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Innovator S&P Investment Grade Preferred ETF
EPRF

Overview Fund Activity

48 hedge funds and large institutions have $38.9M invested in Innovator S&P Investment Grade Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
15
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.71M
2
SFS
2
Solitude Financial Services
Virginia
$2.69M
3
FCA
3
FinTrust Capital Advisors
South Carolina
$943K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$385K
5
CA
5
Cetera Advisors
Colorado
$195K

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$409K
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$704K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$621K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
Wells Fargo
5
Wells Fargo
California
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$385K +$385K +20,601 New
LTI
27
Laffer Tengler Investments
Tennessee
$319K +$65.2K +3,484 +26%
JWCA
28
J.W. Cole Advisors
Florida
$296K +$3.5K +187 +1%
LMKC
29
L.M. Kohn & Company
Ohio
$291K – – –
GEA
30
Glen Eagle Advisors
New Jersey
$290K -$43.8K -2,344 -13%
CA
31
Cetera Advisors
Colorado
$195K +$195K +10,446 New
BAM
32
Belpointe Asset Management
Nevada
$118K -$11.4K -608 -9%
CFGS
33
Concourse Financial Group Securities
Alabama
$88K -$29.1K -1,553 -25%
DWP
34
Destiny Wealth Partners
Florida
$40K – – –
AA
35
AlphaMark Advisors
Kentucky
$29K -$28.1K -1,500 -49%
HCM
36
Horrell Capital Management
Arkansas
$22K – – –
AF
37
Advisornet Financial
Minnesota
$19K – – –
GWSG
38
GPS Wealth Strategies Group
Colorado
$19K – – –
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$17K – – –
GRP
40
Global Retirement Partners
California
$13K – – –
NFSG
41
Newbridge Financial Services Group
Florida
$6K -$26.8K -1,475 -82%
HWMA
42
Heritage Wealth Management (Arizona)
Arizona
$4K -$7.45K -352 -65%
Morgan Stanley
43
Morgan Stanley
New York
$4K +$4K +200 New
AA
44
Ancora Advisors
Ohio
$3K – – –
HI
45
Harbour Investments
Wisconsin
$2K – – –
EWM
46
Executive Wealth Management
Michigan
$237 -$12.4K -12,435 -98%
MML Investors Services
47
MML Investors Services
Massachusetts
– -$227K -11,627 Closed
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
– -$77K -3,950 Closed
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