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Innovator Defined Wealth Shield ETF

130 hedge funds and large institutions have $571M invested in Innovator Defined Wealth Shield ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 28

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

36% more capital invested

Capital invested by funds: $419M → $571M (+$152M)

6% more funds holding

Funds holding: 123130 (+7)

4.08% more ownership

Funds ownership: 66.12%70.2% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
66
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$63.3M +$20.9M +689,520 +50%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$53.1M +$1.04M +34,217 +2%
KWM
3
Kingsview Wealth Management
Oregon
$51M +$43.6M +1,438,282 +670%
Osaic Holdings
4
Osaic Holdings
Arizona
$41.4M +$5.1M +168,234 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$32.7M +$13.9M +457,963 +76%
MFG
6
MTM Financial Group
Pennsylvania
$20.4M +$104K +3,422 +0.5%
BCM
7
Brookstone Capital Management
Illinois
$19.2M -$408K -13,455 -2%
CWG
8
Crown Wealth Group
North Carolina
$19.1M +$10.5M +344,520 +125%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$18.4M +$1.02M +33,542 +6%
PCA
10
Prosperity Capital Advisors
Ohio
$16.5M -$2.27M -75,002 -12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$15.2M +$8.8M +290,228 +144%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$12.5M +$4.54M +149,832 +58%
SS
13
Sunbelt Securities
Texas
$11.8M +$16.9K +557 +0.1%
CF
14
Centaurus Financial
California
$11.3M +$1.26M +41,698 +13%
PCS
15
Personal CFO Solutions
New Jersey
$9.55M +$185K +6,106 +2%
KAS
16
Kestra Advisory Services
Texas
$8.58M +$1.27M +42,017 +18%
MA
17
Mutual Advisors
Nebraska
$7.57M -$3.11M -102,438 -30%
CFS
18
CRA Financial Services
New Jersey
$7.28M +$612K +20,165 +9%
FIA
19
Foundations Investment Advisors
Arizona
$6.75M +$3.84M +126,434 +136%
WCAMG
20
Woodard & Company Asset Management Group
North Carolina
$6.38M +$6.1M +200,943 +3,346%
DWMS
21
Dominguez Wealth Management Solutions
Virginia
$6.23M -$236K -7,784 -4%
FD
22
Financial Designs
California
$5.56M -$124K -4,091 -2%
AWS
23
Atria Wealth Solutions
New York
$5.13M +$261K +8,608 +5%
SPC
24
Sigma Planning Corp
Michigan
$4.52M +$1.25M +41,138 +39%
RJA
25
Raymond James & Associates
Florida
$4.27M +$393K +12,946 +10%