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Innovator US Equity Buffer ETF April
BAPR

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: 1 → 2 (+1)

80% more capital invested

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

18% more funds holding

Funds holding: 88 → 104 (+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
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$14.9M
2
PCS
Personal CFO Solutions
New Jersey
+$10.8M
3
Cerity Partners
Cerity Partners
New York
+$6.7M
4
NA
NewEdge Advisors
Louisiana
+$6.66M
5
ATPW
Ashton Thomas Private Wealth
Arizona
+$6.24M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$2.17M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$938K
3
W
WPWealth
Texas
-$565K
4
CA
CoreCap Advisors
Michigan
-$414K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$363K
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
51
TownSquare Capital
Utah
$597K +$34.4K +856 +6%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$564K +$397K +9,892 +268%
HI
53
Harbour Investments
Wisconsin
$556K – – –
KWS
54
Keystone Wealth Services
California
$548K +$319K +7,947 +151%
AAP
55
Arax Advisory Partners
Colorado
$531K +$71.6K +1,783 +16%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$507K -$363K -9,052 -43%
CCAL
57
City Center Advisors LLC
Michigan
$491K – – –
BFA
58
Beacon Financial Advisory
Ohio
$486K +$184K +4,575 +64%
CB
59
Chris Bulman
California
$464K +$449K +11,181 New
Citadel Advisors
60
Citadel Advisors
Florida
$443K +$429K +10,676 New
PS
61
Principal Securities
Iowa
$408K +$214K +5,335 +119%
ASN
62
Advisory Services Network
Georgia
$407K +$281 +7 +0.1%
CG
63
Castellan Group
Kentucky
$398K -$153K -3,800 -28%
LF
64
Lantz Financial
Illinois
$396K +$170K +4,225 +80%
WP
65
WealthPLAN Partners
Nebraska
$387K +$375K +9,333 New
BWM
66
BCS Wealth Management
Tennessee
$386K +$131K +3,258 +54%
SAM
67
Secure Asset Management
Michigan
$384K +$372K +9,264 New
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$367K +$355K +8,850 New
SFA
69
Sequoia Financial Advisors
Ohio
$362K – – –
FFA
70
Fragasso Financial Advisors
Pennsylvania
$330K +$76.2K +1,897 +31%
BFWM
71
Bright Futures Wealth Management
New York
$314K – – –
SWP
72
Summit Wealth Partners
Florida
$304K – – –
PIAS
73
PCA Investment Advisory Services
Ohio
$290K +$281K +7,000 New
BCM
74
Beck Capital Management
Texas
$286K -$64.3K -1,602 -19%
AWM
75
AE Wealth Management
Kansas
$283K +$8.75K +218 +3%
1 2
3
4 5

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.