Innovator S&P Investment Grade Preferred ETF
EPRF
37 hedge funds and large institutions have $27.5M invested in Innovator S&P Investment Grade Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
10% more capital invested
Capital invested by funds: $24.9M → $27.5M (+$2.59M)
3.74% more ownership
Funds ownership: 27.93% → 31.66% (+3.7%)
3% more funds holding
Funds holding: 36 → 37 (+1)
47% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.9M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$708K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$443K |
| 4 |
LPL Financial
San Diego,
California
|
+$429K |
| 5 |
WFA
Websterrogers Financial Advisors
Florence,
South Carolina
|
+$54.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$447K |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$233K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$200K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$161K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
AE Wealth Management
Topeka,
Kansas
| $21.9K | – | – | – |
|
|
HCM
27
Horrell Capital Management
Little Rock,
Arkansas
| $18K | – | – | – |
|
|
NL
28
NVWM LLC
Yardley,
Pennsylvania
| $8.1K | -$2.36K | -130 | -23% |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $8.08K | -$3.98K | -219 | -33% |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $2.83K | +$2.81K | +155 | New |
|
|
BTI
31
Blue Trust Inc
Alpharetta,
Georgia
| $2.43K | +$2.42K | +133 | New |
|
|
32
Wells Fargo
San Francisco,
California
| $2.3K | -$131K | -7,212 | -98% |
|
|
DAM
33
Delta Asset Management
Memphis,
Tennessee
| $1.68K | – | – | – |
|
|
SIS
34
Sound Income Strategies
Ft Lauderdale,
Florida
| $815 | -$54 | -3 | -6% |
|
|
DFA
35
DHJJ Financial Advisors
Naperville,
Illinois
| $805 | – | – | – |
|
36
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $73 | +$73 | +4 | New |
|
|
WANY
37
Wealthspire Advisors (New York)
New York
| $17 | +$18 | +1 | New |
|
|
38
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$233K | -13,198 | Closed |
|
|
AAS
39
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$3.53K | -200 | Closed |
|
EPRF Hedge Fund Activity: Q3 2025 in Review
37 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q3 2025, worth a combined $27.5M — up 10% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EPRF positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 17 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.9M. The largest seller was Jane Street, cutting an estimated $447K.
- 37 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q3 2025, up from 36 in Q2 2025.
- Funds reported $27.5M of Innovator S&P Investment Grade Preferred ETF stock for Q3 2025, up 10% quarter-over-quarter.
- 5 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q3 2025 and 2 closed out, a net change of +3 holders.
- The largest Innovator S&P Investment Grade Preferred ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $1.9M added.
- The largest Innovator S&P Investment Grade Preferred ETF seller in Q3 2025 was Jane Street, an estimated $447K sold.
Based on aggregated 13F filings for Q3 2025.