BAPR icon

Innovator US Equity Buffer ETF April
BAPR

Overview Fund Activity

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
Holders
104
Holders Change
+16
Holders Change %
+18.18%
% of All Funds
1.51%
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
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$16M
2
PCS
2
Personal CFO Solutions
New Jersey
$11.2M
3
Cerity Partners
3
Cerity Partners
New York
$8.37M
4
NA
4
NewEdge Advisors
Louisiana
$6.89M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$6.45M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$0
3
W
3
WPWealth
Texas
$0
4
CA
4
CoreCap Advisors
Michigan
$739K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$507K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Capital Wealth Management
Rhode Island
$1.8M +$1.8M +43,311 New
MI
27
Motiv8 Investments
Florida
$1.61M +$113K +2,716 +8%
SCA
28
Snowden Capital Advisors
New York
$1.5M +$1.24M +29,860 +480%
SEP
29
Southland Equity Partners
Missouri
$1.45M -$3.86K -93 -0.3%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.35M +$530K +12,761 +64%
SWM
31
Spire Wealth Management
Virginia
$1.26M +$83.2K +2,005 +7%
TWM
32
Tradition Wealth Management
Minnesota
$1.21M +$799K +19,259 +197%
RJA
33
Raymond James & Associates
Florida
$1.07M +$1.16K +28 +0.1%
CPA
34
Clear Point Advisors
New York
$1.06M -$16.6K -400 -2%
SPIA
35
Steward Partners Investment Advisory
New York
$1.06M +$830K +19,998 +363%
DFA
36
DHJJ Financial Advisors
Illinois
$961K +$157K +3,774 +19%
OWA
37
Outlook Wealth Advisors
Texas
$951K +$872K +90,418 +1,102%
BPA
38
Beacon Pointe Advisors
California
$949K +$445K +10,717 +88%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$935K -$182K -4,394 -16%
BMM
40
Berkshire Money Management
Massachusetts
$887K -$9.54K -230 -1%
DWP
41
Daymark Wealth Partners
Ohio
$881K +$881K +21,231 New
RA
42
RFG Advisory
Alabama
$837K +$316K +7,606 +61%
BFC
43
Bedel Financial Consulting
Indiana
$795K -$27.2K -655 -3%
MHS
44
M Holdings Securities
Oregon
$781K – – –
SPC
45
Sigma Planning Corp
Michigan
$768K +$263K +6,334 +52%
CA
46
CoreCap Advisors
Michigan
$739K -$427K -10,304 -37%
SWA
47
Stratos Wealth Advisors
Ohio
$727K +$32.8K +790 +5%
XF
48
XML Financial
Maryland
$676K -$3.53K -85 -0.5%
SWM
49
Sugarloaf Wealth Management
Georgia
$647K – – –
FA
50
FSA Advisors
Michigan
$635K +$278K +6,697 +78%
1
2
3 4 5