We are live on ! Find out more
BALT icon

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
CG
101
CFO4Life Group
Texas
$1.09M +$1.1M +34,692 New
DAS
102
Diversify Advisory Services
Utah
$1.09M
PWP
103
Prasad Wealth Partners
Ohio
$1.06M +$164K +5,201 +18%
KWS
104
Keystone Wealth Services
California
$1.05M +$1.06M +33,469 New
RA
105
RiverTree Advisors
Florida
$1,000K -$17K -539 -2%
BIG
106
Brookwood Investment Group
Arizona
$967K +$973K +30,812 New
PWM
107
Palumbo Wealth Management
New York
$923K +$704K +22,298 +313%
AFP
108
Ausdal Financial Partners
Iowa
$914K +$244K +7,734 +36%
OIA
109
OneDigital Investment Advisors
Kansas
$904K +$97.9K +3,100 +12%
WAS
110
Wealth Advisory Solutions
Indiana
$900K +$318K +10,073 +54%
AWA
111
Arete Wealth Advisors
Illinois
$875K +$497K +15,723 +129%
CA
112
Claro Advisors
Massachusetts
$866K +$334K +10,565 +62%
SL
113
SWMG LLC
Texas
$840K +$60.2K +1,907 +8%
AF
114
Allworth Financial
California
$805K +$979 +31 +0.1%
SWP
115
Sagespring Wealth Partners
Tennessee
$796K +$801K +25,362 New
KFGG
116
Keystone Financial Group (Georgia)
Georgia
$791K +$793K +25,099 New
CPP
117
Capasso Planning Partners
South Carolina
$759K +$160K +5,063 +26%
EMAM
118
Encompass More Asset Management
California
$742K +$266K +8,433 +55%
MFG
119
Merit Financial Group
Georgia
$734K -$13.3K -422 -2%
FHC
120
First Heartland Consultants
Missouri
$725K +$32.6K +1,033 +5%
Mariner
121
Mariner
Kansas
$725K -$109K -3,466 -13%
HAS
122
HBW Advisory Services
California
$679K +$209K +6,610 +44%
BW
123
Balance Wealth
Ohio
$671K +$676K +21,396 New
AC
124
Applied Capital
Arkansas
$661K +$347K +10,993 +109%
WCAMG
125
Woodard & Company Asset Management Group
North Carolina
$658K +$181K +5,727 +38%