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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
PHWM
101
Pine Harbor Wealth Management
Maryland
$541K -$7.79K -250 -1%
CA
102
Claro Advisors
Massachusetts
$535K +$202K +6,485 +61%
SMC
103
Smith, Moore & Co
Missouri
$511K +$108K +3,468 +27%
NWMP
104
Noble Wealth Management PBC
Colorado
$495K +$491K +15,740 New
WCAMG
105
Woodard & Company Asset Management Group
North Carolina
$479K -$5.97M -191,693 -93%
EMAM
106
Encompass More Asset Management
California
$478K +$122K +3,905 +34%
AWM
107
AE Wealth Management
Kansas
$478K +$474K +15,219 New
HAS
108
HBW Advisory Services
California
$472K +$37.2K +1,192 +9%
PI
109
Pachira Investments
California
$460K +$456K +14,627 New
SPIA
110
Steward Partners Investment Advisory
New York
$442K +$194K +6,234 +79%
MW
111
Maia Wealth
Colorado
$436K +$116K +3,726 +37%
PWM
112
Partners Wealth Management
California
$430K +$426K +13,672 New
AA
113
ACT Advisors
North Carolina
$421K
AWA
114
Arete Wealth Advisors
Illinois
$382K
PIAS
115
PCA Investment Advisory Services
Ohio
$371K +$368K +11,800 New
FA
116
Fermata Advisors
California
$334K -$58.8K -1,888 -15%
VIM
117
Vista Investment Management
Pennsylvania
$329K
AC
118
Applied Capital
Arkansas
$316K +$314K +10,066 New
TWP
119
Triad Wealth Partners
Kansas
$315K +$313K +10,030 New
CFGS
120
Concourse Financial Group Securities
Alabama
$301K +$47.6K +1,527 +19%
PW
121
Paladin Wealth
Minnesota
$288K +$285K +9,154 New
SA
122
Sanctuary Advisors
Indiana
$285K +$280K +8,969 New
IAN
123
Integrated Advisors Network
Texas
$271K +$269K +8,624 New
FIM
124
Freedom Investment Management
Connecticut
$265K -$21.8K -698 -8%
CA
125
Continuum Advisory
Idaho
$257K