EPRF icon

Innovator S&P Investment Grade Preferred ETF

43 hedge funds and large institutions have $35.4M 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.

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
19
Closed
6
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
$4.31M 232,277 -3,019 -1%
LPL Financial
2
LPL Financial
California
$4.29M 230,921 +1,834 +0.8%
SFS
3
Solitude Financial Services
Virginia
$2.98M 160,537 +7,592 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.64M 142,218 +4,005 +3%
Wells Fargo
5
Wells Fargo
California
$2.41M 129,904 +3,305 +3%
WPC
6
White Pine Capital
Minnesota
$1.8M 96,768 -5,000 -5%
WFA
7
Websterrogers Financial Advisors
South Carolina
$1.51M 81,335 -6,653 -8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.5M 80,561 -2,893 -3%
Stifel Financial
9
Stifel Financial
Missouri
$1.46M 78,367 -1,931 -2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.4M 75,306 -10,261 -12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.35M 72,637 -2,269 -3%
UBS Group
12
UBS Group
Switzerland
$1.34M 72,346 -7,134 -9%
SFI
13
SPC Financial Inc
Maryland
$1.02M 54,948 +583 +1%
FCA
14
FinTrust Capital Advisors
South Carolina
$931K 51,580
RJA
15
Raymond James & Associates
Florida
$914K 49,212 +306 +0.6%
CP
16
Camelot Portfolios
Ohio
$862K 46,425 +2,551 +6%
LTI
17
Laffer Tengler Investments
Tennessee
$701K 37,750 -3,778 -9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$616K 33,177 -600 -2%
DIM
19
Delta Investment Management
California
$529K 28,513 +611 +2%
CPIG
20
Chicago Partners Investment Group
Illinois
$468K 24,728 +221 +0.9%
MFS
21
Madrona Financial Services
Washington
$401K 21,619 -35 -0.2%
LMKC
22
L.M. Kohn & Company
Ohio
$328K 17,673
Jane Street
23
Jane Street
New York
$287K 15,429 -395,014 -96%
IA
24
IFP Advisors
Florida
$266K 10,985 -7,780 -41%
CA
25
Cetera Advisors
Colorado
$221K 11,886 -260 -2%