Innovator S&P Investment Grade Preferred ETF
EPRF
43 hedge funds and large institutions have $35.9M invested in Innovator S&P Investment Grade Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 6 closing their positions.
5.78% less ownership
Funds ownership: 37.16% → 31.38% (-5.8%)
10% less funds holding
Funds holding: 48 → 43 (-5)
47% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 19
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
96% less capital inflows, than outflows
Capital inflows: $448K | Capital outflows: $10M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Solitude Financial Services
Charlottesville,
Virginia
|
+$146K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$77K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$63.5K |
| 4 |
Camelot Portfolios
Maumee,
Ohio
|
+$49K |
| 5 |
LPL Financial
San Diego,
California
|
+$35.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.59M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$933K |
| 3 |
Executive Wealth Management
Brighton,
Michigan
|
-$229K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$197K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$189K |
EPRF Hedge Fund Activity: Q1 2023 in Review
43 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q1 2023, worth a combined $35.9M — down 19% from $44.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EPRF and 3 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 10 added.
The largest buyer was Solitude Financial Services, adding an estimated $146K. The largest seller was Jane Street, cutting an estimated $7.59M.
- 43 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q1 2023, down from 48 in Q4 2022.
- Funds reported $35.9M of Innovator S&P Investment Grade Preferred ETF stock for Q1 2023, down 19% quarter-over-quarter.
- 3 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q1 2023 and 6 closed out, a net change of -3 holders.
- The largest Innovator S&P Investment Grade Preferred ETF buyer in Q1 2023 was Solitude Financial Services, an estimated $146K added.
- The largest Innovator S&P Investment Grade Preferred ETF seller in Q1 2023 was Jane Street, an estimated $7.59M sold.
Based on aggregated 13F filings for Q1 2023.