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Innovator Defined Wealth Shield ETF
BALT
BALT
123 hedge funds and large institutions have $419M invested in Innovator Defined Wealth Shield ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
173% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 11
21% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 38
16% more funds holding
Funds holding: 106 → 123 (+17)
2% less capital invested
Capital invested by funds: $427M → $419M (-$8.4M)
5.63% less ownership
Funds ownership: 71.75% → 66.12% (-5.6%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Holders
123
Holders Change
+17
Holders Change %
+16.04%
% of All Funds
1.78%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
30
Increased
46
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13.2M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$10.2M |
| 3 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$6.16M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.7M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.11M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Morgan Stanley
New York
| – | -$3.3M | -112,820 | Closed |
|
|
CBFP
127
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$952K | -32,521 | Closed |
|
|
HIC
128
Hartline Investment Corp
Winnetka,
Illinois
| – | -$527K | -18,002 | Closed |
|
129
Rockefeller Capital Management
New York
| – | -$315K | -10,750 | Closed |
|
130
Koshinski Asset Management
Decatur,
Illinois
| – | -$224K | -7,641 | Closed |
|
|
LFAS
131
Level Four Advisory Services
Dallas,
Texas
| – | -$204K | -7,156 | Closed |
|
|
QCG
132
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$7.34K | -251 | Closed |
|
|
FGAM
133
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$5.54K | -190 | Closed |
|
|
KFS
134
Kelly Financial Services
Braintree,
Massachusetts
| – | -$2.75K | -94 | Closed |
|