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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
AAS
151
Avantax Advisory Services
Texas
$359K -$812K -25,714 -69%
EWM
152
Elmwood Wealth Management
California
$351K +$354K +11,200 New
AQR Capital Management
153
AQR Capital Management
Connecticut
$347K +$350K +11,070 New
VIM
154
Vista Investment Management
Pennsylvania
$328K
CCFM
155
Clear Creek Financial Management
Washington
$328K +$330K +10,464 New
FIM
156
Freedom Investment Management
Connecticut
$319K +$55K +1,741 +21%
FCFC
157
First Commonwealth Financial Corp
Pennsylvania
$300K +$302K +9,557 New
CA
158
Cambridge Advisors
Nebraska
$300K +$302K +9,554 New
SA
159
Sanctuary Advisors
Indiana
$291K +$10.1K +319 +4%
GSAM
160
Grant Street Asset Management
Pennsylvania
$281K +$283K +8,948 New
SAW
161
Signal Advisors Wealth
Michigan
$275K +$40.7K +1,290 +17%
AAP
162
Arax Advisory Partners
Colorado
$254K +$18.1K +573 +8%
VPWA
163
Vestia Personal Wealth Advisors
Indiana
$253K
GIA
164
Gladstone Institutional Advisory
Florida
$238K
NS
165
NBC Securities
Alabama
$234K +$236K +7,459 New
VAS
166
Vestmark Advisory Solutions
Massachusetts
$229K +$230K +7,295 New
GSIAS
167
Garden State Investment Advisory Services
New Jersey
$228K +$230K +7,277 New
SC
168
Sykon Capital
New York
$227K +$228K +7,227 New
NF
169
Nikulski Financial
Iowa
$219K +$220K +6,980 New
DBRC
170
D.B. Root & Company
Pennsylvania
$217K -$13.6K -432 -6%
NA
171
Novus Advisors
South Carolina
$216K +$217K +6,878 New
Creative Planning
172
Creative Planning
Kansas
$211K +$3.35K +106 +2%
BFA
173
Brown Financial Advisors
Ohio
$207K +$208K +6,591 New
CWA
174
Continuum Wealth Advisors
New York
$204K
MWM
175
Modern Wealth Management
Kansas
$204K +$205K +6,492 New