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Innovator S&P Investment Grade Preferred ETF

59 hedge funds and large institutions have $82.2M invested in Innovator S&P Investment Grade Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
31
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DIM
26
Delta Investment Management
California
$738K -$162K -6,596 -18%
CP
27
Camelot Portfolios
Ohio
$701K +$701K +28,609 New
OMC
28
Old Mission Capital
Illinois
$582K +$582K +23,768 New
MML Investors Services
29
MML Investors Services
Massachusetts
$577K -$321K -13,110 -36%
CPIG
30
Chicago Partners Investment Group
Illinois
$552K +$6.71K +276 +1%
BRWM
31
B. Riley Wealth Management
Tennessee
$483K +$2.94K +120 +0.6%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$460K -$625K -25,520 -58%
Wells Fargo
33
Wells Fargo
California
$425K +$49.1K +2,004 +13%
IA
34
IFP Advisors
Florida
$405K +$156K +6,353 +63%
JWCA
35
J.W. Cole Advisors
Florida
$377K +$377K +15,385 New
Citadel Advisors
36
Citadel Advisors
Florida
$367K +$367K +14,981 New
APW
37
Aurora Private Wealth
New Jersey
$351K -$16.1K -657 -4%
EWM
38
Executive Wealth Management
Michigan
$310K +$8K +327 +3%
MIAN
39
Mariner Independent Advisor Network
Kansas
$304K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$299K -$94.6K -3,859 -24%
ACM
41
AlphaStar Capital Management
North Carolina
$299K +$43.2K +1,756 +17%
CWM
42
Cornerstone Wealth Management
Missouri
$251K -$9.57K -391 -4%
AFC
43
AFT Forsyth & Company
Florida
$241K +$9.79K +400 +4%
BAM
44
Belpointe Asset Management
Nevada
$229K +$25.9K +1,058 +13%
RPCA
45
Running Point Capital Advisors
California
$205K
NFSG
46
Newbridge Financial Services Group
Florida
$127K -$387K -15,865 -75%
CWA
47
Core Wealth Advisors
Florida
$117K +$21.4K +872 +22%
GRP
48
Global Retirement Partners
California
$97K +$439 +18 +0.5%
CWA
49
Clearview Wealth Advisors
Oregon
$56K +$22.9K +940 +69%
ASN
50
Advisory Services Network
Georgia
$50K +$50K +2,054 New