Innovator Defined Wealth Shield ETF
BALT
BALT
275 hedge funds and large institutions have $1.5B invested in Innovator Defined Wealth Shield ETF in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 124 increasing their positions, 77 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
0% more capital invested
Capital invested by funds: $1.5B → $1.5B (+$837K)
2.54% less ownership
Funds ownership: 69.96% → 67.42% (-2.5%)
Holders
275
Holding in Top 10
23
Calls
–
Puts
–
Top Buyers
| 1 | +$27.9M | |
| 2 | +$19.5M | |
| 3 | +$18.5M | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$18.3M |
| 5 |
PWM
PTM Wealth Management
North Wales,
United States
|
+$14.3M |
Top Sellers
| 1 | -$135M | |
| 2 | -$22.2M | |
| 3 | -$20.1M | |
| 4 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
-$12.9M |
| 5 |
Jane Street
New York
|
-$8.59M |
