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Innovator US Equity Buffer ETF April
BAPR

84 hedge funds and large institutions have $123M invested in Innovator US Equity Buffer ETF April in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more capital invested

Capital invested by funds: $78.6M → $123M (+$44M)

29% more funds holding

Funds holding: 65 → 84 (+19)

5% less ownership

Funds ownership: 72.43% → 67.44% (-5%)

Holders
84
Holders Change
+19
Holders Change %
+29.23%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
31
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RiverTree Advisors
Florida
+$7.41M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.09M
3
W
Wealthquest
Ohio
+$3.17M
4
IIA
Integral Investment Advisors
California
+$1.25M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$980K

Top Sellers

1
MHS
M Holdings Securities
Oregon
-$632K
2
FCFC
First Commonwealth Financial Corp
Pennsylvania
-$381K
3
Osaic Holdings
Osaic Holdings
Arizona
-$375K
4
Cerity Partners
Cerity Partners
New York
-$235K
5
XF
XML Financial
Maryland
-$173K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$1.02M +$657K +19,201 +209%
CA
27
Cetera Advisors
Colorado
$1.01M +$541K +15,827 +127%
CAN
28
Cetera Advisor Networks
California
$971K +$285K +8,322 +44%
KAS
29
Kestra Advisory Services
Texas
$898K +$347K +10,137 +68%
AGA
30
Accuvest Global Advisors
Utah
$873K +$835K +24,403 New
BA
31
Bellwether Advisors
Nebraska
$873K -$147K -4,305 -15%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$838K +$801K +23,425 New
BMM
33
Berkshire Money Management
Massachusetts
$773K – – –
MML Investors Services
34
MML Investors Services
Massachusetts
$739K +$94.5K +2,764 +15%
BFC
35
Bedel Financial Consulting
Indiana
$709K – – –
BWM
36
BCS Wealth Management
Tennessee
$694K -$68.2K -1,995 -9%
W
37
WPWealth
Texas
$648K – – –
SAG
38
SageView Advisory Group
California
$643K +$614K +17,969 New
SWA
39
Stratos Wealth Advisors
Ohio
$595K – – –
XF
40
XML Financial
Maryland
$586K -$173K -5,059 -24%
SFA
41
Sequoia Financial Advisors
Ohio
$581K – – –
SWM
42
Sugarloaf Wealth Management
Georgia
$558K – – –
SPC
43
Sigma Planning Corp
Michigan
$516K +$278K +8,123 +129%
AAS
44
Avantax Advisory Services
Texas
$448K +$14.4K +420 +3%
HI
45
Harbour Investments
Wisconsin
$441K – – –
AAP
46
Arax Advisory Partners
Colorado
$428K -$19K -556 -4%
CA
47
CoreCap Advisors
Michigan
$421K +$403K +11,775 New
SWP
48
Summit Wealth Partners
Florida
$407K – – –
BPA
49
Beacon Pointe Advisors
California
$404K +$88K +2,572 +29%
SFG
50
Steward Financial Group
Texas
$383K +$367K +10,721 New
1
2
3 4

BAPR Hedge Fund Activity: Q2 2023 in Review

84 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF April (BAPR) for Q2 2023, worth a combined $123M — up 56% from $78.6M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BAPR positions and 5 closed out — a net gain of 19 holders — while 31 added to existing stakes and 14 trimmed.

The largest buyer was RiverTree Advisors, opening a new position worth an estimated $7.41M. The largest seller was M Holdings Securities, exiting entirely with an estimated $632K sold.

  • 84 institutional investors held Innovator US Equity Buffer ETF April (BAPR) as of Q2 2023, up from 65 in Q1 2023.
  • Funds reported $123M of Innovator US Equity Buffer ETF April stock for Q2 2023, up 56% quarter-over-quarter.
  • 24 funds opened new Innovator US Equity Buffer ETF April positions in Q2 2023 and 5 closed out, a net change of +19 holders.
  • The largest Innovator US Equity Buffer ETF April buyer in Q2 2023 was RiverTree Advisors, an estimated $7.41M added.
  • The largest Innovator US Equity Buffer ETF April seller in Q2 2023 was M Holdings Securities, an estimated $632K sold.

Based on aggregated 13F filings for Q2 2023.