BALT icon

Innovator Defined Wealth Shield ETF
BALT

Overview Fund Activity

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.

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
64
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$51M
2
W
2
Wealthquest
Ohio
$63.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.7M
4
CWG
4
Crown Wealth Group
North Carolina
$19.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15.2M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.06M
2
MA
2
Mutual Advisors
Nebraska
$7.57M
3
PCA
3
Prosperity Capital Advisors
Ohio
$16.5M
4
RWM
4
Ritholtz Wealth Management
New York
$1.14M
5
RIA
5
Regal Investment Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VFPW
76
Vantage Financial Partners (Wisconsin)
Wisconsin
$706K 22,914 +846 +4%
BCA
77
Bay Colony Advisors
Massachusetts
$693K 22,473 +1,954 +10%
SB
78
Strategic Blueprint
Georgia
$653K 21,165 +5,085 +32%
SWA
79
Stratos Wealth Advisors
Ohio
$601K 19,490 +205 +1%
OCFG
80
O'Connor Financial Group
Illinois
$557K 18,074 +922 +5%
CPP
81
Capasso Planning Partners
South Carolina
$547K 17,742 +1,106 +7%
PHWM
82
Pine Harbor Wealth Management
Maryland
$539K 17,467 -4,588 -21%
AFP
83
Ausdal Financial Partners
Iowa
$525K 17,042 +5,067 +42%
ASN
84
Advisory Services Network
Georgia
$519K 17,268 – –
FHC
85
First Heartland Consultants
Missouri
$498K 16,164 +6,275 +63%
WAS
86
Wealth Advisory Solutions
Indiana
$449K 14,551 -102 -0.7%
OPS
87
Orion Portfolio Solutions
Nebraska
$435K 14,114 +1,511 +12%
BCI
88
Brinker Capital Investments
Pennsylvania
$435K 14,114 +1,511 +12%
HAS
89
HBW Advisory Services
California
$427K 13,841 +13,841 New
W
90
WorthPointe
California
$423K 13,736 +640 +5%
AA
91
ACT Advisors
North Carolina
$413K 13,388 +13,388 New
GFA
92
Gallagher Fiduciary Advisors
Illinois
$410K 13,297 +13,297 New
Creative Planning
93
Creative Planning
Kansas
$409K 13,267 +13,267 New
SMC
94
Smith, Moore & Co
Missouri
$395K 12,810 +932 +8%
FA
95
Fermata Advisors
California
$386K 12,526 +5,780 +86%
AWA
96
Arete Wealth Advisors
Illinois
$375K 12,150 – –
AF
97
Allworth Financial
California
$374K 12,142 +642 +6%
EMAM
98
Encompass More Asset Management
California
$349K 11,319 +3,481 +44%
CA
99
Claro Advisors
Massachusetts
$325K 10,550 +10 +0.1%
VIM
100
Vista Investment Management
Pennsylvania
$323K 10,465 -130 -1%
2 3
4
5 6