisconsin
$1.3M +$190K +6,010 +17%
ATPW
92
Ashton Thomas Private Wealth
Arizona
$1.3M +$1.31M +41,432 New
HighTower Advisors
93
HighTower Advisors
Illinois
$1.27M +$155K +4,902 +14%
IA
94
Integrity Alliance
Iowa
$1.23M +$1.24M +39,282 New
CA
95
CoreCap Advisors
Michigan
$1.18M -$70.5K -2,232 -6%
VFPW
96
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.17M +$275K +8,714 +31%
BTI
97
Blue Trust Inc
Georgia
$1.13M +$201K +6,367 +21%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$1.13M +$23.6K +748 +2%
RWM
99
Ritholtz Wealth Management
New York
$1.11M
PI
100
Pachira Investments
California
$1.09M +$639K +20,219 +138%