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Innovator Defined Wealth Shield ETF

44 hedge funds and large institutions have $98M invested in Innovator Defined Wealth Shield ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

115% more capital invested

Capital invested by funds: $45.6M → $98M (+$52.4M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

38% more funds holding

Funds holding: 3244 (+12)

33.18% more ownership

Funds ownership: 43.74%76.92% (+33%)

Holders
44
Holders Change
+12
Holders Change %
+37.5%
% of All Funds
0.74%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
16
Increased
17
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
MTM Financial Group
Pennsylvania
$16.9M +$8.19M +318,956 +95%
PWA
2
Pillar Wealth Advisors
Pennsylvania
$14.9M +$3.46M +134,583 +30%
ACM
3
Arlington Capital Management
Illinois
$9.98M +$9.92M +386,211 New
KCM
4
Karp Capital Management
California
$9.26M +$9.2M +358,372 New
BCM
5
Brookstone Capital Management
Illinois
$8.39M +$8.3M +323,163 New
Osaic Holdings
6
Osaic Holdings
Arizona
$5.24M +$3.79M +147,699 +268%
SS
7
Sunbelt Securities
Texas
$4.03M -$91.5K -3,561 -2%
KAS
8
Kestra Advisory Services
Texas
$3.1M +$511K +19,910 +20%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.95M +$622K +24,236 +27%
CTFG
10
Capstone Triton Financial Group
Oklahoma
$2.78M +$2.75M +106,969 New
IIA
11
Integral Investment Advisors
California
$2.72M +$1.79M +69,596 +195%
KWM
12
Kingsview Wealth Management
Oregon
$2.46M -$124K -4,820 -5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.43M +$234K +9,102 +20%
BWM
14
BCS Wealth Management
Tennessee
$1.24M +$448K +17,429 +57%
CAG
15
Compass Advisory Group
New York
$1.1M +$50.1K +1,949 +5%
SWA
16
Stratos Wealth Advisors
Ohio
$1.09M +$390K +15,182 +56%
HighTower Advisors
17
HighTower Advisors
Illinois
$958K +$9.94K +387 +1%
VIM
18
Vista Investment Management
Pennsylvania
$924K +$289K +11,270 +46%
IA
19
IFP Advisors
Florida
$808K
SOS
20
Silver Oak Securities
Tennessee
$737K +$727K +28,314 New
CA
21
Cetera Advisors
Colorado
$644K +$640K +24,930 New
W
22
Wealthquest
Ohio
$605K +$602K +23,447 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$545K +$54.2K +2,109 +11%
VWA
24
Visionary Wealth Advisors
Illinois
$534K +$101K +3,920 +23%
CCM
25
Coldstream Capital Management
Washington
$501K