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Innovator S&P Investment Grade Preferred ETF

37 hedge funds and large institutions have $27.5M invested in Innovator S&P Investment Grade Preferred ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $24.9M → $27.5M (+$2.59M)

3.74% more ownership

Funds ownership: 27.93%31.66% (+3.7%)

3% more funds holding

Funds holding: 3637 (+1)

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
17
Closed
2
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
$12.6M +$1.9M +104,715 +18%
WFA
2
Websterrogers Financial Advisors
South Carolina
$1.82M +$54.6K +3,009 +3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$1.7M +$708K +39,000 +73%
LPL Financial
4
LPL Financial
California
$1.52M +$429K +23,645 +40%
UBS Group
5
UBS Group
Switzerland
$1.51M -$79.1K -4,357 -5%
Raymond James Financial
6
Raymond James Financial
Florida
$1.16M -$161K -8,867 -12%
Osaic Holdings
7
Osaic Holdings
Arizona
$934K -$200K -10,995 -18%
WA
8
Whipplewood Advisors
Colorado
$691K +$34.1K +1,877 +5%
CPIG
9
Chicago Partners Investment Group
Illinois
$556K +$8.17K +450 +1%
MFS
10
Madrona Financial Services
Washington
$550K -$109 -6 -0%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$489K -$2.42K -133 -0.5%
Citadel Advisors
12
Citadel Advisors
Florida
$446K +$443K +24,404 New
SFI
13
SPC Financial Inc
Maryland
$428K -$4.32K -238 -1%
JIP
14
Jaffetilchin Investment Partners
Florida
$425K +$1.67K +92 +0.4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$375K +$14.6K +805 +4%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$345K -$80.8K -4,451 -19%
LMKC
17
L.M. Kohn & Company
Ohio
$289K -$51.7K -2,845 -15%
Stifel Financial
18
Stifel Financial
Missouri
$258K -$962 -53 -0.4%
Bank of America
19
Bank of America
North Carolina
$250K
Jane Street
20
Jane Street
New York
$244K -$447K -24,631 -65%
CP
21
Camelot Portfolios
Ohio
$221K -$12K -663 -5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$213K -$12.3K -679 -6%
EWM
23
Empirical Wealth Management
Washington
$202K
GEA
24
Glen Eagle Advisors
New Jersey
$128K +$7.03K +387 +6%
Morgan Stanley
25
Morgan Stanley
New York
$67.8K -$18 -1 -0%

EPRF Hedge Fund Activity: Q3 2025 in Review

37 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q3 2025, worth a combined $27.5M — up 10% from $24.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EPRF positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 17 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.9M. The largest seller was Jane Street, cutting an estimated $447K.

  • 37 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q3 2025, up from 36 in Q2 2025.
  • Funds reported $27.5M of Innovator S&P Investment Grade Preferred ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 5 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q3 2025 and 2 closed out, a net change of +3 holders.
  • The largest Innovator S&P Investment Grade Preferred ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $1.9M added.
  • The largest Innovator S&P Investment Grade Preferred ETF seller in Q3 2025 was Jane Street, an estimated $447K sold.

Based on aggregated 13F filings for Q3 2025.