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Innovator S&P Investment Grade Preferred ETF

35 hedge funds and large institutions have $24.6M invested in Innovator S&P Investment Grade Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
16
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.3M 584,213 +56,687 +11%
WFA
2
Websterrogers Financial Advisors
South Carolina
$1.71M 96,819 +3,970 +4%
UBS Group
3
UBS Group
Switzerland
$1.53M 86,907 +16,637 +24%
Raymond James Financial
4
Raymond James Financial
Florida
$1.28M 72,435 +2,553 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.14M 62,683 -61 -0.1%
LPL Financial
6
LPL Financial
California
$1.05M 59,346 +1,940 +3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$961K 53,771
Jane Street
8
Jane Street
New York
$670K 37,998 +37,998 New
WA
9
Whipplewood Advisors
Colorado
$633K 35,923 -61,136 -63%
CPIG
10
Chicago Partners Investment Group
Illinois
$537K 30,052 +306 +1%
MFS
11
Madrona Financial Services
Washington
$530K 30,071 +2,273 +8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$474K 26,890 -32 -0.1%
SFI
13
SPC Financial Inc
Maryland
$417K 23,633 -1,225 -5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$412K 23,349 -270 -1%
JIP
15
Jaffetilchin Investment Partners
Florida
$408K 23,153 -588 -2%
LMKC
16
L.M. Kohn & Company
Ohio
$329K 18,676 +438 +2%
Stifel Financial
17
Stifel Financial
Missouri
$250K 14,173 +170 +1%
Bank of America
18
Bank of America
North Carolina
$241K 13,690
AWS
19
Atria Wealth Solutions
New York
$234K 13,198 +708 +6%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$233K 13,198 +708 +6%
FWA
21
FORM Wealth Advisors
Wisconsin
$228K 12,952 +198 +2%
CP
22
Camelot Portfolios
Ohio
$225K 12,739 -1,057 -8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$217K 12,324 +21 +0.2%
EWM
24
Empirical Wealth Management
Washington
$194K 11,032
Wells Fargo
25
Wells Fargo
California
$129K 7,338 +6,137 +511%