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Innovator Defined Wealth Shield ETF
BALT
BALT
94 hedge funds and large institutions have $530M invested in Innovator Defined Wealth Shield ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
62% more capital invested
Capital invested by funds: $326M → $530M (+$204M)
26% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 27
18% more funds holding
Funds holding: 80 → 94 (+14)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
14.93% more ownership
Funds ownership: 72.65% → 87.58% (+15%)
Holders
94
Holders Change
+14
Holders Change %
+17.5%
% of All Funds
1.37%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
25
Increased
34
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.09M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$5.28M |
| 3 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
-$3.9M |
| 4 |
JP Morgan Chase
New York
|
-$3.53M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.22M |
