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Innovator S&P Investment Grade Preferred ETF
EPRF

Overview Fund Activity

42 hedge funds and large institutions have $32.9M invested in Innovator S&P Investment Grade Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.23M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.76M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.32M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.6M
5
GS
5
GTS Securities
New York
$602K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$349K
4
LPL Financial
4
LPL Financial
California
$3.43M
5
LTI
5
Laffer Tengler Investments
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.23M 353,443 +103,573 +41%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.6M 204,514 +61,994 +43%
LPL Financial
3
LPL Financial
California
$3.43M 194,892 -33,179 -15%
SFS
4
Solitude Financial Services
Virginia
$3.2M 181,520 +6,825 +4%
Goldman Sachs
5
Goldman Sachs
New York
$1.76M 100,100 +100,100 New
WFA
6
Websterrogers Financial Advisors
South Carolina
$1.48M 84,049 +571 +0.7%
UBS Group
7
UBS Group
Switzerland
$1.36M 77,372 +4,555 +6%
Citadel Advisors
8
Citadel Advisors
Florida
$1.32M 74,875 +74,875 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.28M 72,417 -2,088 -3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.09M 61,980 -4,071 -6%
FCA
11
FinTrust Capital Advisors
South Carolina
$909K 51,580 – –
WPC
12
White Pine Capital
Minnesota
$844K 47,912 -21,852 -31%
SFI
13
SPC Financial Inc
Maryland
$705K 40,018 -14,030 -26%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$648K 36,814 +19,254 +110%
GS
15
GTS Securities
New York
$602K 34,157 +34,157 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$569K 32,297 -280 -0.9%
CP
17
Camelot Portfolios
Ohio
$437K 24,835 -20,130 -45%
CPIG
18
Chicago Partners Investment Group
Illinois
$425K 25,432 +244 +1%
MFS
19
Madrona Financial Services
Washington
$378K 21,471 – –
Stifel Financial
20
Stifel Financial
Missouri
$349K 19,800 -63,989 -76%
LMKC
21
L.M. Kohn & Company
Ohio
$318K 18,073 – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$315K 17,882 -9,822 -35%
CA
23
Cetera Advisors
Colorado
$227K 12,886 +1,000 +8%
RJA
24
Raymond James & Associates
Florida
$219K 12,460 -2,059 -14%
AWS
25
Atria Wealth Solutions
New York
$203K 11,491 +919 +9%
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