Innovator Defined Wealth Shield ETF
BALT
154 hedge funds and large institutions have $684M invested in Innovator Defined Wealth Shield ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 7 closing their positions.
371% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 7
152% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 29
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
20% more capital invested
Capital invested by funds: $571M → $684M (+$113M)
18% more funds holding
Funds holding: 130 → 154 (+24)
0.47% more ownership
Funds ownership: 70.2% → 70.67% (+0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$31.8M |
| 2 |
CAG
Compass Advisory Group
Melville,
New York
|
+$19M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$17.1M |
| 4 |
CVA
Central Valley Advisors
Sacramento,
California
|
+$9.08M |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$6.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$46M |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$9.55M |
| 3 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$5.97M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.15M |
| 5 |
RA
RiverTree Advisors
Winter Park,
Florida
|
-$871K |
BALT Hedge Fund Activity: Q4 2024 in Review
154 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Innovator Defined Wealth Shield ETF (BALT) for Q4 2024, worth a combined $684M — up 20% from $571M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BALT positions and 7 closed out — a net gain of 26 holders — while 73 added to existing stakes and 29 trimmed.
The largest buyer was Wealthquest, adding an estimated $31.8M. The largest seller was Kingsview Wealth Management, cutting an estimated $46M.
- 154 institutional investors held Innovator Defined Wealth Shield ETF (BALT) as of Q4 2024, up from 130 in Q3 2024.
- Funds reported $684M of Innovator Defined Wealth Shield ETF stock for Q4 2024, up 20% quarter-over-quarter.
- 33 funds opened new Innovator Defined Wealth Shield ETF positions in Q4 2024 and 7 closed out, a net change of +26 holders.
- The largest Innovator Defined Wealth Shield ETF buyer in Q4 2024 was Wealthquest, an estimated $31.8M added.
- The largest Innovator Defined Wealth Shield ETF seller in Q4 2024 was Kingsview Wealth Management, an estimated $46M sold.
Based on aggregated 13F filings for Q4 2024.