Innovator Defined Wealth Shield ETF
BALT
21 hedge funds and large institutions have $35.3M invested in Innovator Defined Wealth Shield ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, reducing their positions, and 2 closing their positions.
6,553% more capital inflows, than outflows
Capital inflows: $31M | Capital outflows: $466K
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
91% more funds holding
Funds holding: 11 → 21 (+10)
29.29% more ownership
Funds ownership: 4.49% → 33.79% (+29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$7.21M |
| 2 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$6.58M |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$4.15M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$876K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$686K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$392K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$74K |
BALT Hedge Fund Activity: Q4 2021 in Review
21 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in Innovator Defined Wealth Shield ETF (BALT) for Q4 2021, worth a combined $35.3M — up 655% from $4.67M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BALT positions and 2 closed out — a net gain of 10 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Bouchey Financial Group, opening a new position worth an estimated $7.21M. The largest seller was Citadel Advisors, exiting entirely with an estimated $392K sold.
- 21 institutional investors held Innovator Defined Wealth Shield ETF (BALT) as of Q4 2021, up from 11 in Q3 2021.
- Funds reported $35.3M of Innovator Defined Wealth Shield ETF stock for Q4 2021, up 655% quarter-over-quarter.
- 12 funds opened new Innovator Defined Wealth Shield ETF positions in Q4 2021 and 2 closed out, a net change of +10 holders.
- The largest Innovator Defined Wealth Shield ETF buyer in Q4 2021 was Bouchey Financial Group, an estimated $7.21M added.
- The largest Innovator Defined Wealth Shield ETF seller in Q4 2021 was Citadel Advisors, an estimated $392K sold.
Based on aggregated 13F filings for Q4 2021.