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Innovator S&P Investment Grade Preferred ETF

43 hedge funds and large institutions have $35.4M invested in Innovator S&P Investment Grade Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
26
J.W. Cole Advisors
Florida
$206K -$1.62K -87 -0.8%
BPA
27
Beacon Pointe Advisors
California
$190K -$30K -1,617 -14%
GEA
28
Glen Eagle Advisors
New Jersey
$189K -$9.45K -509 -5%
CFGS
29
Concourse Financial Group Securities
Alabama
$77.7K -$6.36K -341 -8%
BAM
30
Belpointe Asset Management
Nevada
$75.6K
HCM
31
Horrell Capital Management
Arkansas
$22K
GWSG
32
GPS Wealth Strategies Group
Colorado
$19.2K +$19.2K +1,034 New
AF
33
Advisornet Financial
Minnesota
$18.6K
AA
34
AlphaMark Advisors
Kentucky
$16K +$16K +850 New
GRP
35
Global Retirement Partners
California
$13.4K
Bank of America
36
Bank of America
North Carolina
$7.15K
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$6.17K
HI
38
Harbour Investments
Wisconsin
$5.48K +$3.97K +214 +264%
AAS
39
Ameritas Advisory Services
Nebraska
$3.79K +$3.79K +200 New
Morgan Stanley
40
Morgan Stanley
New York
$3.71K
DAM
41
Delta Asset Management
Tennessee
$1.71K
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$491 -$10 -524 -2%
NL
43
NVWM LLC
Pennsylvania
$19
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$933K -51,706 Closed
EWM
45
Executive Wealth Management
Michigan
-$229K -12,672 Closed
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
-$189K -10,451 Closed
DWP
47
Destiny Wealth Partners
Florida
-$38.2K -2,116 Closed
ADL
48
Asset Dedication LLC
California
-$7K -369 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
-$36 -2 Closed