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Innovator US Equity Buffer ETF April
BAPR

53 hedge funds and large institutions have $75.5M invested in Innovator US Equity Buffer ETF April in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

9.78% more ownership

Funds ownership: 55.19% → 64.97% (+9.8%)

7% more capital invested

Capital invested by funds: $70.4M → $75.5M (+$5.19M)

4% more funds holding

Funds holding: 51 → 53 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

75% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 20

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
5
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthquest
Ohio
+$1.59M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$448K
3
SB
Strategic Blueprint
Georgia
+$319K
4
Citadel Advisors
Citadel Advisors
Florida
+$311K
5
Morgan Stanley
Morgan Stanley
New York
+$10.8K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$645K
3
Osaic Holdings
Osaic Holdings
Arizona
-$387K
4
SMC
Smith, Moore & Co
Missouri
-$329K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$324K
Name Holding Trade Value Shares
Change 		Change in
Stake
W
1
Wealthquest
Ohio
$16.4M +$1.59M +48,458 +11%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.27M -$387K -11,806 -5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.53M -$645K -19,670 -11%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$5.27M -$139K -4,251 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.67M -$32.3K -986 -0.7%
LPL Financial
6
LPL Financial
California
$3.85M -$84.9K -2,587 -2%
MWM
7
Maltin Wealth Management
New Jersey
$3.2M +$9.84K +300 +0.3%
IIA
8
Integral Investment Advisors
California
$2.65M +$2.61M +79,477 New
HighTower Advisors
9
HighTower Advisors
Illinois
$2.22M – – –
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.19M -$324K -9,880 -13%
HI
11
Harbour Investments
Wisconsin
$2.03M -$45.1K -1,376 -2%
XF
12
XML Financial
Maryland
$1.95M -$10K -305 -0.5%
MPCL
13
My Personal CFO LLC
Washington
$1.92M +$1.88M +57,400 New
SB
14
Strategic Blueprint
Georgia
$1.27M +$319K +9,726 +34%
DFA
15
DHJJ Financial Advisors
Illinois
$1.13M – – –
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$1.07M -$292K -8,916 -22%
SMC
17
Smith, Moore & Co
Missouri
$960K -$329K -10,033 -26%
BMM
18
Berkshire Money Management
Massachusetts
$764K – – –
BA
19
Bellwether Advisors
Nebraska
$760K -$65.9K -2,010 -8%
CAN
20
Cetera Advisor Networks
California
$755K -$16.4K -500 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$744K -$100K -3,048 -12%
OMC
22
Old Mission Capital
Illinois
$731K -$7.41K -226 -1%
BFC
23
Bedel Financial Consulting
Indiana
$724K – – –
OIA
24
OneDigital Investment Advisors
Kansas
$689K -$141K -4,292 -17%
ICG
25
InterOcean Capital Group
Tennessee
$634K – – –
1
2 3

BAPR Hedge Fund Activity: Q4 2021 in Review

53 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF April (BAPR) for Q4 2021, worth a combined $75.5M — up 7.4% from $70.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BAPR positions and 7 closed out — a net gain of 2 holders — while 5 added to existing stakes and 20 trimmed.

The largest buyer was Wealthquest, adding an estimated $1.59M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.8M sold.

  • 53 institutional investors held Innovator US Equity Buffer ETF April (BAPR) as of Q4 2021, up from 51 in Q3 2021.
  • Funds reported $75.5M of Innovator US Equity Buffer ETF April stock for Q4 2021, up 7.4% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Buffer ETF April positions in Q4 2021 and 7 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Buffer ETF April buyer in Q4 2021 was Wealthquest, an estimated $1.59M added.
  • The largest Innovator US Equity Buffer ETF April seller in Q4 2021 was Susquehanna International Group, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2021.