Innovator S&P Investment Grade Preferred ETF
EPRF
EPRF
38 hedge funds and large institutions have $31.9M invested in Innovator S&P Investment Grade Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
JWCA
26
J.W. Cole Advisors
Tampa,
Florida
| $201K | +$535 | +29 | +0.3% |
|
|
GEA
27
Glen Eagle Advisors
Kingston,
New Jersey
| $121K | -$24.9K | -1,348 | -17% |
|
28
Morgan Stanley
New York
| $73.1K | +$4.61K | +250 | +7% |
|
|
HCM
29
Horrell Capital Management
Little Rock,
Arkansas
| $22K | – | – | – |
|
|
ADL
30
Asset Dedication LLC
San Francisco,
California
| $15.2K | +$15.2K | +822 | New |
|
|
AA
31
AlphaMark Advisors
Ft. Wright,
Kentucky
| $11K | – | – | – |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $9.5K | -$31.8K | -1,725 | -77% |
|
|
IAIM
33
International Assets Investment Management
Orlando,
Florida
| $5.61K | +$5.61K | +304 | New |
|
|
SIS
34
Sound Income Strategies
Ft Lauderdale,
Florida
| $3.38K | -$4.94K | -268 | -59% |
|
|
DAM
35
Delta Asset Management
Memphis,
Tennessee
| $1.7K | – | – | – |
|
|
DFA
36
DHJJ Financial Advisors
Naperville,
Illinois
| $812 | – | – | – |
|
|
CPA
37
Clear Point Advisors
Melville,
New York
| $212 | – | – | – |
|
|
NL
38
NVWM LLC
Yardley,
Pennsylvania
| $19 | – | – | – |
|
39
Wells Fargo
San Francisco,
California
| $4 | -$13 | -1 | Closed |
|