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Innovator S&P Investment Grade Preferred ETF

38 hedge funds and large institutions have $31.9M invested in Innovator S&P Investment Grade Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 1 closing their positions.

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JIP
1
Jaffetilchin Investment Partners
Florida
$10M 544,634 +26,706 +5%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.18M 335,025 +22,023 +7%
WFA
3
Websterrogers Financial Advisors
South Carolina
$1.59M 86,206 +6,040 +8%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.54M 83,222 +1,164 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.51M 81,645 -3,265 -4%
UBS Group
6
UBS Group
Switzerland
$1.3M 70,358 -3,780 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.13M 61,351 +5,053 +9%
LPL Financial
8
LPL Financial
California
$1.03M 55,703 +1,015 +2%
FCA
9
FinTrust Capital Advisors
South Carolina
$975K 52,871
SFI
10
SPC Financial Inc
Maryland
$582K 31,518 -3,000 -9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$516K 27,952 -4,345 -13%
MFS
12
Madrona Financial Services
Washington
$512K 27,770 +4,645 +20%
CP
13
Camelot Portfolios
Ohio
$509K 27,601 +10,988 +66%
CPIG
14
Chicago Partners Investment Group
Illinois
$495K 26,601 +383 +1%
WPC
15
White Pine Capital
Minnesota
$393K 21,304 -4,662 -18%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$387K 20,959 -24,067 -53%
Jane Street
17
Jane Street
New York
$364K 19,739 +19,739 New
Stifel Financial
18
Stifel Financial
Missouri
$349K 18,911 -873 -4%
LMKC
19
L.M. Kohn & Company
Ohio
$340K 18,428
RJA
20
Raymond James & Associates
Florida
$329K 17,859 +2,150 +14%
Citadel Advisors
21
Citadel Advisors
Florida
$309K 16,728 +16,728 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$269K 14,591 -2,425 -14%
Bank of America
23
Bank of America
North Carolina
$253K 13,690
AWS
24
Atria Wealth Solutions
New York
$246K 13,267 -583 -4%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$245K 13,267 -583 -4%