Innovator S&P Investment Grade Preferred ETF
EPRF
49 hedge funds and large institutions have $43.9M invested in Innovator S&P Investment Grade Preferred ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more ownership
Funds ownership: 33.94% → 33.94% (+0%)
4% less funds holding
Funds holding: 51 → 49 (-2)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
40% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 20
49% less capital inflows, than outflows
Capital inflows: $11.1M | Capital outflows: $21.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.92M |
| 2 |
Kestra Advisory Services
Austin,
Texas
|
+$1.97M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.05M |
| 4 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
+$553K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$528K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Beacon Pointe Advisors
Newport Beach,
California
|
-$4.87M |
| 2 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$4.27M |
| 3 |
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$2.47M |
| 4 |
LB
Legacy Bridge
West Des Moines,
Iowa
|
-$1.65M |
| 5 |
Jane Street
New York
|
-$1.49M |
EPRF Hedge Fund Activity: Q2 2022 in Review
49 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q2 2022, worth a combined $43.9M — down 26% from $59.4M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of EPRF and 8 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 12 added.
The largest buyer was LPL Financial, opening a new position worth an estimated $4.92M. The largest seller was Beacon Pointe Advisors, cutting an estimated $4.87M.
- 49 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q2 2022, down from 51 in Q1 2022.
- Funds reported $43.9M of Innovator S&P Investment Grade Preferred ETF stock for Q2 2022, down 26% quarter-over-quarter.
- 8 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q2 2022 and 10 closed out, a net change of -2 holders.
- The largest Innovator S&P Investment Grade Preferred ETF buyer in Q2 2022 was LPL Financial, an estimated $4.92M added.
- The largest Innovator S&P Investment Grade Preferred ETF seller in Q2 2022 was Beacon Pointe Advisors, an estimated $4.87M sold.
Based on aggregated 13F filings for Q2 2022.