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Innovator S&P Investment Grade Preferred ETF
EPRF

Overview Fund Activity

51 hedge funds and large institutions have $59.4M invested in Innovator S&P Investment Grade Preferred ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
15
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$7.06M
2
SFS
2
Solitude Financial Services
Virginia
$2.15M
3
Jane Street
3
Jane Street
New York
$1.49M
4
Wells Fargo
4
Wells Fargo
California
$1.98M
5
WWM
5
WT Wealth Management
Arizona
$4.27M

Top Sellers

1
DWP
1
Destiny Wealth Partners
Florida
$46K
2
WFA
2
Websterrogers Financial Advisors
South Carolina
$1.75M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.92M
4
UBS Group
4
UBS Group
Switzerland
$2.36M
5
GEA
5
Glen Eagle Advisors
New Jersey
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
1
Beacon Pointe Advisors
California
$7.06M 324,630 +324,630 New
BA
2
Bivin & Associates
Oklahoma
$4.92M 226,227 +10,686 +5%
WWM
3
WT Wealth Management
Arizona
$4.27M 195,919 +51,687 +36%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.92M 134,066 +34,570 +35%
WPC
5
White Pine Capital
Minnesota
$2.75M 126,501 -1,909 -1%
RFWA
6
RPg Family Wealth Advisory
Massachusetts
$2.47M 113,074 +9,387 +9%
UBS Group
7
UBS Group
Switzerland
$2.36M 108,477 -53,245 -33%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.19M 100,866 +7,846 +8%
SFS
9
Solitude Financial Services
Virginia
$2.15M 98,801 +98,801 New
Wells Fargo
10
Wells Fargo
California
$1.98M 91,049 +67,773 +291%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.92M 88,164 -4,683 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.92M 88,070 -59,369 -40%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.9M 87,319 -41,440 -32%
WFA
14
Websterrogers Financial Advisors
South Carolina
$1.75M 80,368 -83,911 -51%
GEA
15
Glen Eagle Advisors
New Jersey
$1.67M 76,606 -50,693 -40%
LB
16
Legacy Bridge
Iowa
$1.65M 75,865 -250 -0.3%
Jane Street
17
Jane Street
New York
$1.49M 68,614 +68,614 New
SFI
18
SPC Financial Inc
Maryland
$1.32M 60,783 +3,825 +7%
Stifel Financial
19
Stifel Financial
Missouri
$1.14M 52,479 +10,397 +25%
LTI
20
Laffer Tengler Investments
Tennessee
$1.02M 46,773 +1,141 +3%
CFGS
21
Concourse Financial Group Securities
Alabama
$984K 45,060 +277 +0.6%
RJA
22
Raymond James & Associates
Florida
$924K 42,491 -2,070 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$907K 41,701 -19,138 -31%
CP
24
Camelot Portfolios
Ohio
$761K 34,996 -9,266 -21%
HWMA
25
Heritage Wealth Management (Arizona)
Arizona
$758K 34,865 +34,865 New
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