Innovator Defined Wealth Shield ETF
BALT
BALT
72 hedge funds and large institutions have $250M 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, 23 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
less ownership
Funds ownership: →
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Holders
72
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$4.24M | |
| 2 | +$3.76M | |
| 3 | +$2.96M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.58M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.97M |
Top Sellers
| 1 | -$5.24M | |
| 2 | -$1.68M | |
| 3 | -$1.46M | |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.36M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.27M |