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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
PWP
101
Prasad Wealth Partners
Ohio
$1.06M
KWS
102
Keystone Wealth Services
California
$1.05M
RA
103
RiverTree Advisors
Florida
$1,000K
BIG
104
Brookwood Investment Group
Arizona
$967K
PWM
105
Palumbo Wealth Management
New York
$923K
AFP
106
Ausdal Financial Partners
Iowa
$914K
OIA
107
OneDigital Investment Advisors
Kansas
$904K
WAS
108
Wealth Advisory Solutions
Indiana
$900K
AWA
109
Arete Wealth Advisors
Illinois
$875K
CA
110
Claro Advisors
Massachusetts
$866K
SL
111
SWMG LLC
Texas
$840K
AF
112
Allworth Financial
California
$805K
SWP
113
Sagespring Wealth Partners
Tennessee
$796K
KFGG
114
Keystone Financial Group (Georgia)
Georgia
$791K
CPP
115
Capasso Planning Partners
South Carolina
$759K
EMAM
116
Encompass More Asset Management
California
$742K
MFG
117
Merit Financial Group
Georgia
$734K
FHC
118
First Heartland Consultants
Missouri
$725K
Mariner
119
Mariner
Kansas
$725K
HAS
120
HBW Advisory Services
California
$679K
BW
121
Balance Wealth
Ohio
$671K
AC
122
Applied Capital
Arkansas
$661K
WCAMG
123
Woodard & Company Asset Management Group
North Carolina
$658K
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$653K
GS
125
GWN Securities
Florida
$641K