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Innovator Defined Wealth Shield ETF
BALT
BALT
277 hedge funds and large institutions have $1.57B invested in Innovator Defined Wealth Shield ETF in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 78 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
105% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 21
62% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 78
14% more funds holding in top 10
Funds holding in top 10: 21 → 24 (+3)
6% more funds holding
Funds holding: 261 → 277 (+16)
3% more capital invested
Capital invested by funds: $1.53B → $1.57B (+$46.9M)
0.5% less ownership
Funds ownership: 71.18% → 70.68% (-0.5%)
Holders
277
Holders Change
+16
Holders Change %
+6.13%
% of All Funds
3.41%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.3%
New
43
Increased
126
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$135M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$22.2M |
| 3 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
-$12.9M |
| 4 |
Jane Street
New York
|
-$8.59M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$6.18M |