Innovator S&P Investment Grade Preferred ETF
EPRF
12 hedge funds and large institutions have $4.91M invested in Innovator S&P Investment Grade Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
10% more capital inflows, than outflows
Capital inflows: $875K | Capital outflows: $794K
9% more funds holding
Funds holding: 11 → 12 (+1)
1.23% less ownership
Funds ownership: 26.55% → 25.32% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Allied Advisory Services
San Diego,
California
|
+$837K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$23.1K |
| 3 |
Chicago Partners Investment Group
Chicago,
Illinois
|
+$7.5K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.26K |
| 5 |
Advisor Group
Phoenix,
Arizona
|
+$121 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$658K |
| 2 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$70.7K |
| 3 |
LPL Financial
San Diego,
California
|
-$64.4K |
| 4 |
Global Retirement Partners
San Rafael,
California
|
-$653 |
EPRF Hedge Fund Activity: Q4 2019 in Review
12 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q4 2019, worth a combined $4.91M — up 1.6% from $4.84M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EPRF positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was First Allied Advisory Services, adding an estimated $837K. The largest seller was Jane Street, exiting entirely with an estimated $658K sold.
- 12 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q4 2019, up from 11 in Q3 2019.
- Funds reported $4.91M of Innovator S&P Investment Grade Preferred ETF stock for Q4 2019, up 1.6% quarter-over-quarter.
- 2 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q4 2019 and 1 closed out, a net change of +1 holder.
- The largest Innovator S&P Investment Grade Preferred ETF buyer in Q4 2019 was First Allied Advisory Services, an estimated $837K added.
- The largest Innovator S&P Investment Grade Preferred ETF seller in Q4 2019 was Jane Street, an estimated $658K sold.
Based on aggregated 13F filings for Q4 2019.