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Innovator S&P Investment Grade Preferred ETF

33 hedge funds and large institutions have $23.1M invested in Innovator S&P Investment Grade Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.11% less ownership

Funds ownership: 31.66%30.55% (-1.1%)

11% less funds holding

Funds holding: 3733 (-4)

16% less capital invested

Capital invested by funds: $27.5M → $23.1M (-$4.33M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
13
Closed
6
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
$9.44M -$2.72M -152,014 -22%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$1.85M +$193K +10,773 +12%
WFA
3
Websterrogers Financial Advisors
South Carolina
$1.84M +$85.4K +4,773 +5%
LPL Financial
4
LPL Financial
California
$1.35M -$111K -6,202 -7%
UBS Group
5
UBS Group
Switzerland
$1.28M -$172K -9,629 -12%
Osaic Holdings
6
Osaic Holdings
Arizona
$879K -$31.5K -1,759 -3%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$871K +$519K +29,021 +142%
WA
8
Whipplewood Advisors
Colorado
$699K +$34.6K +1,933 +5%
MFS
9
Madrona Financial Services
Washington
$521K -$8.43K -471 -2%
Citadel Advisors
10
Citadel Advisors
Florida
$502K +$73.7K +4,121 +17%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$481K +$10.8K +606 +2%
Raymond James Financial
12
Raymond James Financial
Florida
$465K -$664K -37,132 -58%
AC
13
AlphaCore Capital
California
$413K +$419K +23,395 New
JIP
14
Jaffetilchin Investment Partners
Florida
$399K -$9.64K -539 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$293K -$39.6K -2,216 -12%
Bank of America
16
Bank of America
North Carolina
$267K +$26.8K +1,500 +11%
FWA
17
FORM Wealth Advisors
Wisconsin
$235K +$239K +13,339 New
Stifel Financial
18
Stifel Financial
Missouri
$218K -$30.4K -1,699 -12%
CPIG
19
Chicago Partners Investment Group
Illinois
$200K -$347K -19,371 -64%
HF
20
HRT Financial
New York
$198K +$201K +11,257 New
EWM
21
Empirical Wealth Management
Washington
$194K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$185K +$188K +10,493 New
CP
23
Camelot Portfolios
Ohio
$141K -$72.6K -4,060 -34%
GEA
24
Glen Eagle Advisors
New Jersey
$107K -$15.8K -885 -13%
Morgan Stanley
25
Morgan Stanley
New York
$65.3K

EPRF Hedge Fund Activity: Q4 2025 in Review

33 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator S&P Investment Grade Preferred ETF (EPRF) for Q4 2025, worth a combined $23.1M — down 16% from $27.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EPRF and 4 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 8 added.

The largest buyer was Susquehanna International Group, adding an estimated $519K. The largest seller was Royal Bank of Canada, cutting an estimated $2.72M.

  • 33 institutional investors held Innovator S&P Investment Grade Preferred ETF (EPRF) as of Q4 2025, down from 37 in Q3 2025.
  • Funds reported $23.1M of Innovator S&P Investment Grade Preferred ETF stock for Q4 2025, down 16% quarter-over-quarter.
  • 4 funds opened new Innovator S&P Investment Grade Preferred ETF positions in Q4 2025 and 6 closed out, a net change of -2 holders.
  • The largest Innovator S&P Investment Grade Preferred ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $519K added.
  • The largest Innovator S&P Investment Grade Preferred ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $2.72M sold.

Based on aggregated 13F filings for Q4 2025.