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Innovator S&P Investment Grade Preferred ETF
EPRF

Overview Fund Activity

49 hedge funds and large institutions have $77.8M invested in Innovator S&P Investment Grade Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-10
Holders Change %
-16.95%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
33
Reduced
8
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$4.91M
2
SIS
2
Sound Income Strategies
Florida
$2.39M
3
WPC
3
White Pine Capital
Minnesota
$2.97M
4
UBS Group
4
UBS Group
Switzerland
$4.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.25M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$1.22M
2
LB
2
Legacy Bridge
Iowa
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
BRWM
4
B. Riley Wealth Management
Tennessee
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DIM
26
Delta Investment Management
California
$721K -$4.29K -178 -0.6%
CP
27
Camelot Portfolios
Ohio
$685K -$4.26K -177 -0.6%
JWCA
28
J.W. Cole Advisors
Florida
$637K +$228K +8,577 +56%
CPIG
29
Chicago Partners Investment Group
Illinois
$554K +$8.72K +363 +2%
Wells Fargo
30
Wells Fargo
California
$496K +$77.9K +3,235 +19%
Citadel Advisors
31
Citadel Advisors
Florida
$496K +$136K +5,636 +38%
IA
32
IFP Advisors
Florida
$408K +$7.73K +319 +2%
ACM
33
AlphaStar Capital Management
North Carolina
$350K +$55.9K +2,310 +19%
APW
34
Aurora Private Wealth
New Jersey
$345K +$96 +4 +0%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$306K +$12.4K +513 +4%
MIAN
36
Mariner Independent Advisor Network
Kansas
$299K – – –
CAN
37
Cetera Advisor Networks
California
$281K +$281K +11,649 New
CWM
38
Cornerstone Wealth Management
Missouri
$247K +$193 +8 +0.1%
BAM
39
Belpointe Asset Management
Nevada
$225K – – –
NL
40
NVWM LLC
Pennsylvania
$154K +$154K +6,353 New
GRP
41
Global Retirement Partners
California
$99K +$2.85K +118 +3%
NFSG
42
Newbridge Financial Services Group
Florida
$92K -$34K -1,405 -27%
AF
43
Advisornet Financial
Minnesota
$60K +$12K +500 +25%
CWA
44
Clearview Wealth Advisors
Oregon
$55K – – –
HCM
45
Horrell Capital Management
Arkansas
$29K – – –
GWSG
46
GPS Wealth Strategies Group
Colorado
$25K +$7.01K +290 +39%
NFG
47
Next Financial Group
Texas
$16K +$3.84K +156 +32%
Morgan Stanley
48
Morgan Stanley
New York
$10K – – –
PCG
49
Private Capital Group
Connecticut
$7K – – –
LB
50
Legacy Bridge
Iowa
– -$1.96M -79,835 Closed
1
2
3