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Innovator S&P Investment Grade Preferred ETF
EPRF

Overview Fund Activity

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.

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
12
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.79M
2
KAS
2
Kestra Advisory Services
Texas
$1.92M
3
Wells Fargo
3
Wells Fargo
California
$2.8M
4
FCA
4
FinTrust Capital Advisors
South Carolina
$563K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.24M

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$1.6M
2
WWM
2
WT Wealth Management
Arizona
$0
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$0
4
LB
4
Legacy Bridge
Iowa
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.79M 245,434 +245,434 New
BA
2
Bivin & Associates
Oklahoma
$3.97M 203,449 -22,778 -10%
Wells Fargo
3
Wells Fargo
California
$2.8M 143,224 +52,175 +57%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.72M 139,401 +5,335 +4%
WPC
5
White Pine Capital
Minnesota
$2.33M 119,094 -7,407 -6%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.24M 114,414 +26,344 +30%
SFS
7
Solitude Financial Services
Virginia
$2.1M 107,494 +8,693 +9%
KAS
8
Kestra Advisory Services
Texas
$1.92M 98,167 +98,167 New
UBS Group
9
UBS Group
Switzerland
$1.86M 95,079 -13,398 -12%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.68M 86,154 -2,010 -2%
WFA
11
Websterrogers Financial Advisors
South Carolina
$1.68M 85,750 +5,382 +7%
BPA
12
Beacon Pointe Advisors
California
$1.6M 82,049 -242,581 -75%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.53M 78,542 -8,777 -10%
Stifel Financial
14
Stifel Financial
Missouri
$1.48M 75,708 +23,229 +44%
RJA
15
Raymond James & Associates
Florida
$1.29M 66,044 +23,553 +55%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.26M 64,320 -36,546 -36%
SFI
17
SPC Financial Inc
Maryland
$1.05M 53,783 -7,000 -12%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$895K 45,824 +24,701 +117%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$657K 33,639 -8,062 -19%
DIM
20
Delta Investment Management
California
$649K 33,232 +407 +1%
CP
21
Camelot Portfolios
Ohio
$623K 31,911 -3,085 -9%
FCA
22
FinTrust Capital Advisors
South Carolina
$563K 27,580 +27,580 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$554K 28,374 -294 -1%
IA
24
IFP Advisors
Florida
$503K 20,684 – –
CPIG
25
Chicago Partners Investment Group
Illinois
$495K 23,797 +211 +0.9%
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