Innovator S&P Investment Grade Preferred ETF
EPRF
59 hedge funds and large institutions have $82.2M invested in Innovator S&P Investment Grade Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 8 closing their positions.
138% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 13
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
12% more capital invested
Capital invested by funds: $73.1M → $82.2M (+$9.05M)
5.01% more ownership
Funds ownership: 44.7% → 49.71% (+5%)
2% more funds holding
Funds holding: 58 → 59 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$4.31M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.58M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.41M |
| 4 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
+$956K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$929K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$3.35M |
| 2 |
WA1
Wimmer Associates 1
Pasadena,
California
|
-$2.55M |
| 3 |
Bank of New York Mellon
New York
|
-$1.12M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.02M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$708K |
EPRF Hedge Fund Activity: Q2 2021 in Review
59 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q2 2021, worth a combined $82.2M — up 12% from $73.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EPRF positions and 8 closed out — a net gain of 1 holder — while 31 added to existing stakes and 13 trimmed.
The largest buyer was SPC Financial Inc, adding an estimated $4.31M. The largest seller was Destiny Wealth Partners, cutting an estimated $3.35M.
- 59 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q2 2021, up from 58 in Q1 2021.
- Funds reported $82.2M of Innovator S&P Investment Grade Preferred ETF stock for Q2 2021, up 12% quarter-over-quarter.
- 9 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q2 2021 and 8 closed out, a net change of +1 holder.
- The largest Innovator S&P Investment Grade Preferred ETF buyer in Q2 2021 was SPC Financial Inc, an estimated $4.31M added.
- The largest Innovator S&P Investment Grade Preferred ETF seller in Q2 2021 was Destiny Wealth Partners, an estimated $3.35M sold.
Based on aggregated 13F filings for Q2 2021.