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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$14.9M |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$10.8M |
| 3 |
Cerity Partners
New York
|
+$6.7M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$6.66M |
| 5 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.17M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$938K |
| 3 |
W
WPWealth
Fort Worth,
Texas
|
-$565K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$414K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GTAM
101
Global Trust Asset Management
West Palm Beach,
Florida
| $7.72K | – | – | – |
|
|
WP
102
WealthShield Partners
Cary,
North Carolina
| $6.22K | – | – | – |
|
|
CIA
103
Cape Investment Advisory
Mcdonough,
Georgia
| $4.48K | – | – | – |
|
|
SCA
104
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $1.66K | +$1.61K | +40 | New |
|
|
LNC
105
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$2.17M | -54,192 | Closed |
|
|
106
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$938K | -23,425 | Closed |
|
|
W
107
WPWealth
Fort Worth,
Texas
| – | -$565K | -14,100 | Closed |
|
|
BRWA
108
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$207K | -5,925 | Closed |
|
109
JP Morgan Chase
New York
| – | -$12K | -300 | Closed |
|
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.