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Innovator S&P Investment Grade Preferred ETF

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.

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
31
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFI
1
SPC Financial Inc
Maryland
$12M 491,481 +177,044 +56%
LPL Financial
2
LPL Financial
California
$8.4M 343,027 +105,774 +45%
WWM
3
WT Wealth Management
Arizona
$5.28M 214,881 +39,237 +22%
DWP
4
Destiny Wealth Partners
Florida
$5.03M 205,384 -137,541 -40%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.69M 150,440 -41,897 -22%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.38M 137,841 +19,367 +16%
UBS Group
7
UBS Group
Switzerland
$3.22M 131,396 +5,740 +5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.13M 127,974 +15,120 +13%
WFA
9
Websterrogers Financial Advisors
South Carolina
$3.01M 123,728 +30,808 +33%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.78M 113,389 -29,075 -20%
LTI
11
Laffer Tengler Investments
Tennessee
$2.36M 96,344 +2,701 +3%
RFWA
12
RPg Family Wealth Advisory
Massachusetts
$2.27M 92,184 +92,184 New
GEA
13
Glen Eagle Advisors
New Jersey
$2.17M 88,486 +25,448 +40%
CFGS
14
Concourse Financial Group Securities
Alabama
$2.01M 81,654 +8,342 +11%
LB
15
Legacy Bridge
Iowa
$1.96M 79,835 +16,100 +25%
WPC
16
White Pine Capital
Minnesota
$1.95M 80,024 +30,874 +63%
AA
17
AlphaMark Advisors
Kentucky
$1.86M 75,839 +9,119 +14%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.63M 66,564 +10,143 +18%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.49M 60,722 +57,886 +2,041%
HWMA
20
Heritage Wealth Management (Arizona)
Arizona
$1.14M 46,714 +9,280 +25%
RJA
21
Raymond James & Associates
Florida
$1.03M 41,995 +2,753 +7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$992K 40,512 +3,179 +9%
FTUS
23
Flow Traders U.S.
New York
$933K 38,106 +38,106 New
Stifel Financial
24
Stifel Financial
Missouri
$844K 34,475 -12,146 -26%
SIS
25
Sound Income Strategies
Florida
$838K 34,212 +21,606 +171%