We are live on ! Find out more
BAPR icon

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
ASN
51
Advisory Services Network
Georgia
$351K +$3.42K +100 +1%
BCM
52
Beck Capital Management
Texas
$337K -$41.9K -1,224 -11%
TC
53
TownSquare Capital
Utah
$318K +$304K +8,880 New
ICG
54
InterOcean Capital Group
Tennessee
$317K -$1.71K -50 -0.6%
BFA
55
Beacon Financial Advisory
Ohio
$295K +$61K +1,785 +28%
OWA
56
Outlook Wealth Advisors
Texas
$294K – – –
RJFSA
57
Raymond James Financial Services Advisors
Florida
$291K +$278K +8,119 New
FANJ
58
Financial Architects (New Jersey)
New Jersey
$266K +$254K +7,427 New
KWM
59
KFG Wealth Management
Indiana
$252K – – –
BWM
60
BCGM Wealth Management
Indiana
$251K – – –
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$250K +$239K +6,987 New
OMC
62
Old Mission Capital
Illinois
$221K +$211K +6,163 New
AWM
63
AE Wealth Management
Kansas
$217K +$207K +6,059 New
FFA
64
Fragasso Financial Advisors
Pennsylvania
$217K +$207K +6,053 New
CFS
65
CRA Financial Services
New Jersey
$216K +$206K +6,023 New
BRWA
66
B. Riley Wealth Advisors
Florida
$212K +$203K +5,925 New
VFPW
67
Vantage Financial Partners (Wisconsin)
Wisconsin
$207K +$198K +5,795 New
DI
68
Diligent Investors
California
$206K +$197K +5,748 New
SPIA
69
Steward Partners Investment Advisory
New York
$197K +$163K +4,766 +635%
IF
70
Integrity Financial
Wyoming
$167K -$20.6K -602 -11%
UBS Group
71
UBS Group
Switzerland
$141K +$60.4K +1,765 +81%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$139K – – –
WP
73
WealthPLAN Partners
Nebraska
$84.5K – – –
CP
74
Castleview Partners
Texas
$61.2K -$7.87K -230 -12%
BTI
75
Blue Trust Inc
Georgia
$49K +$50.4K +1,474 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.