Innovator Defined Wealth Shield ETF
BALT
BALT
219 hedge funds and large institutions have $1.21B invested in Innovator Defined Wealth Shield ETF in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 42 reducing their positions, and 10 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 capital invested
Capital invested by funds: $ → $
12% more funds holding
Funds holding: 196 → 219 (+23)
3.11% more ownership
Funds ownership: 68.89% → 72% (+3.1%)
Holders
219
Holding in Top 10
19
Calls
–
Puts
–
Top Buyers
| 1 | +$30.2M | |
| 2 | +$27.7M | |
| 3 | +$13.6M | |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$10.3M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$10.3M |
Top Sellers
| 1 | -$16.6M | |
| 2 | -$7.56M | |
| 3 | -$4.7M | |
| 4 |
AA
Armis Advisers
Atlanta,
Georgia
|
-$3.83M |
| 5 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
-$2.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VAS
226
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| – |
|
|||
|
AAP
227
Arax Advisory Partners
Denver,
Colorado
| – |
|
|||
228
Royal Bank of Canada
Toronto,
Ontario, Canada
| – |
|
|||
|
BA
229
Bellwether Advisors
Lincoln,
Nebraska
| – |
|