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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
MFS
176
Mattson Financial Services
Michigan
$176K +$177K +5,598 New
Royal Bank of Canada
177
Royal Bank of Canada
Ontario, Canada
$136K -$79.9K -2,530 -37%
Morgan Stanley
178
Morgan Stanley
New York
$106K +$95.9K +3,038 +881%
IA
179
IFP Advisors
Florida
$102K +$103K +3,247 New
GIA
180
GHP Investment Advisors
Colorado
$78.7K
WP
181
WealthShield Partners
North Carolina
$65.6K
LFG
182
Larson Financial Group
Missouri
$60.2K +$60.5K +1,917 New
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$42.3K +$42.5K +1,347 New
William Blair & Company
184
William Blair & Company
Illinois
$37.7K
PS
185
Principal Securities
Iowa
$30K
Wells Fargo
186
Wells Fargo
California
$25.7K
BA
187
Bellwether Advisors
Nebraska
$24.3K
HBW
188
Hazlett, Burt & Watson
West Virginia
$24K +$24K +760 New
FNWA
189
Financial Network Wealth Advisors
Utah
$16.3K +$16.4K +519 New
AG
190
AmeriFlex Group
Nevada
$12.6K +$12.6K +400 New
MCM
191
MAI Capital Management
Ohio
$8.97K
AssetMark Inc
192
AssetMark Inc
California
$4.39K -$2.37K -75 -35%
WSFS
193
Wilmington Savings Fund Society
Delaware
$1.82K +$1.83K +58 New
DFA
194
DHJJ Financial Advisors
Illinois
$1.26K
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
-$906K -28,849 Closed
IA
196
IFG Advisory
Georgia
-$14.6K -15,000 Closed
CFGS
197
Concourse Financial Group Securities
Alabama
-$301K -9,489 Closed
PW
198
Paladin Wealth
Minnesota
-$288K -9,154 Closed
Bank of America
199
Bank of America
North Carolina
-$187K -5,953 Closed
CJ
200
Caitlin John
Michigan
-$45.8K -1,457 Closed