EPRF icon

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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.32M
WFA
2
Websterrogers Financial Advisors
South Carolina
$1.64M
UBS Group
3
UBS Group
Switzerland
$1.24M
Raymond James Financial
4
Raymond James Financial
Florida
$1.23M
Osaic Holdings
5
Osaic Holdings
Arizona
$1.11M
LPL Financial
6
LPL Financial
California
$1.01M
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$950K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$896K
WA
9
Whipplewood Advisors
Colorado
$633K
CPIG
10
Chicago Partners Investment Group
Illinois
$522K
MFS
11
Madrona Financial Services
Washington
$491K
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$476K
SFI
13
SPC Financial Inc
Maryland
$439K
JIP
14
Jaffetilchin Investment Partners
Florida
$419K
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$417K
LMKC
16
L.M. Kohn & Company
Ohio
$322K
Stifel Financial
17
Stifel Financial
Missouri
$247K
CP
18
Camelot Portfolios
Ohio
$244K
Bank of America
19
Bank of America
North Carolina
$242K
FWA
20
FORM Wealth Advisors
Wisconsin
$225K
AWS
21
Atria Wealth Solutions
New York
$222K
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$221K
RSWM
23
Robertson Stephens Wealth Management
California
$218K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$217K
EWM
25
Empirical Wealth Management
Washington
$195K