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Innovator S&P Investment Grade Preferred ETF
EPRF

Overview Fund Activity

51 hedge funds and large institutions have $59.4M invested in Innovator S&P Investment Grade Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
15
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
Beacon Pointe Advisors
California
$7.06M
2
SFS
Solitude Financial Services
Virginia
$2.15M
3
Jane Street
Jane Street
New York
$1.49M
4
Wells Fargo
Wells Fargo
California
$1.98M
5
WWM
WT Wealth Management
Arizona
$4.27M

Top Sellers

1
DWP
Destiny Wealth Partners
Florida
$46K
2
WFA
Websterrogers Financial Advisors
South Carolina
$1.75M
3
Osaic Holdings
Osaic Holdings
Arizona
$1.92M
4
UBS Group
UBS Group
Switzerland
$2.36M
5
GEA
Glen Eagle Advisors
New Jersey
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIM
26
Delta Investment Management
California
$714K +$16.9K +778 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$623K -$361K -16,613 -37%
AA
28
AlphaMark Advisors
Kentucky
$569K -$880K -40,500 -61%
IA
29
IFP Advisors
Florida
$503K +$389K +15,986 +340%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$459K -$243K -11,162 -35%
CPIG
31
Chicago Partners Investment Group
Illinois
$458K +$5.83K +300 +1%
MFS
32
Madrona Financial Services
Washington
$438K – – –
OMC
33
Old Mission Capital
Illinois
$374K -$941K -43,287 -72%
FTUS
34
Flow Traders U.S.
New York
$320K +$320K +14,713 New
JWCA
35
J.W. Cole Advisors
Florida
$290K +$1.48K +68 +0.5%
LMKC
36
L.M. Kohn & Company
Ohio
$287K +$287K +13,158 New
MML Investors Services
37
MML Investors Services
Massachusetts
$278K -$37.2K -1,709 -12%
EWM
38
Executive Wealth Management
Michigan
$275K +$275K +12,672 New
APW
39
Aurora Private Wealth
New Jersey
$214K -$17K -784 -7%
BAM
40
Belpointe Asset Management
Nevada
$177K – – –
CWA
41
Core Wealth Advisors
Florida
$94K -$12.9K -591 -12%
DWP
42
Destiny Wealth Partners
Florida
$46K -$7.56M -347,804 -99%
NFSG
43
Newbridge Financial Services Group
Florida
$45K -$48.7K -2,250 -52%
HCM
44
Horrell Capital Management
Arkansas
$26K – – –
AF
45
Advisornet Financial
Minnesota
$22K -$22K -1,000 -50%
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$20K -$9.37K -429 -32%
GRP
47
Global Retirement Partners
California
$15K +$15K +750 New
AA
48
Ancora Advisors
Ohio
$8K +$8K +345 New
PCG
49
Private Capital Group
Connecticut
$7K – – –
C
50
Covestor
United Kingdom
$4K +$59 +3 +1%
1
2
3