EPRF icon

Innovator S&P Investment Grade Preferred ETF
EPRF

Overview Fund Activity

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.

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
33
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
WT Wealth Management
Arizona
$4.26M
2
DWP
2
Destiny Wealth Partners
Florida
$8.31M
3
WA1
3
Wimmer Associates 1
California
$2.55M
4
UBS Group
4
UBS Group
Switzerland
$3.04M
5
LPL Financial
5
LPL Financial
California
$5.75M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
GI
2
Glovista Investments
New Jersey
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$1.13M
4
OMC
4
Old Mission Capital
Illinois
$0
5
RJA
5
Raymond James & Associates
Florida
$950K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
1
Destiny Wealth Partners
Florida
$8.31M +$3.07M +126,853 +59%
SFI
2
SPC Financial Inc
Maryland
$7.62M +$1.57M +64,777 +26%
LPL Financial
3
LPL Financial
California
$5.75M +$2.25M +93,057 +65%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.66M +$459K +18,949 +11%
WWM
5
WT Wealth Management
Arizona
$4.26M +$3.34M +138,038 +367%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.45M +$410K +16,925 +13%
UBS Group
7
UBS Group
Switzerland
$3.04M +$2.31M +95,481 +316%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.87M +$45.6K +1,884 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.73M +$438K +18,073 +19%
WA1
10
Wimmer Associates 1
California
$2.55M +$2.55M +105,317 New
LTI
11
Laffer Tengler Investments
Tennessee
$2.27M -$1.65K -68 -0.1%
WFA
12
Websterrogers Financial Advisors
South Carolina
$2.25M +$517K +21,355 +30%
CFGS
13
Concourse Financial Group Securities
Alabama
$1.78M +$131K +5,392 +8%
AA
14
AlphaMark Advisors
Kentucky
$1.62M +$327K +13,496 +25%
GEA
15
Glen Eagle Advisors
New Jersey
$1.56M +$802K +32,445 +106%
LB
16
Legacy Bridge
Iowa
$1.54M – – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.37M +$150K +6,183 +12%
WPC
18
White Pine Capital
Minnesota
$1.19M +$170K +7,035 +17%
Stifel Financial
19
Stifel Financial
Missouri
$1.13M -$1.37M -56,462 -55%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.12M +$18.9K +780 +2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.07M +$324K +13,369 +43%
RJA
22
Raymond James & Associates
Florida
$950K -$309K -12,780 -25%
HWMA
23
Heritage Wealth Management (Arizona)
Arizona
$907K +$907K +37,434 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$904K +$229K +9,444 +34%
DIM
25
Delta Investment Management
California
$889K +$139K +5,741 +19%
1
2 3