We are live on
!
Find out more
Innovator Defined Wealth Shield ETF
BALT
BALT
194 hedge funds and large institutions have $960M invested in Innovator Defined Wealth Shield ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 98 increasing their positions, 24 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
563% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 8
308% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 24
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
40% more capital invested
Capital invested by funds: $684M → $960M (+$275M)
26% more funds holding
Funds holding: 154 → 194 (+40)
1.21% more ownership
Funds ownership: 70.67% → 71.87% (+1.2%)
Holders
194
Holders Change
+40
Holders Change %
+25.97%
% of All Funds
2.6%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
53
Increased
98
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Jones Financial Companies
Des Peres,
Missouri
| – | -$20.3K | -645 | Closed |
|
|
OCM
202
Orion Capital Management
Coronado,
California
| – | -$2.48K | -79 | Closed |
|