Innovator S&P Investment Grade Preferred ETF
EPRF
48 hedge funds and large institutions have $39.2M invested in Innovator S&P Investment Grade Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 3 closing their positions.
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
2% less funds holding
Funds holding: 49 → 48 (-1)
2.92% less ownership
Funds ownership: 33.94% → 31.02% (-2.9%)
11% less capital invested
Capital invested by funds: $43.9M → $39.2M (-$4.73M)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.24M |
| 2 |
SFS
Solitude Financial Services
Charlottesville,
Virginia
|
+$724K |
| 3 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
+$479K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$411K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.2M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$969K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$252K |
| 4 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$248K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$238K |
EPRF Hedge Fund Activity: Q3 2022 in Review
48 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q3 2022, worth a combined $39.2M — down 11% from $43.9M a quarter earlier.
Fund positioning in EPRF was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 18 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.24M. The largest seller was Beacon Pointe Advisors, cutting an estimated $1.2M.
- 48 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q3 2022, down from 49 in Q2 2022.
- Funds reported $39.2M of Innovator S&P Investment Grade Preferred ETF stock for Q3 2022, down 11% quarter-over-quarter.
- 3 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q3 2022 and 3 closed out, a net change of 0 holders.
- The largest Innovator S&P Investment Grade Preferred ETF buyer in Q3 2022 was Royal Bank of Canada, an estimated $2.24M added.
- The largest Innovator S&P Investment Grade Preferred ETF seller in Q3 2022 was Beacon Pointe Advisors, an estimated $1.2M sold.
Based on aggregated 13F filings for Q3 2022.