Innovator Defined Wealth Shield ETF
BALT
BALT
128 hedge funds and large institutions have $548M invested in Innovator Defined Wealth Shield ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 13 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: →
4.56% more ownership
Funds ownership: 62.75% → 67.31% (+4.6%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Holders
128
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$44.3M | |
| 2 | +$21.2M | |
| 3 | +$14.1M | |
| 4 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
+$10.6M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.95M |
Top Sellers
| 1 | -$3.43M | |
| 2 | -$3.17M | |
| 3 | -$2.31M | |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
-$1.34M |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$920K |