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Innovator S&P Investment Grade Preferred ETF

27 hedge funds and large institutions have $25.3M invested in Innovator S&P Investment Grade Preferred ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $23.1M → $25.3M (+$2.17M)

5.33% more ownership

Funds ownership: 30.55%35.88% (+5.3%)

18% less funds holding

Funds holding: 3327 (-6)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
27
Holders Change
-6
Holders Change %
-18.18%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
10
Closed
7
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
$14.4M +$5.76M +330,002 +61%
WFA
2
Websterrogers Financial Advisors
South Carolina
$1.81M +$75.6K +4,332 +4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$1.73M -$3.02K -173 -0.2%
LPL Financial
4
LPL Financial
California
$1.17M -$106K -6,057 -8%
UBS Group
5
UBS Group
Switzerland
$1.15M -$58.5K -3,353 -5%
Osaic Holdings
6
Osaic Holdings
Arizona
$770K -$62.8K -3,599 -7%
WA
7
Whipplewood Advisors
Colorado
$674K +$15.9K +908 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$566K -$269K -15,401 -31%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$420K -$35.4K -2,030 -7%
AC
10
AlphaCore Capital
California
$398K +$8.73K +500 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$352K -$90.6K -5,191 -20%
JIP
12
Jaffetilchin Investment Partners
Florida
$261K -$122K -7,002 -31%
Bank of America
13
Bank of America
North Carolina
$252K
FWA
14
FORM Wealth Advisors
Wisconsin
$224K +$3.32K +190 +1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$210K -$70.3K -4,028 -24%
Stifel Financial
16
Stifel Financial
Missouri
$208K +$2.34K +134 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$203K +$30.6K +1,754 +17%
CPIG
18
Chicago Partners Investment Group
Illinois
$195K +$2.88K +165 +1%
EWM
19
Empirical Wealth Management
Washington
$183K
GEA
20
Glen Eagle Advisors
New Jersey
$62.9K -$40.2K -2,300 -38%
Morgan Stanley
21
Morgan Stanley
New York
$61.6K
SIM
22
Synergy Investment Management
Florida
$18.5K +$19.5K +1,118 New
NL
23
NVWM LLC
Pennsylvania
$7.39K
IA
24
IFP Advisors
Florida
$7.33K
DAM
25
Delta Asset Management
Tennessee
$1.53K