Innovator Defined Wealth Shield ETF
BALT
BALT
71 hedge funds and large institutions have $201M 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, 15 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
1.36% more ownership
Funds ownership: 68.41% → 69.77% (+1.4%)
Holders
71
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$33.7M | |
| 2 | +$10.8M | |
| 3 | +$10.3M | |
| 4 |
CAG
Compass Advisory Group
Melville,
New York
|
+$9.52M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$6.29M |
Top Sellers
| 1 | -$5.03M | |
| 2 | -$2.3M | |
| 3 | -$1.51M | |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$830K |
| 5 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
-$825K |