Innovator S&P Investment Grade Preferred ETF
EPRF
33 hedge funds and large institutions have $23.1M invested in Innovator S&P Investment Grade Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 6 closing their positions.
1.11% less ownership
Funds ownership: 31.66% → 30.55% (-1.1%)
11% less funds holding
Funds holding: 37 → 33 (-4)
16% less capital invested
Capital invested by funds: $27.5M → $23.1M (-$4.33M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$519K |
| 2 |
AC
AlphaCore Capital
La Jolla,
California
|
+$419K |
| 3 |
HF
HRT Financial
New York
|
+$201K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$193K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$188K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.72M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$664K |
| 3 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$347K |
| 4 |
Jane Street
New York
|
-$244K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$213K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
AE Wealth Management
Topeka,
Kansas
| $21.1K | – | – | – |
|
|
NL
27
NVWM LLC
Yardley,
Pennsylvania
| $7.79K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $7.78K | – | – | – |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2.38K | +$2.34K | +131 | +3,275% |
|
|
DAM
30
Delta Asset Management
Memphis,
Tennessee
| $1.62K | – | – | – |
|
|
SIS
31
Sound Income Strategies
Ft Lauderdale,
Florida
| $811 | – | – | – |
|
|
DFA
32
DHJJ Financial Advisors
Naperville,
Illinois
| $774 | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $9 | -$2.24K | -125 | -99% |
|
|
34
Jane Street
New York
| – | -$244K | -13,367 | Closed |
|
|
35
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$213K | -11,645 | Closed |
|
|
HCM
36
Horrell Capital Management
Little Rock,
Arkansas
| – | -$18K | -985 | Closed |
|
|
HI
37
Harbour Investments
Madison,
Wisconsin
| – | -$2.83K | -155 | Closed |
|
|
BTI
38
Blue Trust Inc
Alpharetta,
Georgia
| – | -$2.43K | -133 | Closed |
|
|
WANY
39
Wealthspire Advisors (New York)
New York
| – | -$17 | -1 | Closed |
|
EPRF Hedge Fund Activity: Q4 2025 in Review
33 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q4 2025, worth a combined $23.1M — down 16% from $27.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EPRF and 4 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 8 added.
The largest buyer was Susquehanna International Group, adding an estimated $519K. The largest seller was Royal Bank of Canada, cutting an estimated $2.72M.
- 33 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q4 2025, down from 37 in Q3 2025.
- Funds reported $23.1M of Innovator S&P Investment Grade Preferred ETF stock for Q4 2025, down 16% quarter-over-quarter.
- 4 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q4 2025 and 6 closed out, a net change of -2 holders.
- The largest Innovator S&P Investment Grade Preferred ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $519K added.
- The largest Innovator S&P Investment Grade Preferred ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $2.72M sold.
Based on aggregated 13F filings for Q4 2025.