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Innovator S&P Investment Grade Preferred ETF

36 hedge funds and large institutions have $32.2M invested in Innovator S&P Investment Grade Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
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
$10.3M 566,388 -14,318 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.41M 408,022 +56,210 +16%
WFA
3
Websterrogers Financial Advisors
South Carolina
$1.62M 89,106 +2,207 +3%
UBS Group
4
UBS Group
Switzerland
$1.49M 81,771 +11,113 +16%
Raymond James Financial
5
Raymond James Financial
Florida
$1.29M 70,741 +70,741 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.14M 62,683 -1,361 -2%
LPL Financial
7
LPL Financial
California
$989K 54,403 +167 +0.3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$961K 52,871 +52,871 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$836K 45,980 -14,215 -24%
WA
10
Whipplewood Advisors
Colorado
$633K 34,812 +34,812 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$624K 34,317 +22,213 +184%
Jane Street
12
Jane Street
New York
$607K 33,415 -61 -0.2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$555K 30,563 -209 -0.7%
CPIG
14
Chicago Partners Investment Group
Illinois
$533K 29,160 +2,224 +8%
SFI
15
SPC Financial Inc
Maryland
$531K 29,208 -2,525 -8%
MFS
16
Madrona Financial Services
Washington
$483K 26,597 -1,173 -4%
LMKC
17
L.M. Kohn & Company
Ohio
$331K 18,238 -1,350 -7%
WPC
18
White Pine Capital
Minnesota
$252K 13,874 -4,080 -23%
Stifel Financial
19
Stifel Financial
Missouri
$251K 13,803 -1,860 -12%
Bank of America
20
Bank of America
North Carolina
$249K 13,690
AWS
21
Atria Wealth Solutions
New York
$229K 12,560 +113 +0.9%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$228K 12,560 +113 +0.9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$221K 12,186 -1,616 -12%
CP
24
Camelot Portfolios
Ohio
$193K 10,608 -468 -4%
GEA
25
Glen Eagle Advisors
New Jersey
$120K 6,579 +6 +0.1%