BALT icon

Innovator Defined Wealth Shield ETF

121 hedge funds and large institutions have $397M invested in Innovator Defined Wealth Shield ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
121
Holders Change
+16
Holders Change %
+15.24%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
45
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$50.7M 1,689,443 -216,313 -11%
W
2
Wealthquest
Ohio
$41.1M 1,368,881 -37,017 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$35.3M 1,173,845 +447,474 +62%
BCM
4
Brookstone Capital Management
Illinois
$19.3M 637,016 -27,844 -4%
PCA
5
Prosperity Capital Advisors
Ohio
$18.3M 610,123 +209,404 +52%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$18.1M 603,436 +193,735 +47%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$17M 564,777 -102,176 -15%
SS
8
Sunbelt Securities
Texas
$11.5M 381,928 +5,004 +1%
MA
9
Mutual Advisors
Nebraska
$10.5M 346,872 +346,872 New
CF
10
Centaurus Financial
California
$9.79M 325,993 -74,238 -19%
PCS
11
Personal CFO Solutions
New Jersey
$9.12M 303,808 +13,919 +5%
CWG
12
Crown Wealth Group
North Carolina
$8.27M 275,310 -183,714 -40%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$7.7M 256,247 +10,956 +4%
KAS
14
Kestra Advisory Services
Texas
$7.09M 236,239 +105,526 +81%
CFS
15
CRA Financial Services
New Jersey
$6.48M 215,927 +7,357 +4%
KWM
16
Kingsview Wealth Management
Oregon
$6.45M 214,809 -7,979 -4%
DWMS
17
Dominguez Wealth Management Solutions
Virginia
$6.31M 210,010 +12,889 +7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.06M 201,738 +97,824 +94%
FD
19
Financial Designs
California
$5.54M 184,419 -8,557 -4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.35M 177,981 +22,154 +14%
AWS
21
Atria Wealth Solutions
New York
$4.73M 157,629 +49,008 +45%
RJA
22
Raymond James & Associates
Florida
$3.77M 125,426 +23,898 +24%
TF
23
Trek Financial
Arizona
$3.69M 122,783 -5,462 -4%
HI
24
Harbour Investments
Wisconsin
$3.53M 117,712 +53,245 +83%
SPC
25
Sigma Planning Corp
Michigan
$3.17M 105,617 -28,297 -21%