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Innovator S&P Investment Grade Preferred ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
16
Reduced
8
Closed
1
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
$10.3M +$999K +56,687 +11%
WFA
2
Websterrogers Financial Advisors
South Carolina
$1.71M +$70K +3,970 +4%
UBS Group
3
UBS Group
Switzerland
$1.53M +$293K +16,637 +24%
Raymond James Financial
4
Raymond James Financial
Florida
$1.28M +$45K +2,553 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.14M -$1.11K -61 -0.1%
LPL Financial
6
LPL Financial
California
$1.05M +$34.2K +1,940 +3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$961K
Jane Street
8
Jane Street
New York
$670K +$670K +37,998 New
WA
9
Whipplewood Advisors
Colorado
$633K -$1.08M -61,136 -63%
CPIG
10
Chicago Partners Investment Group
Illinois
$537K +$5.47K +306 +1%
MFS
11
Madrona Financial Services
Washington
$530K +$40.1K +2,273 +8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$474K -$564 -32 -0.1%
SFI
13
SPC Financial Inc
Maryland
$417K -$21.6K -1,225 -5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$412K -$4.76K -270 -1%
JIP
15
Jaffetilchin Investment Partners
Florida
$408K -$10.4K -588 -2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$347K -$547K -31,037 -61%
LMKC
17
L.M. Kohn & Company
Ohio
$329K +$7.72K +438 +2%
Stifel Financial
18
Stifel Financial
Missouri
$250K +$3K +170 +1%
Bank of America
19
Bank of America
North Carolina
$241K
AWS
20
Atria Wealth Solutions
New York
$234K +$12.5K +708 +6%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$233K +$12.5K +708 +6%
FWA
22
FORM Wealth Advisors
Wisconsin
$228K +$3.49K +198 +2%
CP
23
Camelot Portfolios
Ohio
$225K -$18.6K -1,057 -8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$217K +$370 +21 +0.2%
EWM
25
Empirical Wealth Management
Washington
$194K