Innovator Defined Wealth Shield ETF
BALT
BALT
76 hedge funds and large institutions have $223M invested in Innovator Defined Wealth Shield ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 10 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 capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0.41% less ownership
Funds ownership: 69.77% → 69.36% (-0.41%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Holders
76
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$10.9M | |
| 2 | +$8.15M | |
| 3 | +$6.11M | |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$4.57M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$3.91M |
Top Sellers
| 1 | -$13.4M | |
| 2 | -$8.93M | |
| 3 | -$997K | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$968K |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$773K |