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Innovator Defined Wealth Shield ETF

105 hedge funds and large institutions have $408M invested in Innovator Defined Wealth Shield ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
105
Holders Change
+12
Holders Change %
+12.9%
% of All Funds
1.52%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
46
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$55.8M 1,905,756 +146,753 +8%
W
2
Wealthquest
Ohio
$41.1M 1,405,898 +1,090,404 +346%
Osaic Holdings
3
Osaic Holdings
Arizona
$21.3M 726,371 +772 +0.1%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$19.5M 666,953 +389,377 +140%
BCM
5
Brookstone Capital Management
Illinois
$19.5M 664,860 -68,383 -9%
CWG
6
Crown Wealth Group
North Carolina
$13.4M 459,024 +46,058 +11%
CAN
7
Cetera Advisor Networks
California
$13.1M 447,468 +59,173 +15%
MAM
8
Milestone Asset Management
Pennsylvania
$12.5M 427,235 -2,487,056 -85%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$12M 409,701 +125,923 +44%
PCA
10
Prosperity Capital Advisors
Ohio
$11.7M 400,719 +49,180 +14%
CF
11
Centaurus Financial
California
$11.7M 400,231 +26,018 +7%
SS
12
Sunbelt Securities
Texas
$11M 376,924 +54,712 +17%
LNC
13
Lincoln National Corp
Pennsylvania
$10.2M 348,296 +101,401 +41%
PCS
14
Personal CFO Solutions
New Jersey
$8.48M 289,889 +2,245 +0.8%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$7.18M 245,291 -710 -0.3%
KWM
16
Kingsview Wealth Management
Oregon
$6.52M 222,788 -1,079,724 -83%
CA
17
Cetera Advisors
Colorado
$6.35M 217,075 +178,205 +458%
CFS
18
CRA Financial Services
New Jersey
$6.1M 208,570 -12,057 -5%
DWMS
19
Dominguez Wealth Management Solutions
Virginia
$5.77M 197,121 +3,826 +2%
FD
20
Financial Designs
California
$5.65M 192,976 +3,962 +2%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$4.83M 165,199 -168,243 -50%
IIA
22
Integral Investment Advisors
California
$4.71M 161,300 +3,745 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.56M 155,827 +16,997 +12%
SPC
24
Sigma Planning Corp
Michigan
$3.92M 133,914 +14,609 +12%
OLVIG
25
Oliver Lagore Vanvalin Investment Group
Michigan
$3.85M 131,585 +131,585 New