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Innovator Defined Wealth Shield ETF
BALT
BALT
261 hedge funds and large institutions have $1.53B invested in Innovator Defined Wealth Shield ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 122 increasing their positions, 59 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
206% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 17
107% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 59
22% more capital invested
Capital invested by funds: $1.25B → $1.53B (+$275M)
15% more funds holding
Funds holding: 226 → 261 (+35)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
3.07% less ownership
Funds ownership: 74.25% → 71.18% (-3.1%)
Holders
261
Holders Change
+35
Holders Change %
+15.49%
% of All Funds
3.17%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.26%
New
52
Increased
122
Reduced
59
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$133M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$22.9M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.35M |
| 4 |
Jane Street
New York
|
+$8.47M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$7.69M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.5M |
| 2 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
-$23.2M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
-$9.4M |
| 4 |
PWA
Prairie Wealth Advisors
Omaha,
Nebraska
|
-$6.57M |
| 5 |
4WM
4J Wealth Management
Alexandria,
Virginia
|
-$4.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
276
Principal Securities
Des Moines,
Iowa
| – | -$191K | -5,827 | Closed |
|
|
GWM
277
Geneos Wealth Management
Englewood,
Colorado
| – | -$90.4K | -2,754 | Closed |
|
|
MAM
278
MMA Asset Management
Conshohocken,
Pennsylvania
| – | -$15.5K | -472 | Closed |
|
279
AssetMark Inc
Concord,
California
| – | -$15.1K | -459 | Closed |
|