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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
Morgan Stanley
126
Morgan Stanley
New York
$27.2K +$26.7K +881 New
JP Morgan Chase
127
JP Morgan Chase
New York
$16.4K -$5K -165 -24%
HNB
128
Huntington National Bank
Ohio
$13.1K
GRP
129
Global Retirement Partners
California
$11.9K
AssetMark Inc
130
AssetMark Inc
California
$4.32K +$4.25K +140 New
DFA
131
DHJJ Financial Advisors
Illinois
$1.23K
RIA
132
Regal Investment Advisors
Michigan
-$920K -30,645 Closed
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
-$649K -21,596 Closed
Betterment LLC
134
Betterment LLC
New York
-$591K -19,683 Closed
DIM
135
Delta Investment Management
California
-$496K -16,521 Closed
Citadel Advisors
136
Citadel Advisors
Florida
-$322K -10,732 Closed
CAM
137
Clark Asset Management
New Hampshire
-$286K -9,515 Closed
Goldman Sachs
138
Goldman Sachs
New York
-$270K -8,989 Closed
WFPG
139
Waller Financial Planning Group
Ohio
-$240K -8,000 Closed
KPWS
140
Kestra Private Wealth Services
Texas
-$221K -7,352 Closed
TWP
141
Triad Wealth Partners
Kansas
-$64.9K -2,160 Closed
ATPW
142
Ashton Thomas Private Wealth
Arizona
-$32.3K -1,077 Closed
OCM
143
Orion Capital Management
California
-$9.76K -325 Closed
SCA
144
Stuart Chaussee & Associates
California
-$3K -100 Closed