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Innovator Defined Wealth Shield ETF
BALT
BALT
72 hedge funds and large institutions have $218M invested in Innovator Defined Wealth Shield ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
520% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 5
59% more capital invested
Capital invested by funds: $138M → $218M (+$80.7M)
57% more funds holding
Funds holding: 46 → 72 (+26)
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
2.35% less ownership
Funds ownership: 78.11% → 75.76% (-2.4%)
Holders
72
Holders Change
+26
Holders Change %
+56.52%
% of All Funds
1.16%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
31
Increased
22
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$33.3M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$10.7M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.1M |
| 4 |
CAG
Compass Advisory Group
Melville,
New York
|
+$9.34M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$6.12M |
