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Innovator Defined Wealth Shield ETF

32 hedge funds and large institutions have $45.6M invested in Innovator Defined Wealth Shield ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

52% more funds holding

Funds holding: 2132 (+11)

29% more capital invested

Capital invested by funds: $35.3M → $45.6M (+$10.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

39.8% less ownership

Funds ownership: 83.54%43.74% (-40%)

Holders
32
Holders Change
+11
Holders Change %
+52.38%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
10
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1
Pillar Wealth Advisors
Pennsylvania
$11.5M +$5.68M +220,088 +98%
MFG
2
MTM Financial Group
Pennsylvania
$8.65M +$8.63M +334,336 New
SS
3
Sunbelt Securities
Texas
$4.13M -$24.6K -953 -0.6%
KAS
4
Kestra Advisory Services
Texas
$2.59M +$499K +19,351 +24%
KWM
5
Kingsview Wealth Management
Oregon
$2.58M +$1.8M +69,942 +234%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.33M +$2.01M +78,082 +652%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.43M +$719K +27,845 +102%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.2M +$1.2M +46,414 New
CAG
9
Compass Advisory Group
New York
$1.05M +$609K +23,596 +137%
HighTower Advisors
10
HighTower Advisors
Illinois
$951K +$249K +9,657 +36%
IIA
11
Integral Investment Advisors
California
$921K -$1.19M -46,205 -56%
IA
12
IFP Advisors
Florida
$808K +$811K +31,430 New
BWM
13
BCS Wealth Management
Tennessee
$795K +$219K +8,495 +38%
SWA
14
Stratos Wealth Advisors
Ohio
$700K +$699K +27,071 New
VIM
15
Vista Investment Management
Pennsylvania
$633K +$632K +24,486 New
OMC
16
Old Mission Capital
Illinois
$521K -$18.6K -720 -3%
CCM
17
Coldstream Capital Management
Washington
$502K +$500K +19,395 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$492K +$75.1K +2,910 +18%
VWA
19
Visionary Wealth Advisors
Illinois
$433K +$432K +16,754 New
LNC
20
Lincoln National Corp
Pennsylvania
$431K +$430K +16,651 New
APCM
21
Alaska Permanent Capital Management
Alaska
$385K +$384K +14,886 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$351K +$350K +13,562 New
BPA
23
Beacon Pointe Advisors
California
$336K +$335K +13,000 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$329K +$328K +12,723 New
ASN
25
Advisory Services Network
Georgia
$320K +$320K +12,382 New