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Innovator Defined Wealth Shield ETF
BALT
BALT
73 hedge funds and large institutions have $268M invested in Innovator Defined Wealth Shield ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 24
11% more capital invested
Capital invested by funds: $241M → $268M (+$27.2M)
5% less funds holding
Funds holding: 77 → 73 (-4)
6.82% less ownership
Funds ownership: 74.63% → 67.81% (-6.8%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
5
Increased
40
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$5.17M |
| 2 |
MA
MAS Advisors
Miami,
Florida
|
-$1.68M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.44M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.34M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.25M |
