Innovator S&P Investment Grade Preferred ETF
EPRF
27 hedge funds and large institutions have $25.3M invested in Innovator S&P Investment Grade Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.
9% more capital invested
Capital invested by funds: $23.1M → $25.3M (+$2.17M)
5.33% more ownership
Funds ownership: 30.55% → 35.88% (+5.3%)
18% less funds holding
Funds holding: 33 → 27 (-6)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.76M |
| 2 |
WFA
Websterrogers Financial Advisors
Florence,
South Carolina
|
+$75.6K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.6K |
| 4 |
SIM
Synergy Investment Management
Altamonte Springs,
Florida
|
+$19.5K |
| 5 |
WA
Whipplewood Advisors
Littleton,
Colorado
|
+$15.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
Madrona Financial Services
Everett,
Washington
|
-$521K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$502K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$269K |
| 4 |
HF
HRT Financial
New York
|
-$198K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$141K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
26
Sound Income Strategies
Ft Lauderdale,
Florida
| $749 | – | – | – |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| $730 | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $3 | -$17 | -1 | Closed |
|
|
MFS
29
Madrona Financial Services
Everett,
Washington
| – | -$521K | -29,594 | Closed |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$502K | -28,525 | Closed |
|
|
HF
31
HRT Financial
New York
| – | -$198K | -11,257 | Closed |
|
|
CP
32
Camelot Portfolios
Maumee,
Ohio
| – | -$141K | -8,016 | Closed |
|
|
AWM
33
AE Wealth Management
Topeka,
Kansas
| – | -$21.1K | -1,200 | Closed |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.38K | -135 | Closed |
|
EPRF Hedge Fund Activity: Q1 2026 in Review
27 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q1 2026, worth a combined $25.3M — up 9.4% from $23.1M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EPRF and 1 opened new positions — a net loss of 6 holders — while 10 trimmed existing stakes and 8 added.
The largest buyer was Royal Bank of Canada, adding an estimated $5.76M. The largest seller was Madrona Financial Services, exiting entirely with an estimated $521K sold.
- 27 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q1 2026, down from 33 in Q4 2025.
- Funds reported $25.3M of Innovator S&P Investment Grade Preferred ETF stock for Q1 2026, up 9.4% quarter-over-quarter.
- 1 fund opened new Innovator S&P Investment Grade Preferred ETF positions in Q1 2026 and 7 closed out, a net change of -6 holders.
- The largest Innovator S&P Investment Grade Preferred ETF buyer in Q1 2026 was Royal Bank of Canada, an estimated $5.76M added.
- The largest Innovator S&P Investment Grade Preferred ETF seller in Q1 2026 was Madrona Financial Services, an estimated $521K sold.
Based on aggregated 13F filings for Q1 2026.