Innovator S&P Investment Grade Preferred ETF
EPRF
35 hedge funds and large institutions have $23.4M invested in Innovator S&P Investment Grade Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less funds holding
Funds holding: 36 → 35 (-1)
3.63% less ownership
Funds ownership: 31.64% → 28.02% (-3.6%)
27% less capital invested
Capital invested by funds: $32.2M → $23.4M (-$8.79M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.19M |
| 2 |
WA
Whipplewood Advisors
Littleton,
Colorado
|
+$1.14M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$301K |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$225K |
| 5 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$9.95M |
| 2 |
Jane Street
New York
|
-$607K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$410K |
| 4 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
-$252K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$211K |
EPRF Hedge Fund Activity: Q1 2025 in Review
35 of the 7,470 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q1 2025, worth a combined $23.4M — down 27% from $32.2M a quarter earlier.
Fund positioning in EPRF was balanced in Q1 2025: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 8 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.19M. The largest seller was Jaffetilchin Investment Partners, cutting an estimated $9.95M.
- 35 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q1 2025, down from 36 in Q4 2024.
- Funds reported $23.4M of Innovator S&P Investment Grade Preferred ETF stock for Q1 2025, down 27% quarter-over-quarter.
- 3 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q1 2025 and 3 closed out, a net change of 0 holders.
- The largest Innovator S&P Investment Grade Preferred ETF buyer in Q1 2025 was Royal Bank of Canada, an estimated $2.19M added.
- The largest Innovator S&P Investment Grade Preferred ETF seller in Q1 2025 was Jaffetilchin Investment Partners, an estimated $9.95M sold.
Based on aggregated 13F filings for Q1 2025.