Innovator Defined Wealth Shield ETF
BALT
BALT
121 hedge funds and large institutions have $397M invested in Innovator Defined Wealth Shield ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 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: →
less capital invested
Capital invested by funds: $ → $
5.82% less ownership
Funds ownership: 68.56% → 62.75% (-5.8%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Holders
121
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$13.4M | |
| 2 | +$10.5M | |
| 3 | +$6.29M | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.82M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.17M |
Top Sellers
| 1 | -$10.2M | |
| 2 | -$10.2M | |
| 3 | -$6.5M | |
| 4 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
-$5.52M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.83M |