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Innovator S&P Investment Grade Preferred ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.32M +$2.11M +119,504 +29%
WFA
2
Websterrogers Financial Advisors
South Carolina
$1.64M +$66.1K +3,743 +4%
UBS Group
3
UBS Group
Switzerland
$1.24M -$203K -11,501 -14%
Raymond James Financial
4
Raymond James Financial
Florida
$1.23M -$15.2K -859 -1%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.11M +$1.08K +61 +0.1%
LPL Financial
6
LPL Financial
California
$1.01M +$53K +3,003 +6%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$950K +$15.9K +900 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$896K +$290K +16,410 +48%
WA
9
Whipplewood Advisors
Colorado
$633K +$406K +62,247 +179%
CPIG
10
Chicago Partners Investment Group
Illinois
$522K +$10.3K +586 +2%
MFS
11
Madrona Financial Services
Washington
$491K +$21.2K +1,201 +5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$476K -$64.4K -3,641 -12%
SFI
13
SPC Financial Inc
Maryland
$439K -$76.8K -4,350 -15%
JIP
14
Jaffetilchin Investment Partners
Florida
$419K -$9.59M -542,647 -96%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$417K -$395K -22,361 -49%
LMKC
16
L.M. Kohn & Company
Ohio
$322K
Stifel Financial
17
Stifel Financial
Missouri
$247K +$3.53K +200 +1%
CP
18
Camelot Portfolios
Ohio
$244K +$56.3K +3,188 +30%
Bank of America
19
Bank of America
North Carolina
$242K
FWA
20
FORM Wealth Advisors
Wisconsin
$225K +$225K +12,754 New
AWS
21
Atria Wealth Solutions
New York
$222K -$1.24K -70 -0.6%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$221K -$1.24K -70 -0.6%
RSWM
23
Robertson Stephens Wealth Management
California
$218K +$218K +12,264 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$217K +$2.06K +117 +1%
EWM
25
Empirical Wealth Management
Washington
$195K +$195K +11,032 New