We are live on ! Find out more
BALT icon

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
VPWA
126
Vestia Personal Wealth Advisors
Indiana
$253K
W
127
WorthPointe
California
$252K -$178K -5,708 -42%
GIA
128
Gladstone Institutional Advisory
Florida
$239K
AAP
129
Arax Advisory Partners
Colorado
$236K +$234K +7,512 New
SAW
130
Signal Advisors Wealth
Michigan
$235K
DBRC
131
D.B. Root & Company
Pennsylvania
$231K +$229K +7,361 New
PWM
132
Palumbo Wealth Management
New York
$224K +$222K +7,123 New
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$216K +$214K +6,870 New
Creative Planning
134
Creative Planning
Kansas
$208K -$208K -6,661 -50%
CWA
135
Continuum Wealth Advisors
New York
$204K
Bank of America
136
Bank of America
North Carolina
$187K
LIS
137
Legacy Investment Solutions
Idaho
$84.6K
LWMI
138
Legacy Wealth Management (Idaho)
Idaho
$84.6K
GIA
139
GHP Investment Advisors
Colorado
$78.8K
WP
140
WealthShield Partners
North Carolina
$65.7K -$16.4K -526 -20%
CJ
141
Caitlin John
Michigan
$45.8K -$3.93K -126 -8%
William Blair & Company
142
William Blair & Company
Illinois
$37.7K +$37.4K +1,200 New
PS
143
Principal Securities
Iowa
$30K
Wells Fargo
144
Wells Fargo
California
$25.7K +$25.5K +818 New
BA
145
Bellwether Advisors
Nebraska
$24.4K +$24.2K +775 New
Jones Financial Companies
146
Jones Financial Companies
Missouri
$20.3K +$20.1K +645 New
JP Morgan Chase
147
JP Morgan Chase
New York
$19.9K +$3.21K +103 +19%
IA
148
IFG Advisory
Georgia
$14.6K +$468K +15,000 New
GRP
149
Global Retirement Partners
California
$12.1K
Morgan Stanley
150
Morgan Stanley
New York
$10.8K -$16.7K -536 -61%