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Innovator Emerging Markets Power Buffer ETF April

46 hedge funds and large institutions have $29.9M invested in Innovator Emerging Markets Power Buffer ETF April in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

7% more funds holding

Funds holding: 4346 (+3)

4.46% less ownership

Funds ownership: 51.49%47.03% (-4.5%)

8% less capital invested

Capital invested by funds: $32.6M → $29.9M (-$2.68M)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$339K +$328K +13,492 New
WA
27
Wealth Alliance
New York
$308K
AAS
28
Avantax Advisory Services
Texas
$242K -$691K -28,427 -75%
CAN
29
Cetera Advisor Networks
California
$237K -$128K -5,268 -36%
RJA
30
Raymond James & Associates
Florida
$231K +$224K +9,197 New
TC
31
TownSquare Capital
Utah
$218K
FNWA
32
Financial Network Wealth Advisors
Utah
$218K +$210K +8,652 New
KWM
33
Kingsview Wealth Management
Oregon
$217K +$2.31K +95 +1%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$208K
PWA
35
Pillar Wealth Advisors
Pennsylvania
$203K -$32.4K -1,331 -14%
SPIA
36
Steward Partners Investment Advisory
New York
$180K -$1.63K -67 -0.9%
SS
37
Sunbelt Securities
Texas
$124K -$42.8K -1,760 -26%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$85K +$24.7K +1,016 +43%
UBS Group
39
UBS Group
Switzerland
$70.1K +$34.5K +1,417 +104%
CPA
40
Clear Point Advisors
New York
$56.6K +$54.7K +2,250 New
CIAS
41
Capital Investment Advisory Services
North Carolina
$45.6K +$44.1K +1,812 New
DFA
42
DHJJ Financial Advisors
Illinois
$43.2K -$7.29K -300 -15%
IA
43
IFP Advisors
Florida
$30.6K
LIWM
44
Long Island Wealth Management
New York
$29K +$28.4K +1,170 New
HI
45
Harbour Investments
Wisconsin
$8.25K
CFGS
46
Concourse Financial Group Securities
Alabama
$2.82K
HNB
47
Huntington National Bank
Ohio
$25
AGA
48
Accuvest Global Advisors
Utah
-$2.96M -123,073 Closed
GSIS
49
Global Strategic Investment Solutions
Arizona
-$2.44M -101,474 Closed
Goldman Sachs
50
Goldman Sachs
New York
-$391K -16,271 Closed

EAPR Hedge Fund Activity: Q4 2023 in Review

46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF April (EAPR) for Q4 2023, worth a combined $29.9M — down 8.2% from $32.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EAPR positions and 5 closed out — a net gain of 3 holders — while 9 added to existing stakes and 18 trimmed.

The largest buyer was Trek Financial, opening a new position worth an estimated $1.56M. The largest seller was Accuvest Global Advisors, exiting entirely with an estimated $2.96M sold.

  • 46 institutional investors held Innovator Emerging Markets Power Buffer ETF April (EAPR) as of Q4 2023, up from 43 in Q3 2023.
  • Funds reported $29.9M of Innovator Emerging Markets Power Buffer ETF April stock for Q4 2023, down 8.2% quarter-over-quarter.
  • 8 funds opened new Innovator Emerging Markets Power Buffer ETF April positions in Q4 2023 and 5 closed out, a net change of +3 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF April buyer in Q4 2023 was Trek Financial, an estimated $1.56M added.
  • The largest Innovator Emerging Markets Power Buffer ETF April seller in Q4 2023 was Accuvest Global Advisors, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2023.