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Innovator US Equity Buffer ETF April

65 hedge funds and large institutions have $78.6M invested in Innovator US Equity Buffer ETF April in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

11.64% more ownership

Funds ownership: 60.79%72.43% (+12%)

10% more capital invested

Capital invested by funds: $71.6M → $78.6M (+$7M)

8% more funds holding

Funds holding: 6065 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
14
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$9.19M +$2.06M +63,903 +30%
IIA
2
Integral Investment Advisors
California
$6.5M -$88.5K -2,742 -1%
BCM
3
Brookstone Capital Management
Illinois
$6.36M +$6.08M +188,264 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.01M +$390K +12,085 +7%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.25M -$942K -29,178 -16%
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$3.53M -$45.7K -1,415 -1%
LPL Financial
7
LPL Financial
California
$3.44M -$936 -29 -0%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$3.14M -$202K -6,256 -6%
PCM
9
Penserra Capital Management
California
$3.02M -$200K -6,200 -6%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.14M +$56.7K +1,757 +3%
MPCL
11
My Personal CFO LLC
Washington
$1.91M +$1.08M +33,576 +144%
MWM
12
Maltin Wealth Management
New Jersey
$1.9M
HighTower Advisors
13
HighTower Advisors
Illinois
$1.9M -$47.6K -1,475 -3%
SS
14
Sunbelt Securities
Texas
$1.76M -$80.9K -2,505 -5%
LNC
15
Lincoln National Corp
Pennsylvania
$1.69M +$108K +3,339 +7%
SEP
16
Southland Equity Partners
Missouri
$1.12M -$38.1K -1,181 -3%
DFA
17
DHJJ Financial Advisors
Illinois
$1.08M -$11.9K -368 -1%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1.04M -$1.87K -58 -0.2%
BA
19
Bellwether Advisors
Nebraska
$963K +$122K +3,766 +15%
SB
20
Strategic Blueprint
Georgia
$954K -$9.75K -302 -1%
CF
21
Centaurus Financial
California
$920K +$885K +27,428 New
RJA
22
Raymond James & Associates
Florida
$823K
BMM
23
Berkshire Money Management
Massachusetts
$725K -$41.7K -1,293 -6%
XF
24
XML Financial
Maryland
$720K
BWM
25
BCS Wealth Management
Tennessee
$718K -$20K -621 -3%

BAPR Hedge Fund Activity: Q1 2023 in Review

65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF April (BAPR) for Q1 2023, worth a combined $78.6M — up 9.8% from $71.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BAPR positions and 6 closed out — a net gain of 6 holders — while 14 added to existing stakes and 22 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $6.08M. The largest seller was Osaic Holdings, cutting an estimated $942K.

  • 65 institutional investors held Innovator US Equity Buffer ETF April (BAPR) as of Q1 2023, up from 60 in Q4 2022.
  • Funds reported $78.6M of Innovator US Equity Buffer ETF April stock for Q1 2023, up 9.8% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Buffer ETF April positions in Q1 2023 and 6 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Buffer ETF April buyer in Q1 2023 was Brookstone Capital Management, an estimated $6.08M added.
  • The largest Innovator US Equity Buffer ETF April seller in Q1 2023 was Osaic Holdings, an estimated $942K sold.

Based on aggregated 13F filings for Q1 2023.