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Innovator S&P Investment Grade Preferred ETF
EPRF

Overview Fund Activity

54 hedge funds and large institutions have $67.8M invested in Innovator S&P Investment Grade Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
20
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWP
1
Destiny Wealth Partners
Florida
$8.38M
2
LB
2
Legacy Bridge
Iowa
$1.82M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$773K
4
WFA
4
Websterrogers Financial Advisors
South Carolina
$3.93M
5
MFS
5
Madrona Financial Services
Washington
$492K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
OMC
2
Old Mission Capital
Illinois
$1.45M
3
SIS
3
Sound Income Strategies
Florida
$0
4
WWM
4
WT Wealth Management
Arizona
$3.46M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
51
Private Capital Group
Connecticut
$7K – – –
C
52
Covestor
United Kingdom
$5K +$5K +202 New
HI
53
Harbour Investments
Wisconsin
$2K +$2K +81 New
LPL Financial
54
LPL Financial
California
– -$8.56M -355,572 Closed
SIS
55
Sound Income Strategies
Florida
– -$2.39M -99,049 Closed
CWM
56
Cornerstone Wealth Management
Missouri
– -$247K -10,262 Closed
GRP
57
Global Retirement Partners
California
– -$99K -4,097 Closed
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