Innovator Defined Wealth Shield ETF
BALT
BALT
152 hedge funds and large institutions have $659M invested in Innovator Defined Wealth Shield ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 29 reducing their positions, and 7 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 in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
19% more funds holding
Funds holding: 128 → 152 (+24)
0.8% more ownership
Funds ownership: 67.31% → 68.1% (+0.8%)
Holders
152
Holding in Top 10
9
Calls
–
Puts
–
Top Buyers
| 1 | +$32.1M | |
| 2 | +$19.1M | |
| 3 | +$17.2M | |
| 4 |
CVA
Central Valley Advisors
Sacramento,
California
|
+$9.16M |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$6.11M |
Top Sellers
| 1 | -$46.4M | |
| 2 | -$9.55M | |
| 3 | -$6.02M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.18M |
| 5 |
RA
RiverTree Advisors
Winter Park,
Florida
|
-$878K |