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Innovator US Equity Buffer ETF April

52 hedge funds and large institutions have $82.2M invested in Innovator US Equity Buffer ETF April in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $75.5M → $82.2M (+$6.64M)

4.76% more ownership

Funds ownership: 64.97%69.74% (+4.8%)

2% less funds holding

Funds holding: 5352 (-1)

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
11
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$16.4M
LF
2
Lantz Financial
Illinois
$8.82M +$8.53M +260,058 New
IIA
3
Integral Investment Advisors
California
$7.38M +$4.53M +138,053 +174%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.05M -$1.07M -32,628 -15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.66M -$77.4K -2,360 -2%
LPL Financial
6
LPL Financial
California
$3.72M -$191K -5,811 -5%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$3.6M -$1.62M -49,290 -31%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.6M +$368K +11,236 +17%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.47M -$3.04M -92,793 -56%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.33M +$69.8K +2,128 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.12M +$1.31M +40,091 +180%
MPCL
12
My Personal CFO LLC
Washington
$1.71M -$230K -7,000 -12%
MWM
13
Maltin Wealth Management
New Jersey
$1.28M -$1.91M -58,152 -61%
SB
14
Strategic Blueprint
Georgia
$1.25M -$44.6K -1,360 -4%
SEP
15
Southland Equity Partners
Missouri
$1.17M +$515K +15,702 +84%
DFA
16
DHJJ Financial Advisors
Illinois
$1.15M -$5.41K -165 -0.5%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.06M -$20.6K -627 -2%
XF
18
XML Financial
Maryland
$1.04M -$907K -27,651 -47%
CCM
19
Covington Capital Management
California
$1.02M +$966K +29,450 +3,927%
RJA
20
Raymond James & Associates
Florida
$948K +$916K +27,946 New
BMM
21
Berkshire Money Management
Massachusetts
$777K
BFC
22
Bedel Financial Consulting
Indiana
$736K
BA
23
Bellwether Advisors
Nebraska
$726K -$44.8K -1,367 -6%
CAN
24
Cetera Advisor Networks
California
$723K -$42.9K -1,309 -6%
BWM
25
BCS Wealth Management
Tennessee
$686K +$290K +8,836 +78%

BAPR Hedge Fund Activity: Q1 2022 in Review

52 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF April (BAPR) for Q1 2022, worth a combined $82.2M — up 8.8% from $75.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BAPR positions and 9 closed out — a net gain of 1 holder — while 11 added to existing stakes and 20 trimmed.

The largest buyer was Lantz Financial, opening a new position worth an estimated $8.53M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.04M.

  • 52 institutional investors held Innovator US Equity Buffer ETF April (BAPR) as of Q1 2022, down from 53 in Q4 2021.
  • Funds reported $82.2M of Innovator US Equity Buffer ETF April stock for Q1 2022, up 8.8% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Buffer ETF April positions in Q1 2022 and 9 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Buffer ETF April buyer in Q1 2022 was Lantz Financial, an estimated $8.53M added.
  • The largest Innovator US Equity Buffer ETF April seller in Q1 2022 was Commonwealth Equity Services, an estimated $3.04M sold.

Based on aggregated 13F filings for Q1 2022.