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Innovator S&P Investment Grade Preferred ETF

38 hedge funds and large institutions have $25.2M invested in Innovator S&P Investment Grade Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$65K -$133K -7,091 -67%
IA
27
IFP Advisors
Florida
$43K -$158K -8,458 -79%
CFGS
28
Concourse Financial Group Securities
Alabama
$26.2K +$26.2K +1,400 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$24.4K +$24.4K +1,290 New
HCM
30
Horrell Capital Management
Arkansas
$22K
AA
31
AlphaMark Advisors
Kentucky
$11K -$4.58K -250 -29%
SIS
32
Sound Income Strategies
Florida
$9.75K -$1.04K -56 -10%
Morgan Stanley
33
Morgan Stanley
New York
$7.52K +$3.76K +201 +100%
GRP
34
Global Retirement Partners
California
$3.74K -$5.62K -300 -60%
DAM
35
Delta Asset Management
Tennessee
$1.71K
DFA
36
DHJJ Financial Advisors
Illinois
$820
CPA
37
Clear Point Advisors
New York
$208 +$208 +11 New
NL
38
NVWM LLC
Pennsylvania
$19
Wells Fargo
39
Wells Fargo
California
$4 -$5
Goldman Sachs
40
Goldman Sachs
New York
-$1.76M -100,100 Closed
Citadel Advisors
41
Citadel Advisors
Florida
-$1.32M -74,875 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$648K -36,814 Closed
GS
43
GTS Securities
New York
-$602K -34,157 Closed
AF
44
Advisornet Financial
Minnesota
-$8.81K -500 Closed
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
-$8.81K -500 Closed
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
-$5.77K -332 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
-$18 -1 Closed