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Innovator US Equity Buffer ETF April
BAPR

Overview Fund Activity

53 hedge funds and large institutions have $75.5M invested in Innovator US Equity Buffer ETF April in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
5
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthquest
Ohio
$16.4M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$456K
3
SB
3
Strategic Blueprint
Georgia
$1.27M
4
Citadel Advisors
4
Citadel Advisors
Florida
$317K
5
Morgan Stanley
5
Morgan Stanley
New York
$11K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.53M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.27M
4
SMC
4
Smith, Moore & Co
Missouri
$960K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
26
Southland Equity Partners
Missouri
$626K – – –
KAS
27
Kestra Advisory Services
Texas
$508K -$286K -8,556 -36%
SWM
28
Sugarloaf Wealth Management
Georgia
$501K – – –
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$456K +$456K +13,670 New
BFA
30
Beacon Financial Advisory
Ohio
$432K – – –
BWM
31
BCS Wealth Management
Tennessee
$380K +$10.4K +312 +3%
FEG
32
Financial Enhancement Group
Indiana
$373K -$1.47K -44 -0.4%
AAP
33
Arax Advisory Partners
Colorado
$365K -$8.56K -256 -2%
AAS
34
Avantax Advisory Services
Texas
$339K – – –
Citadel Advisors
35
Citadel Advisors
Florida
$317K +$317K +9,486 New
MML Investors Services
36
MML Investors Services
Massachusetts
$299K -$6.77K -203 -2%
KCM
37
Karp Capital Management
California
$253K – – –
ASN
38
Advisory Services Network
Georgia
$243K – – –
APW
39
Aurora Private Wealth
New Jersey
$221K – – –
IF
40
Integrity Financial
Wyoming
$195K +$195K +5,856 New
NFG
41
Next Financial Group
Texas
$148K -$133 -4 -0.1%
OCM
42
Orion Capital Management
California
$147K – – –
CA
43
CoreCap Advisors
Michigan
$87K +$87K +2,601 New
UBS Group
44
UBS Group
Switzerland
$52K +$539 +16 +1%
CFD
45
Creative Financial Designs
Indiana
$50K – – –
AP
46
Atwood & Palmer
Missouri
$31K – – –
BFEC
47
Benjamin F. Edwards & Company
Missouri
$28K – – –
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$28K – – –
CCM
49
Covington Capital Management
California
$25K – – –
Morgan Stanley
50
Morgan Stanley
New York
$11K +$11K +328 New
1
2
3