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Innovator Defined Wealth Shield ETF
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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: 5 → 10 (+5)

20% more capital invested

Capital invested by funds: $571M → $684M (+$113M)

18% more funds holding

Funds holding: 130 → 154 (+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
–

Top Buyers

1
W
Wealthquest
Ohio
+$31.8M
2
CAG
Compass Advisory Group
New York
+$19M
3
GI
Gradient Investments
Minnesota
+$17.1M
4
CVA
Central Valley Advisors
California
+$9.08M
5
SB
Strategic Blueprint
Georgia
+$6.06M

Top Sellers

1
KWM
Kingsview Wealth Management
Oregon
-$46M
2
PCS
Personal CFO Solutions
New Jersey
-$9.55M
3
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$5.97M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.15M
5
RA
RiverTree Advisors
Florida
-$871K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
151
MAI Capital Management
Ohio
$8.99K +$8.91K +286 New
AssetMark Inc
152
AssetMark Inc
California
$6.75K +$2.34K +75 +54%
OCM
153
Orion Capital Management
California
$2.48K +$2.46K +79 New
DFA
154
DHJJ Financial Advisors
Illinois
$1.26K – – –
PCS
155
Personal CFO Solutions
New Jersey
– -$9.55M -309,914 Closed
ASN
156
Advisory Services Network
Georgia
– -$519K -17,268 Closed
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
– -$248K -8,047 Closed
PFS
158
Prospera Financial Services
Texas
– -$237K -7,695 Closed
SFA
159
Souders Financial Advisors
Ohio
– -$223K -7,243 Closed
TPW
160
Talon Private Wealth
Florida
– -$203K -6,576 Closed
CPA
161
Clear Point Advisors
New York
– -$30.8K -1,000 Closed
HNB
162
Huntington National Bank
Ohio
– -$13.1K – –
3 4 5 6
7