Innovator Defined Wealth Shield ETF
BALT
BALT
43 hedge funds and large institutions have $81.1M invested in Innovator Defined Wealth Shield ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 4 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: $ → $
39% more funds holding
Funds holding: 31 → 43 (+12)
28.23% more ownership
Funds ownership: 35.44% → 63.67% (+28%)
Holders
43
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$9.98M | |
| 2 | +$9.26M | |
| 3 | +$8.39M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.82M |
| 5 |
PWA
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
+$3.48M |
Top Sellers
| 1 | -$521K | |
| 2 | -$385K | |
| 3 | -$329K | |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$320K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$124K |