Innovator S&P Investment Grade Preferred ETF
EPRF
36 hedge funds and large institutions have $24.9M invested in Innovator S&P Investment Grade Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
6% more capital invested
Capital invested by funds: $23.4M → $24.9M (+$1.47M)
3% more funds holding
Funds holding: 35 → 36 (+1)
0.09% less ownership
Funds ownership: 28.02% → 27.93% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$990K |
| 2 |
Jane Street
New York
|
+$663K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$291K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$107K |
| 5 |
WFA
Websterrogers Financial Advisors
Florence,
South Carolina
|
+$69.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Whipplewood Advisors
Littleton,
Colorado
|
-$1.07M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$542K |
| 3 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$218K |
| 4 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$21.4K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$18.5K |
EPRF Hedge Fund Activity: Q2 2025 in Review
36 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q2 2025, worth a combined $24.9M — up 6.3% from $23.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EPRF positions and 1 closed out — a net gain of 1 holder — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $990K. The largest seller was Whipplewood Advisors, cutting an estimated $1.07M.
- 36 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q2 2025, up from 35 in Q1 2025.
- Funds reported $24.9M of Innovator S&P Investment Grade Preferred ETF stock for Q2 2025, up 6.3% quarter-over-quarter.
- 2 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest Innovator S&P Investment Grade Preferred ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $990K added.
- The largest Innovator S&P Investment Grade Preferred ETF seller in Q2 2025 was Whipplewood Advisors, an estimated $1.07M sold.
Based on aggregated 13F filings for Q2 2025.