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Innovator Defined Wealth Shield ETF

194 hedge funds and large institutions have $960M invested in Innovator Defined Wealth Shield ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 98 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 8

308% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

40% more capital invested

Capital invested by funds: $684M → $960M (+$275M)

26% more funds holding

Funds holding: 154194 (+40)

1.21% more ownership

Funds ownership: 70.67%71.87% (+1.2%)

Holders
194
Holders Change
+40
Holders Change %
+25.97%
% of All Funds
2.6%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
53
Increased
98
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$108M +$11.5M +362,959 +12%
Raymond James Financial
2
Raymond James Financial
Florida
$57.8M +$33M +1,046,019 +132%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.6M +$7.71M +244,031 +15%
Osaic Holdings
4
Osaic Holdings
Arizona
$55.7M +$14M +444,506 +33%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$33.2M -$1.6M -50,705 -5%
PCA
6
Prosperity Capital Advisors
Ohio
$24.9M +$4.76M +150,815 +23%
MFG
7
MTM Financial Group
Pennsylvania
$22.8M +$1.37M +43,352 +6%
CWG
8
Crown Wealth Group
North Carolina
$22.4M +$2.38M +75,376 +12%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$22.3M -$1.76M -55,785 -7%
CAG
10
Compass Advisory Group
New York
$22M +$1.41M +44,743 +7%
BCM
11
Brookstone Capital Management
Illinois
$19.1M +$391K +12,372 +2%
BCI
12
Brinker Capital Investments
Pennsylvania
$18.6M +$16.8M +533,381 +895%
OPS
13
Orion Portfolio Solutions
Nebraska
$18.6M +$16.8M +533,381 +895%
KA
14
Kure Advisory
Minnesota
$18.3M +$18.4M +583,580 New
GI
15
Gradient Investments
Minnesota
$17.6M +$355K +11,239 +2%
ACM
16
Arlington Capital Management
Illinois
$14.8M +$14.9M +473,139 New
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$14.8M +$1.21M +38,202 +9%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$14.5M +$7.72M +244,588 +112%
HI
19
Harbour Investments
Wisconsin
$14.3M +$9.11M +288,457 +174%
CF
20
Centaurus Financial
California
$13.1M +$353K +11,179 +3%
SS
21
Sunbelt Securities
Texas
$13M -$192K -6,073 -1%
NIA
22
NBZ Investment Advisors
Tennessee
$12.8M +$400K +12,663 +3%
KWM
23
Kingsview Wealth Management
Oregon
$11M +$5.52M +174,663 +99%
SWA
24
Stratos Wealth Advisors
Ohio
$11M +$9.71M +307,329 +724%
KAS
25
Kestra Advisory Services
Texas
$10.9M +$934K +29,570 +9%