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Innovator S&P Investment Grade Preferred ETF

53 hedge funds and large institutions have $60.4M invested in Innovator S&P Investment Grade Preferred ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+17
Holders Change %
+47.22%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
25
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFI
1
SPC Financial Inc
Maryland
$6.18M 249,660 +249,660 New
DWP
2
Destiny Wealth Partners
Florida
$5.35M 216,072 +216,072 New
Osaic Holdings
3
Osaic Holdings
Arizona
$4.29M 173,388 +30,164 +21%
LPL Financial
4
LPL Financial
California
$3.57M 144,196 +64,882 +82%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.11M 125,539 +125,539 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.89M 116,590 +5,678 +5%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$2.82M 113,781 +30,561 +37%
Stifel Financial
8
Stifel Financial
Missouri
$2.55M 103,083 +14,357 +16%
GI
9
Glovista Investments
New Jersey
$2.36M 95,721 +95,721 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.35M 94,781 +52,732 +125%
LTI
11
Laffer Tengler Investments
Tennessee
$2.31M 93,711 +16,717 +22%
WFA
12
Websterrogers Financial Advisors
South Carolina
$1.74M 71,565 +71,565 New
CFGS
13
Concourse Financial Group Securities
Alabama
$1.69M 67,920 +944 +1%
LB
14
Legacy Bridge
Iowa
$1.58M 63,735 +615 +1%
AA
15
AlphaMark Advisors
Kentucky
$1.32M 53,224 +24,214 +83%
RJA
16
Raymond James & Associates
Florida
$1.29M 52,022 +5,219 +11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.24M 50,238 +20,955 +72%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.13M 45,478 +45,478 New
WPC
19
White Pine Capital
Minnesota
$1.04M 42,115 +5,560 +15%
MML Investors Services
20
MML Investors Services
Massachusetts
$1M 40,475 -8,719 -18%
WWM
21
WT Wealth Management
Arizona
$932K 37,606 +26,087 +226%
DIM
22
Delta Investment Management
California
$766K 30,983 +30,983 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$765K 30,922 +9,608 +45%
GEA
24
Glen Eagle Advisors
New Jersey
$757K 30,593 +16,986 +125%
UBS Group
25
UBS Group
Switzerland
$747K 30,175 +26,675 +762%