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Innovator US Equity Buffer ETF April
BAPR

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.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

9.78% more ownership

Funds ownership: 55.19% → 64.97% (+9.8%)

7% more capital invested

Capital invested by funds: $70.4M → $75.5M (+$5.19M)

4% more funds holding

Funds holding: 51 → 53 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

75% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 20

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
Wealthquest
Ohio
+$1.59M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$448K
3
SB
Strategic Blueprint
Georgia
+$319K
4
Citadel Advisors
Citadel Advisors
Florida
+$311K
5
Morgan Stanley
Morgan Stanley
New York
+$10.8K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$645K
3
Osaic Holdings
Osaic Holdings
Arizona
-$387K
4
SMC
Smith, Moore & Co
Missouri
-$329K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$324K
Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
26
Southland Equity Partners
Missouri
$626K – – –
KAS
27
Kestra Advisory Services
Texas
$508K -$281K -8,556 -36%
SWM
28
Sugarloaf Wealth Management
Georgia
$501K – – –
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$456K +$448K +13,670 New
BFA
30
Beacon Financial Advisory
Ohio
$432K – – –
BWM
31
BCS Wealth Management
Tennessee
$380K +$10.2K +312 +3%
FEG
32
Financial Enhancement Group
Indiana
$373K -$1.44K -44 -0.4%
AAP
33
Arax Advisory Partners
Colorado
$365K -$8.4K -256 -2%
AAS
34
Avantax Advisory Services
Texas
$339K – – –
Citadel Advisors
35
Citadel Advisors
Florida
$317K +$311K +9,486 New
MML Investors Services
36
MML Investors Services
Massachusetts
$299K -$6.66K -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 +$192K +5,856 New
NFG
41
Next Financial Group
Texas
$148K -$131 -4 -0.1%
OCM
42
Orion Capital Management
California
$147K – – –
CA
43
CoreCap Advisors
Michigan
$87K +$85.3K +2,601 New
UBS Group
44
UBS Group
Switzerland
$52K +$525 +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 +$10.8K +328 New
1
2
3

BAPR Hedge Fund Activity: Q4 2021 in Review

53 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF April (BAPR) for Q4 2021, worth a combined $75.5M — up 7.4% from $70.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BAPR positions and 7 closed out — a net gain of 2 holders — while 5 added to existing stakes and 20 trimmed.

The largest buyer was Wealthquest, adding an estimated $1.59M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.8M sold.

  • 53 institutional investors held Innovator US Equity Buffer ETF April (BAPR) as of Q4 2021, up from 51 in Q3 2021.
  • Funds reported $75.5M of Innovator US Equity Buffer ETF April stock for Q4 2021, up 7.4% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Buffer ETF April positions in Q4 2021 and 7 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Buffer ETF April buyer in Q4 2021 was Wealthquest, an estimated $1.59M added.
  • The largest Innovator US Equity Buffer ETF April seller in Q4 2021 was Susquehanna International Group, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2021.