Innovator Defined Wealth Shield ETF
BALT
32 hedge funds and large institutions have $45.6M invested in Innovator Defined Wealth Shield ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
52% more funds holding
Funds holding: 21 → 32 (+11)
29% more capital invested
Capital invested by funds: $35.3M → $45.6M (+$10.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
39.8% less ownership
Funds ownership: 83.54% → 43.74% (-40%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWA
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
+$5.68M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.01M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.2M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$811K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$8.25M |
| 2 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$7.23M |
| 3 |
IIA
Integral Investment Advisors
Turlock,
California
|
-$1.19M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$490K |
| 5 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
-$118K |
BALT Hedge Fund Activity: Q1 2022 in Review
32 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Innovator Defined Wealth Shield ETF (BALT) for Q1 2022, worth a combined $45.6M — up 29% from $35.3M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BALT positions and 5 closed out — a net gain of 11 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Pillar Wealth Advisors, adding an estimated $5.68M. The largest seller was Arlington Capital Management, exiting entirely with an estimated $8.25M sold.
- 32 institutional investors held Innovator Defined Wealth Shield ETF (BALT) as of Q1 2022, up from 21 in Q4 2021.
- Funds reported $45.6M of Innovator Defined Wealth Shield ETF stock for Q1 2022, up 29% quarter-over-quarter.
- 16 funds opened new Innovator Defined Wealth Shield ETF positions in Q1 2022 and 5 closed out, a net change of +11 holders.
- The largest Innovator Defined Wealth Shield ETF buyer in Q1 2022 was Pillar Wealth Advisors, an estimated $5.68M added.
- The largest Innovator Defined Wealth Shield ETF seller in Q1 2022 was Arlington Capital Management, an estimated $8.25M sold.
Based on aggregated 13F filings for Q1 2022.