Innovator Defined Wealth Shield ETF
BALT
278 hedge funds and large institutions have $1.57B invested in Innovator Defined Wealth Shield ETF in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 79 reducing their positions, and 21 closing their positions.
105% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 21
59% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 79
14% more funds holding in top 10
Funds holding in top 10: 21 → 24 (+3)
7% more funds holding
Funds holding: 261 → 278 (+17)
3% more capital invested
Capital invested by funds: $1.53B → $1.57B (+$48.7M)
0.42% less ownership
Funds ownership: 71.18% → 70.76% (-0.42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$29.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.9M |
| 3 |
LJCM
Lee Johnson Capital Management
Fort Worth,
Texas
|
+$19.5M |
| 4 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$18.5M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$135M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$22.2M |
| 3 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
-$12.9M |
| 4 |
Jane Street
New York
|
-$8.59M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$6.18M |
BALT Hedge Fund Activity: Q1 2026 in Review
278 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Innovator Defined Wealth Shield ETF (BALT) for Q1 2026, worth a combined $1.57B — up 3.2% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new BALT positions and 21 closed out — a net gain of 22 holders — while 126 added to existing stakes and 79 trimmed.
The largest buyer was Wealthquest, adding an estimated $29.3M. The largest seller was JP Morgan Chase, cutting an estimated $135M.
- 278 institutional investors held Innovator Defined Wealth Shield ETF (BALT) as of Q1 2026, up from 261 in Q4 2025.
- Funds reported $1.57B of Innovator Defined Wealth Shield ETF stock for Q1 2026, up 3.2% quarter-over-quarter.
- 43 funds opened new Innovator Defined Wealth Shield ETF positions in Q1 2026 and 21 closed out, a net change of +22 holders.
- The largest Innovator Defined Wealth Shield ETF buyer in Q1 2026 was Wealthquest, an estimated $29.3M added.
- The largest Innovator Defined Wealth Shield ETF seller in Q1 2026 was JP Morgan Chase, an estimated $135M sold.
Based on aggregated 13F filings for Q1 2026.