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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
TF
76
Trek Financial
Arizona
$279K +$270K +6,731 New
NFG
77
Nations Financial Group
Iowa
$254K +$246K +6,117 New
SFA
78
Souders Financial Advisors
Ohio
$243K – – –
DI
79
Diligent Investors
California
$238K – – –
BIM
80
Bullseye Investment Management
Ohio
$225K +$218K +5,437 New
BA
81
Bellwether Advisors
Nebraska
$223K -$21.1K -526 -9%
CFS
82
CRA Financial Services
New Jersey
$218K +$211K +5,248 New
AWA
83
Arkadios Wealth Advisors
Georgia
$208K +$201K +5,002 New
AWS
84
Atria Wealth Solutions
New York
$207K +$200K +4,989 New
KWM
85
KFG Wealth Management
Indiana
$201K +$195K +4,854 New
FNWA
86
Financial Network Wealth Advisors
Utah
$184K +$178K +4,427 New
Fidelity Investments
87
Fidelity Investments
Massachusetts
$181K +$175K +4,356 New
OCM
88
Orion Capital Management
California
$179K -$562 -14 -0.3%
IF
89
Integrity Financial
Wyoming
$163K – – –
BFEC
90
Benjamin F. Edwards & Company
Missouri
$151K -$2.05K -51 -1%
CP
91
Castleview Partners
Texas
$122K -$7.99K -199 -6%
CIAS
92
Capital Investment Advisory Services
North Carolina
$118K +$111K +2,762 +3,946%
ACM
93
Anfield Capital Management
California
$66.4K – – –
AF
94
Allworth Financial
California
$56.5K – – –
CFD
95
Creative Financial Designs
Indiana
$51.9K – – –
IA
96
IFP Advisors
Florida
$38.3K +$35.7K +889 +2,540%
AF
97
Advisornet Financial
Minnesota
$24.9K – – –
UBS Group
98
UBS Group
Switzerland
$18.6K +$18K +449 New
CA
99
Continuum Advisory
Idaho
$13.1K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
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.