Innovator S&P Investment Grade Preferred ETF
EPRF
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.
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
33% more capital invested
Capital invested by funds: $25.2M → $33.5M (+$8.35M)
5.66% more ownership
Funds ownership: 23.7% → 29.36% (+5.7%)
5% less funds holding
Funds holding: 38 → 36 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$9.93M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.15M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$864K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$317K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Solitude Financial Services
Charlottesville,
Virginia
|
-$3.23M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.34M |
| 3 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$416K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$65K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$46.5K |
EPRF Hedge Fund Activity: Q1 2024 in Review
36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q1 2024, worth a combined $33.5M — up 33% from $25.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EPRF and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 14 added.
The largest buyer was Jaffetilchin Investment Partners, opening a new position worth an estimated $9.93M. The largest seller was Solitude Financial Services, exiting entirely with an estimated $3.23M sold.
- 36 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q1 2024, down from 38 in Q4 2023.
- Funds reported $33.5M of Innovator S&P Investment Grade Preferred ETF stock for Q1 2024, up 33% quarter-over-quarter.
- 3 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q1 2024 and 5 closed out, a net change of -2 holders.
- The largest Innovator S&P Investment Grade Preferred ETF buyer in Q1 2024 was Jaffetilchin Investment Partners, an estimated $9.93M added.
- The largest Innovator S&P Investment Grade Preferred ETF seller in Q1 2024 was Solitude Financial Services, an estimated $3.23M sold.
Based on aggregated 13F filings for Q1 2024.