Innovator Defined Wealth Shield ETF
BALT
44 hedge funds and large institutions have $98M invested in Innovator Defined Wealth Shield ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 4 closing their positions.
325% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 4
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
115% more capital invested
Capital invested by funds: $45.6M → $98M (+$52.4M)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
38% more funds holding
Funds holding: 32 → 44 (+12)
33.18% more ownership
Funds ownership: 43.74% → 76.92% (+33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$9.92M |
| 2 |
KCM
Karp Capital Management
Sausalito,
California
|
+$9.2M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$8.3M |
| 4 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
+$8.19M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$521K |
| 2 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$385K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$329K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$320K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$124K |
BALT Hedge Fund Activity: Q2 2022 in Review
44 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Innovator Defined Wealth Shield ETF (BALT) for Q2 2022, worth a combined $98M — up 115% from $45.6M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BALT positions and 4 closed out — a net gain of 12 holders — while 17 added to existing stakes and 4 trimmed.
The largest buyer was Arlington Capital Management, opening a new position worth an estimated $9.92M. The largest seller was Old Mission Capital, exiting entirely with an estimated $521K sold.
- 44 institutional investors held Innovator Defined Wealth Shield ETF (BALT) as of Q2 2022, up from 32 in Q1 2022.
- Funds reported $98M of Innovator Defined Wealth Shield ETF stock for Q2 2022, up 115% quarter-over-quarter.
- 16 funds opened new Innovator Defined Wealth Shield ETF positions in Q2 2022 and 4 closed out, a net change of +12 holders.
- The largest Innovator Defined Wealth Shield ETF buyer in Q2 2022 was Arlington Capital Management, an estimated $9.92M added.
- The largest Innovator Defined Wealth Shield ETF seller in Q2 2022 was Old Mission Capital, an estimated $521K sold.
Based on aggregated 13F filings for Q2 2022.