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Innovator Defined Wealth Shield ETF

154 hedge funds and large institutions have $684M invested in Innovator Defined Wealth Shield ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

152% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 29

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

20% more capital invested

Capital invested by funds: $571M → $684M (+$113M)

18% more funds holding

Funds holding: 130154 (+24)

0.47% more ownership

Funds ownership: 70.2%70.67% (+0.47%)

Holders
154
Holders Change
+24
Holders Change %
+18.46%
% of All Funds
2.03%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
33
Increased
73
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$96.8M +$31.8M +1,021,486 +50%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$50M -$4.15M -133,070 -8%
Osaic Holdings
3
Osaic Holdings
Arizona
$41.8M -$316K -10,145 -0.8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$34.9M +$1.52M +48,731 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$25M +$24.8M +794,745 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$24.1M +$5.27M +169,004 +28%
MFG
7
MTM Financial Group
Pennsylvania
$21.4M +$601K +19,293 +3%
CAG
8
Compass Advisory Group
New York
$20.6M +$19M +608,418 +1,309%
PCA
9
Prosperity Capital Advisors
Ohio
$20.2M +$3.35M +107,630 +20%
CWG
10
Crown Wealth Group
North Carolina
$20M +$534K +17,123 +3%
BCM
11
Brookstone Capital Management
Illinois
$18.8M -$820K -26,314 -4%
GI
12
Gradient Investments
Minnesota
$17.2M +$17.1M +548,162 New
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$13.6M +$821K +26,339 +6%
SS
14
Sunbelt Securities
Texas
$13.3M +$1.22M +39,259 +10%
CF
15
Centaurus Financial
California
$12.8M +$1.25M +40,166 +11%
NIA
16
NBZ Investment Advisors
Tennessee
$12.4M +$12.3M +395,268 New
KAS
17
Kestra Advisory Services
Texas
$10M +$1.28M +41,026 +15%
CVA
18
Central Valley Advisors
California
$9.16M +$9.08M +291,413 New
CFS
19
CRA Financial Services
New Jersey
$8.03M +$604K +19,375 +8%
MA
20
Mutual Advisors
Nebraska
$7.72M +$2.43K +78 +0%
AWS
21
Atria Wealth Solutions
New York
$7.15M +$1.92M +61,447 +37%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$6.88M +$2.61M +83,687 +62%
SA
23
Sovran Advisors
California
$6.87M +$6.81M +218,454 New
SB
24
Strategic Blueprint
Georgia
$6.77M +$6.06M +194,428 +919%
DWMS
25
Dominguez Wealth Management Solutions
Virginia
$6.39M +$33.9K +1,088 +0.5%