Innovator Defined Wealth Shield ETF
BALT
BALT
197 hedge funds and large institutions have $1.03B invested in Innovator Defined Wealth Shield ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 50 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
0.46% less ownership
Funds ownership: 69.39% → 68.93% (-0.46%)
Holders
197
Holding in Top 10
14
Calls
–
Puts
–
Top Buyers
| 1 | +$18.2M | |
| 2 | +$16.7M | |
| 3 | +$11.6M | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$11.4M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.95M |
Top Sellers
| 1 | -$17.6M | |
| 2 | -$14.8M | |
| 3 | -$9.15M | |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$5.19M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$4.74M |