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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
JP Morgan Chase
126
JP Morgan Chase
New York
$653K +$637K +20,163 +3,180%
GS
127
GWN Securities
Florida
$641K +$645K +20,437 New
WCP
128
Wick Capital Partners
Pennsylvania
$630K +$634K +20,085 New
BCA
129
Bay Colony Advisors
Massachusetts
$624K +$65.3K +2,066 +12%
OCFG
130
O'Connor Financial Group
Illinois
$616K +$42.4K +1,344 +7%
TWP
131
Triad Wealth Partners
Kansas
$609K +$296K +9,386 +94%
CA
132
CGN Advisors
Kansas
$600K +$604K +19,113 New
FA
133
Fermata Advisors
California
$586K +$254K +8,047 +76%
NWMP
134
Noble Wealth Management PBC
Colorado
$582K +$88.4K +2,800 +18%
PWM
135
Partners Wealth Management
California
$581K +$153K +4,848 +35%
SMC
136
Smith, Moore & Co
Missouri
$541K +$30K +950 +6%
PHWM
137
Pine Harbor Wealth Management
Maryland
$532K -$8.53K -270 -2%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$521K +$525K +16,611 New
CA
139
Continuum Advisory
Idaho
$518K +$263K +8,325 +102%
IAN
140
Integrated Advisors Network
Texas
$468K +$199K +6,291 +73%
MW
141
Maia Wealth
Colorado
$430K +$947 +30 +0.2%
AA
142
ACT Advisors
North Carolina
$420K
SEA
143
Stegent Equity Advisors
Texas
$414K +$417K +13,207 New
APW
144
Atlantic Private Wealth
North Carolina
$405K +$408K +12,916 New
PIAS
145
PCA Investment Advisory Services
Ohio
$402K +$31.6K +1,000 +8%
TWM
146
Tradition Wealth Management
Minnesota
$397K +$400K +12,665 New
TSS
147
Two Sigma Securities
New York
$396K +$399K +12,624 New
IWP
148
Insight Wealth Partners
Texas
$388K +$391K +12,372 New
W
149
WorthPointe
California
$380K +$128K +4,066 +51%
AAS
150
Ameritas Advisory Services
Nebraska
$368K -$291K -9,224 -44%