Innovator S&P Investment Grade Preferred ETF
EPRF
58 hedge funds and large institutions have $73.1M invested in Innovator S&P Investment Grade Preferred ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 9 reducing their positions, and 4 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 9
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
21% more capital invested
Capital invested by funds: $60.4M → $73.1M (+$12.8M)
9% more funds holding
Funds holding: 53 → 58 (+5)
8.53% more ownership
Funds ownership: 36.16% → 44.7% (+8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
+$3.33M |
| 2 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$3.06M |
| 3 |
WA1
Wimmer Associates 1
Pasadena,
California
|
+$2.54M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$2.81M |
| 2 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$2.36M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.36M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$341K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$308K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
51
Steward Partners Investment Advisory
New York
| $19.7K | – | – | – |
|
|
AIC
52
Ameritas Investment Company
Lincoln,
Nebraska
| $19.4K | +$19.3K | +800 | New |
|
|
APWA
53
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $15K | +$10K | +416 | +213% |
|
|
GWSG
54
GPS Wealth Strategies Group
Centennial,
Colorado
| $12K | +$12.6K | +524 | New |
|
55
Morgan Stanley
New York
| $10K | +$9.64K | +400 | New |
|
|
IAIM
56
International Assets Investment Management
Orlando,
Florida
| $8K | – | – | – |
|
|
PCG
57
Private Capital Group
West Hartford,
Connecticut
| $7K | – | – | – |
|
|
58
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$2.81M | -113,781 | Closed |
|
|
GI
59
Glovista Investments
Jersey City,
New Jersey
| – | -$2.36M | -95,721 | Closed |
|
|
OMC
60
Old Mission Capital
Chicago,
Illinois
| – | -$341K | -13,814 | Closed |
|
|
FFN
61
Focus Financial Network
Minneapolis,
Minnesota
| – | -$223K | -8,965 | Closed |
|
EPRF Hedge Fund Activity: Q1 2021 in Review
58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q1 2021, worth a combined $73.1M — up 21% from $60.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EPRF positions and 4 closed out — a net gain of 5 holders — while 33 added to existing stakes and 9 trimmed.
The largest buyer was WT Wealth Management, adding an estimated $3.33M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $2.81M sold.
- 58 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q1 2021, up from 53 in Q4 2020.
- Funds reported $73.1M of Innovator S&P Investment Grade Preferred ETF stock for Q1 2021, up 21% quarter-over-quarter.
- 9 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q1 2021 and 4 closed out, a net change of +5 holders.
- The largest Innovator S&P Investment Grade Preferred ETF buyer in Q1 2021 was WT Wealth Management, an estimated $3.33M added.
- The largest Innovator S&P Investment Grade Preferred ETF seller in Q1 2021 was Mirae Asset Global Investments, an estimated $2.81M sold.
Based on aggregated 13F filings for Q1 2021.