Innovator Defined Wealth Shield ETF
BALT
BALT
105 hedge funds and large institutions have $408M invested in Innovator Defined Wealth Shield ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
15.88% less ownership
Funds ownership: 84.44% → 68.56% (-16%)
20% less capital invested
Capital invested by funds: $511M → $408M (-$103M)
Holders
105
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$31.9M | |
| 2 | +$11.4M | |
| 3 | +$5.21M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.29M |
| 5 |
OLVIG
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
+$3.85M |
Top Sellers
| 1 | -$82.4M | |
| 2 | -$72.8M | |
| 3 | -$31.6M | |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$5.13M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.92M |