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Innovator Defined Wealth Shield ETF
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21 hedge funds and large institutions have $35.3M invested in Innovator Defined Wealth Shield ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

655% more capital invested

Capital invested by funds: $4.67M → $35.3M (+$30.6M)

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

91% more funds holding

Funds holding: 11 → 21 (+10)

35.87% more ownership

Funds ownership: 47.67% → 83.54% (+36%)

Holders
21
Holders Change
+10
Holders Change %
+90.91%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
6
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
Bouchey Financial Group
New York
+$7.21M
2
ACM
Arlington Capital Management
Illinois
+$6.58M
3
SS
Sunbelt Securities
Texas
+$4.15M
4
KAS
Kestra Advisory Services
Texas
+$876K
5
Osaic Holdings
Osaic Holdings
Arizona
+$686K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$392K
2
UBS Group
UBS Group
Switzerland
-$74K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Arlington Capital Management
Illinois
$8.25M +$6.58M +254,492 +400%
BFG
2
Bouchey Financial Group
New York
$7.23M +$7.21M +278,834 New
PWA
3
Pillar Wealth Advisors
Pennsylvania
$5.8M +$5.79M +223,733 New
SS
4
Sunbelt Securities
Texas
$4.15M +$4.15M +160,463 New
IIA
5
Integral Investment Advisors
California
$2.12M +$2.12M +81,815 New
KAS
6
Kestra Advisory Services
Texas
$2.09M +$876K +33,881 +72%
KWM
7
Kingsview Wealth Management
Oregon
$776K +$432K +16,705 +126%
Osaic Holdings
8
Osaic Holdings
Arizona
$706K +$686K +26,538 +3,791%
HighTower Advisors
9
HighTower Advisors
Illinois
$702K +$499K +19,290 +248%
BWM
10
BCS Wealth Management
Tennessee
$577K +$575K +22,235 New
OMC
11
Old Mission Capital
Illinois
$541K +$258K +9,993 +92%
AWM
12
AE Wealth Management
Kansas
$490K +$489K +18,897 New
CAG
13
Compass Advisory Group
New York
$446K +$445K +17,190 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$417K +$416K +16,096 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$310K +$310K +11,976 New
JIC
16
Johnson Investment Counsel
Ohio
$256K – – –
BA
17
Bellwether Advisors
Nebraska
$169K – – –
CAL
18
Capital Analysts LLC
Pennsylvania
$96K – – –
EWM
19
Elmwood Wealth Management
California
$78K +$77.6K +3,000 New
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$69.9K +$69.7K +2,695 New
DHGWA
21
Dixon Hughes Goodman Wealth Advisors
North Carolina
$20K +$19.9K +770 New
Citadel Advisors
22
Citadel Advisors
Florida
– -$392K -15,192 Closed
UBS Group
23
UBS Group
Switzerland
– -$74K -2,880 Closed