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Innovator S&P Investment Grade Preferred ETF

48 hedge funds and large institutions have $38.9M 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.

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
15
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.71M 251,727 +112,326 +81%
LPL Financial
2
LPL Financial
California
$4.38M 234,403 -11,031 -4%
SFS
3
Solitude Financial Services
Virginia
$2.69M 143,721 +36,227 +34%
Wells Fargo
4
Wells Fargo
California
$2.46M 131,303 -11,921 -8%
WPC
5
White Pine Capital
Minnesota
$2.29M 122,327 +3,233 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.26M 120,982 +6,568 +6%
KAS
7
Kestra Advisory Services
Texas
$1.87M 100,047 +1,880 +2%
WFA
8
Websterrogers Financial Advisors
South Carolina
$1.76M 94,102 +8,352 +10%
UBS Group
9
UBS Group
Switzerland
$1.66M 88,485 -6,594 -7%
Stifel Financial
10
Stifel Financial
Missouri
$1.51M 80,603 +4,895 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.42M 75,660 -2,882 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.39M 74,497 +10,177 +16%
RJA
13
Raymond James & Associates
Florida
$1.11M 59,465 -6,579 -10%
SFI
14
SPC Financial Inc
Maryland
$1.06M 56,465 +2,682 +5%
FCA
15
FinTrust Capital Advisors
South Carolina
$943K 51,580 +24,000 +87%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$704K 37,658 -48,496 -56%
DIM
17
Delta Investment Management
California
$660K 35,296 +2,064 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$629K 33,646 +7 +0%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$621K 33,185 -12,639 -28%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$525K 28,107 -267 -0.9%
IA
21
IFP Advisors
Florida
$502K 20,621 -63 -0.3%
CPIG
22
Chicago Partners Investment Group
Illinois
$429K 24,246 +449 +2%
CP
23
Camelot Portfolios
Ohio
$418K 22,356 -9,555 -30%
BPA
24
Beacon Pointe Advisors
California
$409K 21,788 -60,261 -73%
MFS
25
Madrona Financial Services
Washington
$385K 20,560