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Innovator US Equity Buffer ETF April
BAPR

88 hedge funds and large institutions have $105M invested in Innovator US Equity Buffer ETF April in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

10% more funds holding

Funds holding: 80 → 88 (+8)

7% more capital invested

Capital invested by funds: $97.8M → $105M (+$7.31M)

6.56% more ownership

Funds ownership: 61.64% → 68.2% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
15
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$2.32M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.79M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.47M
4
Cerity Partners
Cerity Partners
New York
+$1.37M
5
KAS
Kestra Advisory Services
Texas
+$620K

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.93M
2
OMC
Old Mission Capital
Illinois
-$1.17M
3
Osaic Holdings
Osaic Holdings
Arizona
-$979K
4
SAG
SageView Advisory Group
California
-$701K
5
HighTower Advisors
HighTower Advisors
Illinois
-$571K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.03M -$19.6K -500 -2%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$938K – – –
BMM
28
Berkshire Money Management
Massachusetts
$865K – – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$852K -$220K -5,610 -21%
BFC
30
Bedel Financial Consulting
Indiana
$793K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$793K -$51.2K -1,305 -6%
DFA
32
DHJJ Financial Advisors
Illinois
$776K -$463K -11,806 -38%
CA
33
Cetera Advisors
Colorado
$770K -$412K -10,490 -35%
MHS
34
M Holdings Securities
Oregon
$754K – – –
CAN
35
Cetera Advisor Networks
California
$740K +$33.7K +858 +5%
SWA
36
Stratos Wealth Advisors
Ohio
$670K +$3.85K +98 +0.6%
XF
37
XML Financial
Maryland
$656K – – –
SWM
38
Sugarloaf Wealth Management
Georgia
$625K – – –
W
39
WPWealth
Texas
$565K – – –
TC
40
TownSquare Capital
Utah
$542K -$530K -13,511 -50%
CG
41
Castellan Group
Kentucky
$537K +$526K +13,400 New
HI
42
Harbour Investments
Wisconsin
$536K – – –
RA
43
RFG Advisory
Alabama
$503K +$493K +12,564 New
CCAL
44
City Center Advisors LLC
Michigan
$491K +$481K +12,254 New
SPC
45
Sigma Planning Corp
Michigan
$488K +$174K +4,444 +57%
BPA
46
Beacon Pointe Advisors
California
$487K -$4K -102 -0.8%
AAP
47
Arax Advisory Partners
Colorado
$441K -$13K -332 -3%
ASN
48
Advisory Services Network
Georgia
$392K – – –
TWM
49
Tradition Wealth Management
Minnesota
$392K +$384K +9,798 New
ICG
50
InterOcean Capital Group
Tennessee
$354K – – –
1
2
3 4

BAPR Hedge Fund Activity: Q1 2024 in Review

88 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF April (BAPR) for Q1 2024, worth a combined $105M — up 7.5% from $97.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BAPR positions and 6 closed out — a net gain of 8 holders — while 15 added to existing stakes and 30 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $2.32M. The largest seller was Janney Montgomery Scott, cutting an estimated $1.93M.

  • 88 institutional investors held Innovator US Equity Buffer ETF April (BAPR) as of Q1 2024, up from 80 in Q4 2023.
  • Funds reported $105M of Innovator US Equity Buffer ETF April stock for Q1 2024, up 7.5% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Buffer ETF April positions in Q1 2024 and 6 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Buffer ETF April buyer in Q1 2024 was Penserra Capital Management, an estimated $2.32M added.
  • The largest Innovator US Equity Buffer ETF April seller in Q1 2024 was Janney Montgomery Scott, an estimated $1.93M sold.

Based on aggregated 13F filings for Q1 2024.