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Innovator Defined Wealth Shield ETF
BALT
BALT
226 hedge funds and large institutions have $1.25B invested in Innovator Defined Wealth Shield ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 116 increasing their positions, 44 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
310% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 10
164% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 44
33% more funds holding in top 10
Funds holding in top 10: 15 → 20 (+5)
18% more capital invested
Capital invested by funds: $1.06B → $1.25B (+$191M)
14% more funds holding
Funds holding: 199 → 226 (+27)
3.05% more ownership
Funds ownership: 71.2% → 74.25% (+3%)
Holders
226
Holders Change
+27
Holders Change %
+13.57%
% of All Funds
2.97%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
41
Increased
116
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$16.4M |
| 2 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
-$7.56M |
| 3 |
CWAF
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
-$4.65M |
| 4 |
AA
Armis Advisers
Atlanta,
Georgia
|
-$3.83M |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
-$3.81M |
