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Innovator Defined Wealth Shield ETF

80 hedge funds and large institutions have $326M invested in Innovator Defined Wealth Shield ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

22% more capital invested

Capital invested by funds: $268M → $326M (+$58.1M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 7380 (+7)

4.84% more ownership

Funds ownership: 67.81%72.65% (+4.8%)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
15
Increased
40
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$52.1M +$3.2M +114,305 +6%
Osaic Holdings
2
Osaic Holdings
Arizona
$29.1M -$2.08M -74,401 -7%
KWM
3
Kingsview Wealth Management
Oregon
$25.3M +$23.3M +831,511 +1,068%
BCM
4
Brookstone Capital Management
Illinois
$18.5M +$377K +13,467 +2%
MFG
5
MTM Financial Group
Pennsylvania
$18.1M +$422K +15,057 +2%
CWG
6
Crown Wealth Group
North Carolina
$10.3M +$942K +33,628 +10%
CF
7
Centaurus Financial
California
$9.65M +$2.39M +85,342 +33%
SPC
8
Sigma Planning Corp
Michigan
$8.52M +$446K +15,928 +5%
SS
9
Sunbelt Securities
Texas
$8.33M +$408K +14,580 +5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$8.11M +$5.75M +205,243 +237%
PCS
11
Personal CFO Solutions
New Jersey
$8.07M +$162K +5,772 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.4M +$488K +17,419 +7%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$6.97M -$54.6K -1,949 -0.8%
PCA
14
Prosperity Capital Advisors
Ohio
$6.92M +$5.55M +198,181 +390%
RA
15
RFG Advisory
Alabama
$6.78M +$25.3K +904 +0.4%
DWMS
16
Dominguez Wealth Management Solutions
Virginia
$5.45M -$23.2K -827 -0.4%
MMA
17
Miracle Mile Advisors
California
$5.39M +$95.1K +3,395 +2%
CPP
18
Capasso Planning Partners
South Carolina
$5.25M +$5.29M +188,924 New
CFS
19
CRA Financial Services
New Jersey
$5.24M +$950K +33,930 +22%
LNC
20
Lincoln National Corp
Pennsylvania
$4.88M +$1.21M +43,088 +33%
Mariner
21
Mariner
Kansas
$4.86M +$3.21M +114,628 +191%
IIA
22
Integral Investment Advisors
California
$4.37M +$90.4K +3,227 +2%
MML Investors Services
23
MML Investors Services
Massachusetts
$4.35M +$1.15M +41,239 +36%
CTFG
24
Capstone Triton Financial Group
Oklahoma
$3.68M -$48.7K -1,741 -1%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.48M +$3.49M +124,808 +27,921%