Innovator Defined Wealth Shield ETF
BALT
11 hedge funds and large institutions have $4.67M invested in Innovator Defined Wealth Shield ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
47.67% more ownership
Funds ownership: 0% → 47.67% (+48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$1.64M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$392K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$341K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$280K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Arlington Capital Management
Arlington Heights,
Illinois
| $1.64M | +$1.64M | +63,599 | New |
|
|
KAS
2
Kestra Advisory Services
Austin,
Texas
| $1.21M | +$1.21M | +46,806 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $392K | +$392K | +15,192 | New |
|
|
KWM
4
Kingsview Wealth Management
Grants Pass,
Oregon
| $341K | +$341K | +13,227 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $280K | +$280K | +10,854 | New |
|
|
JIC
6
Johnson Investment Counsel
Cincinnati,
Ohio
| $255K | +$254K | +9,871 | New |
|
7
HighTower Advisors
Chicago,
Illinois
| $200K | +$200K | +7,778 | New |
|
|
BA
8
Bellwether Advisors
Lincoln,
Nebraska
| $168K | +$168K | +6,525 | New |
|
|
CAL
9
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $96K | +$95.4K | +3,701 | New |
|
10
UBS Group
Zurich,
Switzerland
| $74K | +$74.2K | +2,880 | New |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $18K | +$18K | +700 | New |
|
BALT Hedge Fund Activity: Q3 2021 in Review
11 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Innovator Defined Wealth Shield ETF (BALT) for Q3 2021, worth a combined $4.67M.
Buyers outnumbered sellers: 11 funds opened new BALT positions and 0 closed out — a net gain of 11 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Arlington Capital Management, opening a new position worth an estimated $1.64M.
- 11 institutional investors held Innovator Defined Wealth Shield ETF (BALT) as of Q3 2021, up from 0 in Q2 2021.
- Funds reported $4.67M of Innovator Defined Wealth Shield ETF stock for Q3 2021.
- 11 funds opened new Innovator Defined Wealth Shield ETF positions in Q3 2021 and 0 closed out, a net change of +11 holders.
- The largest Innovator Defined Wealth Shield ETF buyer in Q3 2021 was Arlington Capital Management, an estimated $1.64M added.
Based on aggregated 13F filings for Q3 2021.