EPRF icon

Innovator S&P Investment Grade Preferred ETF

37 hedge funds and large institutions have $33.3M invested in Innovator S&P Investment Grade Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
14
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JIP
1
Jaffetilchin Investment Partners
Florida
$11.4M 580,706 +36,072 +7%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.91M 351,812 +16,787 +5%
WFA
3
Websterrogers Financial Advisors
South Carolina
$1.71M 86,899 +693 +0.8%
UBS Group
4
UBS Group
Switzerland
$1.39M 70,658 +300 +0.4%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.26M 64,044 -17,601 -22%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.18M 60,195 -23,027 -28%
LPL Financial
7
LPL Financial
California
$1.07M 54,236 -1,467 -3%
FCA
8
FinTrust Capital Advisors
South Carolina
$1.04M 52,871
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.01M 51,168 -10,183 -17%
Jane Street
10
Jane Street
New York
$658K 33,476 +13,737 +70%
SFI
11
SPC Financial Inc
Maryland
$624K 31,733 +215 +0.7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$605K 30,772 +2,820 +10%
MFS
13
Madrona Financial Services
Washington
$546K 27,770
CPIG
14
Chicago Partners Investment Group
Illinois
$526K 26,936 +335 +1%
LMKC
15
L.M. Kohn & Company
Ohio
$385K 19,588 +1,160 +6%
WPC
16
White Pine Capital
Minnesota
$353K 17,954 -3,350 -16%
RJA
17
Raymond James & Associates
Florida
$348K 17,734 -125 -0.7%
Stifel Financial
18
Stifel Financial
Missouri
$308K 15,663 -3,248 -17%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$271K 13,802 -789 -5%
Bank of America
20
Bank of America
North Carolina
$269K 13,690
AWS
21
Atria Wealth Solutions
New York
$246K 12,447 -820 -6%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$245K 12,447 -820 -6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$238K 12,104 -8,855 -42%
CP
24
Camelot Portfolios
Ohio
$218K 11,076 -16,525 -60%
JWCA
25
J.W. Cole Advisors
Florida
$215K 10,934 +29 +0.3%