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Innovator S&P Investment Grade Preferred ETF

48 hedge funds and large institutions have $44.1M invested in Innovator S&P Investment Grade Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LMKC
26
L.M. Kohn & Company
Ohio
$319K +$39.1K +2,165 +14%
EWM
27
Executive Wealth Management
Michigan
$229K +$224K +12,435 +5,247%
CA
28
Cetera Advisors
Colorado
$219K +$30.7K +1,700 +16%
BPA
29
Beacon Pointe Advisors
California
$213K -$180K -9,960 -46%
JWCA
30
J.W. Cole Advisors
Florida
$202K -$83.2K -4,612 -29%
GEA
31
Glen Eagle Advisors
New Jersey
$193K -$86.3K -4,785 -31%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$189K -$184K -10,150 -49%
CFGS
33
Concourse Financial Group Securities
Alabama
$81.6K -$3.46K -191 -4%
BAM
34
Belpointe Asset Management
Nevada
$73.4K -$40.3K -2,234 -35%
DWP
35
Destiny Wealth Partners
Florida
$38.2K
HCM
36
Horrell Capital Management
Arkansas
$21K
AF
37
Advisornet Financial
Minnesota
$18K
GRP
38
Global Retirement Partners
California
$13.5K
ADL
39
Asset Dedication LLC
California
$7K +$7K +369 New
Bank of America
40
Bank of America
North Carolina
$6.95K +$6.95K +385 New
HWMA
41
Heritage Wealth Management (Arizona)
Arizona
$6.82K +$3.41K +189 +100%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$5.99K -$10.5K -584 -64%
Morgan Stanley
43
Morgan Stanley
New York
$3.61K
DAM
44
Delta Asset Management
Tennessee
$1.66K +$1.66K +92 New
HI
45
Harbour Investments
Wisconsin
$1.46K
CA
46
CoreCap Advisors
Michigan
$36 +$36 +2 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$36 +$36 +2 New
NL
48
NVWM LLC
Pennsylvania
$18
KAS
49
Kestra Advisory Services
Texas
-$1.87M -100,047 Closed
AA
50
AlphaMark Advisors
Kentucky
-$29K -1,550 Closed