EPRF icon

Innovator S&P Investment Grade Preferred ETF

38 hedge funds and large institutions have $25.2M invested in Innovator S&P Investment Grade Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
19
Closed
8
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
$5.73M 307,660 -45,783 -13%
SFS
2
Solitude Financial Services
Virginia
$3.23M 173,182 -8,338 -5%
LPL Financial
3
LPL Financial
California
$2.32M 124,716 -70,176 -36%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.63M 87,333 -117,181 -57%
WFA
5
Websterrogers Financial Advisors
South Carolina
$1.44M 77,146 -6,903 -8%
UBS Group
6
UBS Group
Switzerland
$1.38M 74,109 -3,263 -4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.22M 65,525 -6,892 -10%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.09M 58,257 -3,723 -6%
FCA
9
FinTrust Capital Advisors
South Carolina
$961K 51,580
CP
10
Camelot Portfolios
Ohio
$714K 38,310 +13,475 +54%
SFI
11
SPC Financial Inc
Maryland
$643K 34,518 -5,500 -14%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$602K 32,297
CPIG
13
Chicago Partners Investment Group
Illinois
$490K 25,854 +422 +2%
WPC
14
White Pine Capital
Minnesota
$443K 23,764 -24,148 -50%
MFS
15
Madrona Financial Services
Washington
$432K 23,169 +1,698 +8%
Stifel Financial
16
Stifel Financial
Missouri
$361K 19,376 -424 -2%
LMKC
17
L.M. Kohn & Company
Ohio
$337K 18,073
AWS
18
Atria Wealth Solutions
New York
$286K 15,299 +3,808 +33%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$285K 15,299 +3,808 +33%
RJA
20
Raymond James & Associates
Florida
$268K 14,415 +1,955 +16%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$255K 13,714 -4,168 -23%
Bank of America
22
Bank of America
North Carolina
$255K 13,690 +13,690 New
CA
23
Cetera Advisors
Colorado
$240K 12,886
JWCA
24
J.W. Cole Advisors
Florida
$207K 11,099 -67 -0.6%
GEA
25
Glen Eagle Advisors
New Jersey
$147K 7,912 -1,702 -18%