We are live on ! Find out more
BAPR icon

Innovator US Equity Buffer ETF April

104 hedge funds and large institutions have $190M invested in Innovator US Equity Buffer ETF April in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 17 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

153% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more capital invested

Capital invested by funds: $105M → $190M (+$84.4M)

18% more funds holding

Funds holding: 88104 (+16)

2.69% less ownership

Funds ownership: 68.2%65.52% (-2.7%)

Holders
104
Holders Change
+16
Holders Change %
+18.18%
% of All Funds
1.5%
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
43
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Capital Wealth Management
Rhode Island
$1.8M +$1.74M +43,311 New
MI
27
Motiv8 Investments
Florida
$1.61M +$109K +2,716 +8%
SCA
28
Snowden Capital Advisors
New York
$1.5M +$1.2M +29,860 +480%
SEP
29
Southland Equity Partners
Missouri
$1.45M -$3.73K -93 -0.3%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.35M +$512K +12,761 +64%
SWM
31
Spire Wealth Management
Virginia
$1.26M +$80.5K +2,005 +7%
TWM
32
Tradition Wealth Management
Minnesota
$1.21M +$773K +19,259 +197%
RJA
33
Raymond James & Associates
Florida
$1.07M +$1.12K +28 +0.1%
CPA
34
Clear Point Advisors
New York
$1.06M -$16.1K -400 -2%
SPIA
35
Steward Partners Investment Advisory
New York
$1.06M +$803K +19,998 +363%
DFA
36
DHJJ Financial Advisors
Illinois
$961K +$152K +3,774 +19%
OWA
37
Outlook Wealth Advisors
Texas
$951K +$3.63M +90,418 +1,102%
BPA
38
Beacon Pointe Advisors
California
$949K +$430K +10,717 +88%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$935K -$176K -4,394 -16%
BMM
40
Berkshire Money Management
Massachusetts
$887K -$9.24K -230 -1%
DWP
41
Daymark Wealth Partners
Ohio
$881K +$853K +21,231 New
RA
42
RFG Advisory
Alabama
$837K +$305K +7,606 +61%
BFC
43
Bedel Financial Consulting
Indiana
$795K -$26.3K -655 -3%
MHS
44
M Holdings Securities
Oregon
$781K
SPC
45
Sigma Planning Corp
Michigan
$768K +$254K +6,334 +52%
CA
46
CoreCap Advisors
Michigan
$739K -$414K -10,304 -37%
SWA
47
Stratos Wealth Advisors
Ohio
$727K +$31.7K +790 +5%
XF
48
XML Financial
Maryland
$676K -$3.41K -85 -0.5%
SWM
49
Sugarloaf Wealth Management
Georgia
$647K
FA
50
FSA Advisors
Michigan
$635K +$269K +6,697 +78%

BAPR Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF April (BAPR) for Q2 2024, worth a combined $190M — up 80% from $105M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BAPR positions and 5 closed out — a net gain of 19 holders — while 43 added to existing stakes and 17 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $14.9M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $2.17M sold.

  • 104 institutional investors held Innovator US Equity Buffer ETF April (BAPR) as of Q2 2024, up from 88 in Q1 2024.
  • Funds reported $190M of Innovator US Equity Buffer ETF April stock for Q2 2024, up 80% quarter-over-quarter.
  • 24 funds opened new Innovator US Equity Buffer ETF April positions in Q2 2024 and 5 closed out, a net change of +19 holders.
  • The largest Innovator US Equity Buffer ETF April buyer in Q2 2024 was Brookstone Capital Management, an estimated $14.9M added.
  • The largest Innovator US Equity Buffer ETF April seller in Q2 2024 was Lincoln National Corp, an estimated $2.17M sold.

Based on aggregated 13F filings for Q2 2024.