Innovator Defined Wealth Shield ETF
BALT
130 hedge funds and large institutions have $571M invested in Innovator Defined Wealth Shield ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 28 reducing their positions, and 13 closing their positions.
136% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 28
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
36% more capital invested
Capital invested by funds: $419M → $571M (+$152M)
6% more funds holding
Funds holding: 123 → 130 (+7)
4.08% more ownership
Funds ownership: 66.12% → 70.2% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$43.6M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$20.9M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$13.9M |
| 4 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
+$10.5M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.38M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$3.11M |
| 3 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
-$2.27M |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
-$1.32M |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$920K |
BALT Hedge Fund Activity: Q3 2024 in Review
130 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Innovator Defined Wealth Shield ETF (BALT) for Q3 2024, worth a combined $571M — up 36% from $419M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BALT positions and 13 closed out — a net gain of 8 holders — while 66 added to existing stakes and 28 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $43.6M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.38M.
- 130 institutional investors held Innovator Defined Wealth Shield ETF (BALT) as of Q3 2024, up from 123 in Q2 2024.
- Funds reported $571M of Innovator Defined Wealth Shield ETF stock for Q3 2024, up 36% quarter-over-quarter.
- 21 funds opened new Innovator Defined Wealth Shield ETF positions in Q3 2024 and 13 closed out, a net change of +8 holders.
- The largest Innovator Defined Wealth Shield ETF buyer in Q3 2024 was Kingsview Wealth Management, an estimated $43.6M added.
- The largest Innovator Defined Wealth Shield ETF seller in Q3 2024 was Cambridge Investment Research Advisors, an estimated $3.38M sold.
Based on aggregated 13F filings for Q3 2024.