Innovator S&P Investment Grade Preferred ETF
EPRF
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.
5% more capital invested
Capital invested by funds: $31.9M → $33.3M (+$1.44M)
0.25% more ownership
Funds ownership: 30.29% → 30.53% (+0.25%)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
3% less funds holding
Funds holding: 38 → 37 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$688K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$320K |
| 3 |
Jane Street
New York
|
+$262K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$53.8K |
| 5 |
LMKC
L.M. Kohn & Company
Cincinnati,
Ohio
|
+$22.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$439K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$336K |
| 3 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$315K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$309K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$194K |
EPRF Hedge Fund Activity: Q3 2024 in Review
37 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q3 2024, worth a combined $33.3M — up 4.5% from $31.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EPRF and 2 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 14 added.
The largest buyer was Jaffetilchin Investment Partners, adding an estimated $688K. The largest seller was Cetera Investment Advisers, cutting an estimated $439K.
- 37 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q3 2024, down from 38 in Q2 2024.
- Funds reported $33.3M of Innovator S&P Investment Grade Preferred ETF stock for Q3 2024, up 4.5% quarter-over-quarter.
- 2 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q3 2024 and 3 closed out, a net change of -1 holder.
- The largest Innovator S&P Investment Grade Preferred ETF buyer in Q3 2024 was Jaffetilchin Investment Partners, an estimated $688K added.
- The largest Innovator S&P Investment Grade Preferred ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $439K sold.
Based on aggregated 13F filings for Q3 2024.