Innovator Defined Wealth Shield ETF
BALT
BALT
45 hedge funds and large institutions have $121M invested in Innovator Defined Wealth Shield ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
4.74% more ownership
Funds ownership: 63.67% → 68.41% (+4.7%)
5% more funds holding
Funds holding: 43 → 45 (+2)
Holders
45
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$12.1M | |
| 2 | +$8.04M | |
| 3 | +$4.81M | |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.41M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.66M |
Top Sellers
| 1 | -$9.98M | |
| 2 | -$737K | |
| 3 | -$644K | |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$337K |
| 5 |
SCFS
S.C. Financial Services
Scottsdale,
Arizona
|
-$310K |