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Innovator S&P Investment Grade Preferred ETF

54 hedge funds and large institutions have $67.8M invested in Innovator S&P Investment Grade Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
20
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DWP
1
Destiny Wealth Partners
Florida
$8.38M 349,920 +136,013 +64%
BA
2
Bivin & Associates
Oklahoma
$5.16M 215,541 +215,541 New
WFA
3
Websterrogers Financial Advisors
South Carolina
$3.93M 164,279 +22,929 +16%
UBS Group
4
UBS Group
Switzerland
$3.87M 161,722 -7,883 -5%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.53M 147,439 -15,684 -10%
WWM
6
WT Wealth Management
Arizona
$3.46M 144,232 -71,295 -33%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.08M 128,759 -3,391 -3%
WPC
8
White Pine Capital
Minnesota
$3.07M 128,410 +5,086 +4%
GEA
9
Glen Eagle Advisors
New Jersey
$3.05M 127,299 +17,099 +16%
RFWA
10
RPg Family Wealth Advisory
Massachusetts
$2.49M 103,687 +2,342 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.38M 99,496 +6,041 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.23M 93,020 -69,836 -43%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.22M 92,847 -7,837 -8%
LB
14
Legacy Bridge
Iowa
$1.82M 76,115 +76,115 New
AA
15
AlphaMark Advisors
Kentucky
$1.6M 66,675 -7,484 -10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.46M 60,839 +4,414 +8%
OMC
17
Old Mission Capital
Illinois
$1.45M 60,484 -143,470 -70%
SFI
18
SPC Financial Inc
Maryland
$1.36M 56,958 +6,409 +13%
LTI
19
Laffer Tengler Investments
Tennessee
$1.09M 45,632 -46,084 -50%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.08M 45,281 +723 +2%
CFGS
21
Concourse Financial Group Securities
Alabama
$1.08M 44,783 -39,506 -47%
RJA
22
Raymond James & Associates
Florida
$1.07M 44,561 +32 +0.1%
CP
23
Camelot Portfolios
Ohio
$1.06M 44,262 +15,830 +56%
Stifel Financial
24
Stifel Financial
Missouri
$1.01M 42,082 +3,994 +10%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$773K 32,285 +32,285 New