Innovator Defined Wealth Shield ETF
BALT
199 hedge funds and large institutions have $1.06B invested in Innovator Defined Wealth Shield ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 51 reducing their positions, and 20 closing their positions.
94% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 51
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
10% more capital invested
Capital invested by funds: $960M → $1.06B (+$101M)
3% more funds holding
Funds holding: 194 → 199 (+5)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
0.67% less ownership
Funds ownership: 71.87% → 71.2% (-0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$18.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.7M |
| 3 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$11.6M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$11.4M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$17.6M |
| 2 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$14.8M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
-$9.15M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$5.19M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$4.74M |
BALT Hedge Fund Activity: Q2 2025 in Review
199 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Innovator Defined Wealth Shield ETF (BALT) for Q2 2025, worth a combined $1.06B — up 10% from $960M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BALT positions and 20 closed out — a net gain of 7 holders — while 99 added to existing stakes and 51 trimmed.
The largest buyer was Clear Creek Financial Management, adding an estimated $18.2M. The largest seller was Gradient Investments, exiting entirely with an estimated $17.6M sold.
- 199 institutional investors held Innovator Defined Wealth Shield ETF (BALT) as of Q2 2025, up from 194 in Q1 2025.
- Funds reported $1.06B of Innovator Defined Wealth Shield ETF stock for Q2 2025, up 10% quarter-over-quarter.
- 27 funds opened new Innovator Defined Wealth Shield ETF positions in Q2 2025 and 20 closed out, a net change of +7 holders.
- The largest Innovator Defined Wealth Shield ETF buyer in Q2 2025 was Clear Creek Financial Management, an estimated $18.2M added.
- The largest Innovator Defined Wealth Shield ETF seller in Q2 2025 was Gradient Investments, an estimated $17.6M sold.
Based on aggregated 13F filings for Q2 2025.