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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
CA
101
Claro Advisors
Massachusetts
$325K +$303 +10 +0.1%
VIM
102
Vista Investment Management
Pennsylvania
$323K -$3.94K -130 -1%
MW
103
Maia Wealth
Colorado
$311K -$9.16K -302 -3%
BTI
104
Blue Trust Inc
Georgia
$300K -$11.3K -373 -4%
FIM
105
Freedom Investment Management
Connecticut
$281K -$12K -395 -4%
CA
106
Continuum Advisory
Idaho
$255K +$90.5K +2,985 +57%
VPWA
107
Vestia Personal Wealth Advisors
Indiana
$248K +$244K +8,058 New
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$248K -$50.4K -1,661 -17%
CFGS
109
Concourse Financial Group Securities
Alabama
$245K +$73.3K +2,416 +44%
SPIA
110
Steward Partners Investment Advisory
New York
$242K +$79.4K +2,618 +50%
PFS
111
Prospera Financial Services
Texas
$237K
GIA
112
Gladstone Institutional Advisory
Florida
$234K +$231K +7,600 New
SAW
113
Signal Advisors Wealth
Michigan
$231K +$227K +7,480 New
AAS
114
Avantax Advisory Services
Texas
$228K -$334 -11 -0.1%
SFA
115
Souders Financial Advisors
Ohio
$223K
TPW
116
Talon Private Wealth
Florida
$203K +$199K +6,576 New
CWA
117
Continuum Wealth Advisors
New York
$200K +$197K +6,503 New
Bank of America
118
Bank of America
North Carolina
$184K +$181K +5,953 New
LIS
119
Legacy Investment Solutions
Idaho
$83.3K +$80.9K +2,666 New
LWMI
120
Legacy Wealth Management (Idaho)
Idaho
$83.3K +$80.9K +2,666 New
WP
121
WealthShield Partners
North Carolina
$80.7K +$79.4K +2,618 New
GIA
122
GHP Investment Advisors
Colorado
$77.3K
CJ
123
Caitlin John
Michigan
$49.5K
CPA
124
Clear Point Advisors
New York
$30.8K
PS
125
Principal Securities
Iowa
$29.4K