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.
Holders
105
Holders Change
+12
Holders Change %
+12.9%
% of All Funds
1.52%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
46
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
OCM
101
Orion Capital Management
Coronado,
California
| $7.2K | 246 | – | – |
|
|
FGAM
102
Financial Gravity Asset Management
Lakeway,
Texas
| $5.54K | 190 | +190 | New |
|
|
KFS
103
Kelly Financial Services
Braintree,
Massachusetts
| $2.75K | 94 | +94 | New |
|
|
DFA
104
DHJJ Financial Advisors
Naperville,
Illinois
| $1.17K | 40 | – | – |
|
|
CIAS
105
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.17K | 40 | – | – |
|
|
AWM
106
AE Wealth Management
Topeka,
Kansas
| – | – | -165,876 | Closed |
|
107
Jane Street
New York
| – | – | -28,774 | Closed |
|
|
WP
108
WealthPLAN Partners
Omaha,
Nebraska
| – | – | -15,198 | Closed |
|
|
IWN
109
Independent Wealth Network
Urbandale,
Iowa
| – | – | -9,439 | Closed |
|
|
FIM
110
Freedom Investment Management
Hartford,
Connecticut
| – | – | -7,845 | Closed |
|
|
PCA
111
Pallas Capital Advisors
Braintree,
Massachusetts
| – | – | -7,325 | Closed |
|
|
HIA
112
Harbor Investment Advisory
Lutherville,
Maryland
| – | – | -212 | Closed |
|
113
UBS Group
Zurich,
Switzerland
| – | – | -172 | Closed |
|