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Innovator S&P Investment Grade Preferred ETF
EPRF

Overview Fund Activity

53 hedge funds and large institutions have $60.4M invested in Innovator S&P Investment Grade Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+17
Holders Change %
+47.22%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
25
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
SPC Financial Inc
Maryland
$6.18M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.11M
3
GI
Glovista Investments
New Jersey
$2.36M
4
LPL Financial
LPL Financial
California
$3.57M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$2.35M

Top Sellers

1
AF
Advisornet Financial
Minnesota
$45K
2
MML Investors Services
MML Investors Services
Massachusetts
$1M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$482K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$85K
5
CHAM
Clear Harbor Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$690K +$125K +5,054 +22%
Wells Fargo
27
Wells Fargo
California
$548K -$4.6K -186 -0.8%
CPIG
28
Chicago Partners Investment Group
Illinois
$540K +$4.95K +203 +0.9%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$482K -$85.4K -3,455 -15%
NFSG
30
Newbridge Financial Services Group
Florida
$465K +$20.3K +820 +5%
BC
31
Barnett & Company
Tennessee
$431K +$147K +5,925 +52%
BRWM
32
B. Riley Wealth Management
Tennessee
$414K +$414K +16,734 New
MIAN
33
Mariner Independent Advisor Network
Kansas
$379K +$6.18K +250 +2%
APW
34
Aurora Private Wealth
New Jersey
$359K +$51.5K +2,084 +17%
OMC
35
Old Mission Capital
Illinois
$341K +$341K +13,814 New
DP
36
Dearborn Partners
Illinois
$293K +$293K +11,856 New
IA
37
IFP Advisors
Florida
$241K +$58.9K +2,359 +32%
AFC
38
AFT Forsyth & Company
Florida
$234K +$234K +9,450 New
FFN
39
Focus Financial Network
Minnesota
$223K +$223K +8,965 New
BEI
40
Benjamin Edwards Inc
Missouri
$220K +$220K +8,900 New
RPCA
41
Running Point Capital Advisors
California
$202K +$202K +8,161 New
BAM
42
Belpointe Asset Management
Nevada
$192K +$192K +7,764 New
GRP
43
Global Retirement Partners
California
$97K +$33.6K +1,358 +53%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$85K -$13.8K -559 -14%
AF
45
Advisornet Financial
Minnesota
$45K -$649K -25,968 -94%
CWA
46
Core Wealth Advisors
Florida
$35K – – –
CWA
47
Clearview Wealth Advisors
Oregon
$29K +$29K +1,160 New
HCM
48
Horrell Capital Management
Arkansas
$29K +$29K +1,185 New
SPIA
49
Steward Partners Investment Advisory
New York
$20K +$20K +812 New
PCG
50
Private Capital Group
Connecticut
$8K – – –
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