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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
BFA
51
Beacon Financial Advisory
Ohio
$216K – – –
SPC
52
Sigma Planning Corp
Michigan
$212K +$203K +6,302 New
IF
53
Integrity Financial
Wyoming
$177K – – –
OCM
54
Orion Capital Management
California
$172K – – –
BFEC
55
Benjamin F. Edwards & Company
Missouri
$131K – – –
WP
56
WealthPLAN Partners
Nebraska
$79.2K +$76.2K +2,360 New
UBS Group
57
UBS Group
Switzerland
$73.1K +$70.3K +2,179 New
CP
58
Castleview Partners
Texas
$65.1K -$258 -8 -0.4%
CFD
59
Creative Financial Designs
Indiana
$50.3K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$25.2K – – –
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$10.9K +$3.98M +123,407 +61%
AF
62
Allworth Financial
California
$8.12K +$7.81K +242 New
IA
63
IFP Advisors
Florida
$4.65K -$37.1K -1,150 -86%
CIA
64
Cape Investment Advisory
Georgia
$3.36K +$3.23K +100 New
CIAS
65
Capital Investment Advisory Services
North Carolina
$2.35K +$2.26K +70 New
Wolverine Trading
66
Wolverine Trading
Illinois
– -$450K -14,493 Closed
CA
67
Calton & Associates
Florida
– -$283K -9,115 Closed
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
– -$132K -4,253 Closed
NA
69
NewEdge Advisors
Louisiana
– -$120K -3,882 Closed
MCC
70
Money Concepts Capital
Florida
– -$27.3K -880 Closed
CA
71
Corrado Advisors
New Jersey
– -$3.1K -100 Closed
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.