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Innovator S&P Investment Grade Preferred ETF
EPRF

Overview Fund Activity

58 hedge funds and large institutions have $73.1M invested in Innovator S&P Investment Grade Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
33
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
WT Wealth Management
Arizona
$4.26M
2
DWP
Destiny Wealth Partners
Florida
$8.31M
3
WA1
Wimmer Associates 1
California
$2.55M
4
UBS Group
UBS Group
Switzerland
$3.04M
5
LPL Financial
LPL Financial
California
$5.75M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
2
GI
Glovista Investments
New Jersey
$0
3
Stifel Financial
Stifel Financial
Missouri
$1.13M
4
OMC
Old Mission Capital
Illinois
$0
5
RJA
Raymond James & Associates
Florida
$950K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$888K -$92.2K -3,806 -9%
CPIG
27
Chicago Partners Investment Group
Illinois
$548K +$6.77K +277 +1%
BC
28
Barnett & Company
Tennessee
$536K +$114K +4,700 +27%
NFSG
29
Newbridge Financial Services Group
Florida
$510K +$55.1K +2,275 +12%
BRWM
30
B. Riley Wealth Management
Tennessee
$474K +$69.1K +2,857 +17%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$389K -$83.3K -3,440 -18%
Wells Fargo
32
Wells Fargo
California
$371K -$164K -6,793 -31%
APW
33
Aurora Private Wealth
New Jersey
$363K +$11.1K +457 +3%
SIS
34
Sound Income Strategies
Florida
$305K +$305K +12,606 New
MIAN
35
Mariner Independent Advisor Network
Kansas
$301K -$70.2K -2,900 -19%
EWM
36
Executive Wealth Management
Michigan
$298K +$298K +12,345 New
DP
37
Dearborn Partners
Illinois
$295K +$8.01K +331 +3%
CWM
38
Cornerstone Wealth Management
Missouri
$258K +$258K +10,645 New
ACM
39
AlphaStar Capital Management
North Carolina
$253K +$253K +10,399 New
IA
40
IFP Advisors
Florida
$248K +$12.5K +512 +5%
AFC
41
AFT Forsyth & Company
Florida
$229K – – –
BEI
42
Benjamin Edwards Inc
Missouri
$208K -$7.61K -314 -4%
RPCA
43
Running Point Capital Advisors
California
$203K +$4.86K +200 +2%
BAM
44
Belpointe Asset Management
Nevada
$201K +$12.8K +530 +7%
GRP
45
Global Retirement Partners
California
$96K +$945 +39 +1%
CWA
46
Core Wealth Advisors
Florida
$94K +$60.3K +2,503 +179%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$68K -$14.4K -600 -17%
AF
48
Advisornet Financial
Minnesota
$48K +$4.8K +200 +11%
CWA
49
Clearview Wealth Advisors
Oregon
$33K +$4.85K +200 +17%
HCM
50
Horrell Capital Management
Arkansas
$29K – – –
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