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Innovator Defined Wealth Shield ETF

77 hedge funds and large institutions have $241M invested in Innovator Defined Wealth Shield ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

10% more capital invested

Capital invested by funds: $218M → $241M (+$22.6M)

7% more funds holding

Funds holding: 7277 (+5)

1.13% less ownership

Funds ownership: 75.76%74.63% (-1.1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
15
Increased
32
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$49.1M +$10.7M +398,638 +28%
Osaic Holdings
2
Osaic Holdings
Arizona
$28.1M +$8.05M +299,281 +41%
MFG
3
MTM Financial Group
Pennsylvania
$17.5M -$166K -6,156 -0.9%
BCM
4
Brookstone Capital Management
Illinois
$15.8M +$3.85M +143,007 +33%
MMA
5
Miracle Mile Advisors
California
$10.3M -$764K -28,396 -7%
CWG
6
Crown Wealth Group
North Carolina
$8.84M +$1.17M +43,653 +16%
SS
7
Sunbelt Securities
Texas
$7.49M +$3.01M +111,991 +69%
RA
8
RFG Advisory
Alabama
$6.6M +$245K +9,108 +4%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$6.41M +$4.52M +167,921 +249%
PCS
10
Personal CFO Solutions
New Jersey
$6.11M +$6.04M +224,524 New
DWMS
11
Dominguez Wealth Management Solutions
Virginia
$5.39M -$63.7K -2,369 -1%
SPC
12
Sigma Planning Corp
Michigan
$5.03M -$66.8K -2,482 -1%
IIA
13
Integral Investment Advisors
California
$4.97M -$495K -18,391 -9%
AWM
14
AE Wealth Management
Kansas
$3.81M -$423K -15,729 -10%
KAS
15
Kestra Advisory Services
Texas
$3.74M +$65.3K +2,428 +2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.52M +$2.14M +79,514 +160%
CTFG
17
Capstone Triton Financial Group
Oklahoma
$3.49M +$726K +26,990 +27%
CF
18
Centaurus Financial
California
$3.46M +$3.41M +126,946 New
W
19
Wealthquest
Ohio
$2.81M +$792K +29,445 +40%
CFS
20
CRA Financial Services
New Jersey
$2.8M +$618K +22,973 +29%
LNC
21
Lincoln National Corp
Pennsylvania
$2.56M +$1.95M +72,449 +337%
AGA
22
Accuvest Global Advisors
Utah
$2.53M +$2.5M +93,000 New
KWM
23
Kingsview Wealth Management
Oregon
$2.18M -$82.8K -3,079 -4%
WIA
24
World Investment Advisors
California
$2.07M +$223K +8,300 +12%
SWA
25
SFMG Wealth Advisors
Texas
$2.07M +$2.05M +76,055 New