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Innovator S&P Investment Grade Preferred ETF
EPRF

Overview Fund Activity

42 hedge funds and large institutions have $34.9M invested in Innovator S&P Investment Grade Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.58M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$322K
3
SFS
3
Solitude Financial Services
Virginia
$3.2M
4
AWS
4
Atria Wealth Solutions
New York
$195K
5
Stifel Financial
5
Stifel Financial
Missouri
$1.54M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$266K
2
WPC
2
White Pine Capital
Minnesota
$1.28M
3
BPA
3
Beacon Pointe Advisors
California
$0
4
LTI
4
Laffer Tengler Investments
Tennessee
$571K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.58M 249,870 +17,593 +8%
LPL Financial
2
LPL Financial
California
$4.18M 228,071 -2,850 -1%
SFS
3
Solitude Financial Services
Virginia
$3.2M 174,695 +14,158 +9%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.61M 142,520 +302 +0.2%
Wells Fargo
5
Wells Fargo
California
$2.28M 124,171 -5,733 -4%
Stifel Financial
6
Stifel Financial
Missouri
$1.54M 83,789 +5,422 +7%
WFA
7
Websterrogers Financial Advisors
South Carolina
$1.53M 83,478 +2,143 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.48M 80,743 +182 +0.2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.37M 74,505 -801 -1%
UBS Group
10
UBS Group
Switzerland
$1.34M 72,817 +471 +0.7%
WPC
11
White Pine Capital
Minnesota
$1.28M 69,764 -27,004 -28%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.21M 66,051 -6,586 -9%
SFI
13
SPC Financial Inc
Maryland
$991K 54,048 -900 -2%
FCA
14
FinTrust Capital Advisors
South Carolina
$931K 51,580 – –
CP
15
Camelot Portfolios
Ohio
$825K 44,965 -1,460 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$597K 32,577 -600 -2%
LTI
17
Laffer Tengler Investments
Tennessee
$571K 31,152 -6,598 -17%
DIM
18
Delta Investment Management
California
$516K 28,124 -389 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$508K 27,704 +1,260 +5%
CPIG
20
Chicago Partners Investment Group
Illinois
$458K 25,188 +460 +2%
MFS
21
Madrona Financial Services
Washington
$394K 21,471 -148 -0.7%
Jane Street
22
Jane Street
New York
$347K 18,904 +3,475 +23%
LMKC
23
L.M. Kohn & Company
Ohio
$331K 18,073 +400 +2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$322K 17,560 +17,560 New
RJA
25
Raymond James & Associates
Florida
$266K 14,519 -34,693 -70%
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