Innovator Defined Wealth Shield ETF
BALT
297 hedge funds and large institutions have $1.76B invested in Innovator Defined Wealth Shield ETF in 2026 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 142 increasing their positions, 80 reducing their positions, and 20 closing their positions.
115% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 20
78% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 80
17% more funds holding in top 10
Funds holding in top 10: 24 → 28 (+4)
12% more capital invested
Capital invested by funds: $1.57B → $1.76B (+$189M)
7% more funds holding
Funds holding: 278 → 297 (+19)
1.42% less ownership
Funds ownership: 70.76% → 69.34% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$53.6M |
| 2 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$15.1M |
| 3 |
PWP
Prasad Wealth Partners
Independence,
Ohio
|
+$10.3M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.92M |
| 5 |
AW
Ankerstar Wealth
Leander,
Texas
|
+$9.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$23.5M |
| 2 |
LJCM
Lee Johnson Capital Management
Fort Worth,
Texas
|
-$17.2M |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$12.8M |
| 4 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$6.65M |
| 5 |
RFA
Reyes Financial Architecture
San Diego,
California
|
-$6.05M |
BALT Hedge Fund Activity: Q2 2026 in Review
297 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Innovator Defined Wealth Shield ETF (BALT) for Q2 2026, worth a combined $1.76B — up 12% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new BALT positions and 20 closed out — a net gain of 23 holders — while 142 added to existing stakes and 80 trimmed.
The largest buyer was LPL Financial, adding an estimated $53.6M. The largest seller was Wealthquest, cutting an estimated $23.5M.
- 297 institutional investors held Innovator Defined Wealth Shield ETF (BALT) as of Q2 2026, up from 278 in Q1 2026.
- Funds reported $1.76B of Innovator Defined Wealth Shield ETF stock for Q2 2026, up 12% quarter-over-quarter.
- 43 funds opened new Innovator Defined Wealth Shield ETF positions in Q2 2026 and 20 closed out, a net change of +23 holders.
- The largest Innovator Defined Wealth Shield ETF buyer in Q2 2026 was LPL Financial, an estimated $53.6M added.
- The largest Innovator Defined Wealth Shield ETF seller in Q2 2026 was Wealthquest, an estimated $23.5M sold.
Based on aggregated 13F filings for Q2 2026.