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Innovator S&P Investment Grade Preferred ETF
EPRF

Overview Fund Activity

42 hedge funds and large institutions have $34.9M invested in Innovator S&P Investment Grade Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.58M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$322K
3
SFS
Solitude Financial Services
Virginia
$3.2M
4
AWS
Atria Wealth Solutions
New York
$195K
5
Stifel Financial
Stifel Financial
Missouri
$1.54M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$266K
2
WPC
White Pine Capital
Minnesota
$1.28M
3
BPA
Beacon Pointe Advisors
California
$0
4
LTI
Laffer Tengler Investments
Tennessee
$571K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$218K – – –
GEA
27
Glen Eagle Advisors
New Jersey
$206K +$18.7K +1,018 +10%
JWCA
28
J.W. Cole Advisors
Florida
$204K +$477 +26 +0.2%
IA
29
IFP Advisors
Florida
$201K +$37 +2 +0%
AWS
30
Atria Wealth Solutions
New York
$195K +$195K +10,572 New
CFGS
31
Concourse Financial Group Securities
Alabama
$71.5K -$5.25K -285 -7%
HCM
32
Horrell Capital Management
Arkansas
$22K – – –
GWSG
33
GPS Wealth Strategies Group
Colorado
$19K – – –
AA
34
AlphaMark Advisors
Kentucky
$16K – – –
GRP
35
Global Retirement Partners
California
$15.6K +$1.83K +100 +13%
AF
36
Advisornet Financial
Minnesota
$9.17K -$9.17K -500 -50%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$9.17K +$9.17K +500 New
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$6.09K – – –
HI
39
Harbour Investments
Wisconsin
$5.41K – – –
Morgan Stanley
40
Morgan Stanley
New York
$3.67K – – –
DAM
41
Delta Asset Management
Tennessee
$1.69K – – –
NL
42
NVWM LLC
Pennsylvania
$18 – – –
BPA
43
Beacon Pointe Advisors
California
– -$190K -10,211 Closed
BAM
44
Belpointe Asset Management
Nevada
– -$75.6K -4,069 Closed
Bank of America
45
Bank of America
North Carolina
– -$7.15K -385 Closed
AAS
46
Ameritas Advisory Services
Nebraska
– -$3.79K -200 Closed
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