Innovator Defined Wealth Shield ETF
BALT
BALT
79 hedge funds and large institutions have $308M invested in Innovator Defined Wealth Shield ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
10% more funds holding
Funds holding: 72 → 79 (+7)
5.29% more ownership
Funds ownership: 63.32% → 68.61% (+5.3%)
Holders
79
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$23.1M | |
| 2 | +$5.71M | |
| 3 | +$5.51M | |
| 4 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
+$5.25M |
| 5 |
JPMorgan Chase & Co
New York
|
+$3.47M |
Top Sellers
| 1 | -$3.65M | |
| 2 | -$2.59M | |
| 3 | -$2.07M | |
| 4 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$1.24M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$721K |