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Innovator US Equity Buffer ETF April
BAPR

65 hedge funds and large institutions have $78.6M invested in Innovator US Equity Buffer ETF April in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

11.64% more ownership

Funds ownership: 60.79% → 72.43% (+12%)

10% more capital invested

Capital invested by funds: $71.6M → $78.6M (+$7M)

8% more funds holding

Funds holding: 60 → 65 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
14
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$6.08M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.98M
3
W
Wealthquest
Ohio
+$2.06M
4
MPCL
My Personal CFO LLC
Washington
+$1.08M
5
CF
Centaurus Financial
California
+$885K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$942K
2
Citadel Advisors
Citadel Advisors
Florida
-$565K
3
Wolverine Trading
Wolverine Trading
Illinois
-$450K
4
CA
Calton & Associates
Florida
-$283K
5
BWM
BCGM Wealth Management
Indiana
-$234K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
26
Bedel Financial Consulting
Indiana
$665K -$17.6K -546 -3%
MHS
27
M Holdings Securities
Oregon
$632K – – –
CAN
28
Cetera Advisor Networks
California
$631K -$156K -4,825 -20%
W
29
WPWealth
Texas
$608K +$585K +18,119 New
MML Investors Services
30
MML Investors Services
Massachusetts
$600K +$66.8K +2,070 +13%
SWA
31
Stratos Wealth Advisors
Ohio
$558K – – –
SFA
32
Sequoia Financial Advisors
Ohio
$545K +$524K +16,225 New
SWM
33
Sugarloaf Wealth Management
Georgia
$523K +$19.3K +598 +4%
KAS
34
Kestra Advisory Services
Texas
$502K – – –
AAP
35
Arax Advisory Partners
Colorado
$420K +$21.2K +657 +6%
CA
36
Cetera Advisors
Colorado
$419K +$57.8K +1,792 +17%
HI
37
Harbour Investments
Wisconsin
$414K – – –
AAS
38
Avantax Advisory Services
Texas
$406K -$1.77K -55 -0.5%
SWP
39
Summit Wealth Partners
Florida
$382K +$94.4K +2,926 +35%
FCFC
40
First Commonwealth Financial Corp
Pennsylvania
$381K – – –
BCM
41
Beck Capital Management
Texas
$357K -$112K -3,463 -25%
ASN
42
Advisory Services Network
Georgia
$326K +$37.3K +1,157 +14%
SWM
43
Spire Wealth Management
Virginia
$309K +$297K +9,200 New
ICG
44
InterOcean Capital Group
Tennessee
$299K – – –
Citadel Advisors
45
Citadel Advisors
Florida
$296K -$565K -17,516 -67%
BPA
46
Beacon Pointe Advisors
California
$293K +$282K +8,728 New
OWA
47
Outlook Wealth Advisors
Texas
$275K – – –
KWM
48
KFG Wealth Management
Indiana
$238K +$258 +8 +0.1%
Cerity Partners
49
Cerity Partners
New York
$235K – – –
BWM
50
BCGM Wealth Management
Indiana
$235K -$234K -7,250 -51%
1
2
3

BAPR Hedge Fund Activity: Q1 2023 in Review

65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF April (BAPR) for Q1 2023, worth a combined $78.6M — up 9.8% from $71.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BAPR positions and 6 closed out — a net gain of 6 holders — while 14 added to existing stakes and 22 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $6.08M. The largest seller was Osaic Holdings, cutting an estimated $942K.

  • 65 institutional investors held Innovator US Equity Buffer ETF April (BAPR) as of Q1 2023, up from 60 in Q4 2022.
  • Funds reported $78.6M of Innovator US Equity Buffer ETF April stock for Q1 2023, up 9.8% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Buffer ETF April positions in Q1 2023 and 6 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Buffer ETF April buyer in Q1 2023 was Brookstone Capital Management, an estimated $6.08M added.
  • The largest Innovator US Equity Buffer ETF April seller in Q1 2023 was Osaic Holdings, an estimated $942K sold.

Based on aggregated 13F filings for Q1 2023.