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Innovator Defined Wealth Shield ETF

106 hedge funds and large institutions have $427M 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, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

13% more funds holding

Funds holding: 94106 (+12)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

15.83% less ownership

Funds ownership: 87.58%71.75% (-16%)

19% less capital invested

Capital invested by funds: $530M → $427M (-$103M)

Holders
106
Holders Change
+12
Holders Change %
+12.77%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
21
Increased
46
Reduced
26
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
$55.8M +$4.24M +146,753 +8%
W
2
Wealthquest
Ohio
$41.1M +$31.5M +1,090,404 +346%
Osaic Holdings
3
Osaic Holdings
Arizona
$21.3M +$22.3K +772 +0.1%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$19.5M +$11.3M +389,377 +140%
BCM
5
Brookstone Capital Management
Illinois
$19.5M -$1.98M -68,383 -9%
MFG
6
MTM Financial Group
Pennsylvania
$19M -$403K -13,940 -2%
CWG
7
Crown Wealth Group
North Carolina
$13.4M +$1.33M +46,058 +11%
CAN
8
Cetera Advisor Networks
California
$13.1M +$1.71M +59,173 +15%
MAM
9
Milestone Asset Management
Pennsylvania
$12.5M -$71.9M -2,487,056 -85%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$12M +$3.64M +125,923 +44%
PCA
11
Prosperity Capital Advisors
Ohio
$11.7M +$1.42M +49,180 +14%
CF
12
Centaurus Financial
California
$11.7M +$752K +26,018 +7%
SS
13
Sunbelt Securities
Texas
$11M +$1.58M +54,712 +17%
LNC
14
Lincoln National Corp
Pennsylvania
$10.2M +$2.93M +101,401 +41%
PCS
15
Personal CFO Solutions
New Jersey
$8.48M +$64.9K +2,245 +0.8%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$7.18M -$20.5K -710 -0.3%
KWM
17
Kingsview Wealth Management
Oregon
$6.52M -$31.2M -1,079,724 -83%
CA
18
Cetera Advisors
Colorado
$6.35M +$5.15M +178,205 +458%
CFS
19
CRA Financial Services
New Jersey
$6.1M -$349K -12,057 -5%
DWMS
20
Dominguez Wealth Management Solutions
Virginia
$5.77M +$111K +3,826 +2%
FD
21
Financial Designs
California
$5.65M +$115K +3,962 +2%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$4.83M -$4.87M -168,243 -50%
IIA
23
Integral Investment Advisors
California
$4.71M +$108K +3,745 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.56M +$491K +16,997 +12%
SPC
25
Sigma Planning Corp
Michigan
$3.92M +$422K +14,609 +12%