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Innovator S&P Investment Grade Preferred ETF

48 hedge funds and large institutions have $44.1M invested in Innovator S&P Investment Grade Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $38.9M → $44.1M (+$5.13M)

6.13% more ownership

Funds ownership: 31.02%37.16% (+6.1%)

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
51
GPS Wealth Strategies Group
Colorado
-$19K -1,034 Closed
NFSG
52
Newbridge Financial Services Group
Florida
-$6K -330 Closed
AA
53
Ancora Advisors
Ohio
-$3K -160 Closed

EPRF Hedge Fund Activity: Q4 2022 in Review

48 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q4 2022, worth a combined $44.1M — up 13% from $38.9M a quarter earlier.

Fund positioning in EPRF was balanced in Q4 2022: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $7.6M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $1.87M sold.

  • 48 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $44.1M of Innovator S&P Investment Grade Preferred ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 6 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q4 2022 and 6 closed out, a net change of 0 holders.
  • The largest Innovator S&P Investment Grade Preferred ETF buyer in Q4 2022 was Jane Street, an estimated $7.6M added.
  • The largest Innovator S&P Investment Grade Preferred ETF seller in Q4 2022 was Kestra Advisory Services, an estimated $1.87M sold.

Based on aggregated 13F filings for Q4 2022.