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Innovator S&P Investment Grade Preferred ETF

36 hedge funds and large institutions have $33.5M invested in Innovator S&P Investment Grade Preferred ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JIP
1
Jaffetilchin Investment Partners
Florida
$10M 517,928 +517,928 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.06M 313,002 +5,342 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.64M 84,910 -2,423 -3%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.59M 82,058 +16,533 +25%
WFA
5
Websterrogers Financial Advisors
South Carolina
$1.55M 80,166 +3,020 +4%
UBS Group
6
UBS Group
Switzerland
$1.44M 74,138 +29 +0%
CA
7
Cetera Advisors
Colorado
$1.41M 72,882 +59,996 +466%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.09M 56,298 -1,959 -3%
LPL Financial
9
LPL Financial
California
$1.06M 54,688 -70,028 -56%
FCA
10
FinTrust Capital Advisors
South Carolina
$1.02M 52,871 +1,291 +3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$872K 45,026 +45,026 New
SFI
12
SPC Financial Inc
Maryland
$669K 34,518
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$626K 32,297
CPIG
14
Chicago Partners Investment Group
Illinois
$491K 26,218 +364 +1%
WPC
15
White Pine Capital
Minnesota
$477K 25,966 +2,202 +9%
MFS
16
Madrona Financial Services
Washington
$448K 23,125 -44 -0.2%
Stifel Financial
17
Stifel Financial
Missouri
$383K 19,784 +408 +2%
LMKC
18
L.M. Kohn & Company
Ohio
$357K 18,428 +355 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$330K 17,016 +3,302 +24%
CP
20
Camelot Portfolios
Ohio
$322K 16,613 -21,697 -57%
RJA
21
Raymond James & Associates
Florida
$304K 15,709 +1,294 +9%
AWS
22
Atria Wealth Solutions
New York
$270K 13,850 -1,449 -9%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$268K 13,850 -1,449 -9%
Bank of America
24
Bank of America
North Carolina
$265K 13,690
JWCA
25
J.W. Cole Advisors
Florida
$211K 10,876 -223 -2%