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Innovator S&P Investment Grade Preferred ETF
EPRF

Overview Fund Activity

49 hedge funds and large institutions have $77.8M invested in Innovator S&P Investment Grade Preferred ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 12 closing their positions.

Holders
49
Holders Change
-10
Holders Change %
-16.95%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
33
Reduced
8
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$4.91M
2
SIS
2
Sound Income Strategies
Florida
$2.39M
3
WPC
3
White Pine Capital
Minnesota
$2.97M
4
UBS Group
4
UBS Group
Switzerland
$4.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.25M

Top Sellers

1
SFI
1
SPC Financial Inc
Maryland
$1.22M
2
LB
2
Legacy Bridge
Iowa
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
BRWM
4
B. Riley Wealth Management
Tennessee
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.56M 355,572 +12,545 +4%
WWM
2
WT Wealth Management
Arizona
$5.2M 215,527 +646 +0.3%
DWP
3
Destiny Wealth Partners
Florida
$5.15M 213,907 +8,523 +4%
OMC
4
Old Mission Capital
Illinois
$4.91M 203,954 +180,186 +758%
UBS Group
5
UBS Group
Switzerland
$4.08M 169,605 +38,209 +29%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.93M 163,123 +12,683 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.92M 162,856 +25,015 +18%
WFA
8
Websterrogers Financial Advisors
South Carolina
$3.4M 141,350 +17,622 +14%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.18M 132,150 +4,176 +3%
WPC
10
White Pine Capital
Minnesota
$2.97M 123,324 +43,300 +54%
GEA
11
Glen Eagle Advisors
New Jersey
$2.65M 110,200 +21,714 +25%
RFWA
12
RPg Family Wealth Advisory
Massachusetts
$2.45M 101,345 +9,161 +10%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.42M 100,684 -12,705 -11%
SIS
14
Sound Income Strategies
Florida
$2.39M 99,049 +64,837 +190%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.25M 93,455 +32,733 +54%
LTI
16
Laffer Tengler Investments
Tennessee
$2.21M 91,716 -4,628 -5%
CFGS
17
Concourse Financial Group Securities
Alabama
$2.04M 84,289 +2,635 +3%
AA
18
AlphaMark Advisors
Kentucky
$1.79M 74,159 -1,680 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.36M 56,425 -10,139 -15%
HWMA
20
Heritage Wealth Management (Arizona)
Arizona
$1.27M 52,535 +5,821 +12%
SFI
21
SPC Financial Inc
Maryland
$1.22M 50,549 -440,932 -90%
RJA
22
Raymond James & Associates
Florida
$1.07M 44,529 +2,534 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.07M 44,558 +4,046 +10%
Stifel Financial
24
Stifel Financial
Missouri
$917K 38,088 +3,613 +10%
MML Investors Services
25
MML Investors Services
Massachusetts
$787K 32,687 +9,128 +39%
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