Innovator Defined Wealth Shield ETF (BALT)

Market Cap: 657M

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

6% more funds holding

Funds holding: 93 [Q4 2023] → 99 (+6) [Q1 2024]

0% more funds holding in top 10

Funds holding in top 10: 6 [Q4 2023] → 6 (+0) [Q1 2024]

19.62% less ownership

Funds ownership: 84.44% [Q4 2023] → 64.83% (-19.62%) [Q1 2024]

24% less capital invested

Capital invested by funds: $511M [Q4 2023] → $386M (-$125M) [Q1 2024]