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Innovator International Developed Power Buffer ETF April

46 hedge funds and large institutions have $91.9M invested in Innovator International Developed Power Buffer ETF April in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

196% more capital invested

Capital invested by funds: $31M → $91.9M (+$60.9M)

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

35% more funds holding

Funds holding: 3446 (+12)

16.25% more ownership

Funds ownership: 66.45%82.71% (+16%)

Holders
46
Holders Change
+12
Holders Change %
+35.29%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
16
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$34.9M +$34.1M +1,394,784 +4,785%
HighTower Advisors
2
HighTower Advisors
Illinois
$12.6M +$12.3M +502,074 +3,972%
PCS
3
Personal CFO Solutions
New Jersey
$10.2M +$9.86M +403,115 +3,106%
CA
4
Corrado Advisors
New Jersey
$3.84M +$2.28M +93,088 +146%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$3.07M +$325K +13,283 +12%
TWM
6
Tradition Wealth Management
Minnesota
$2.72M -$63.7K -2,606 -2%
W
7
WPWealth
Texas
$2.62M +$2.61M +106,917 New
SB
8
Strategic Blueprint
Georgia
$2.01M +$2M +81,996 New
GSIS
9
Global Strategic Investment Solutions
Arizona
$1.95M -$7.15M -292,604 -79%
SAG
10
SageView Advisory Group
California
$1.48M +$1.07M +43,840 +263%
BCM
11
Brookstone Capital Management
Illinois
$1.44M +$1.44M +58,728 New
LNC
12
Lincoln National Corp
Pennsylvania
$1.41M +$76.1K +3,113 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.38M +$265K +10,846 +24%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.33M +$456K +18,657 +52%
SWA
15
Stratos Wealth Advisors
Ohio
$1.33M -$5.28K -216 -0.4%
AAS
16
Avantax Advisory Services
Texas
$1.24M +$350K +14,321 +40%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$776K +$775K +31,677 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$712K -$79.2K -3,240 -10%
ACM
19
Arlington Capital Management
Illinois
$641K +$323K +13,195 +102%
FFA
20
Fragasso Financial Advisors
Pennsylvania
$614K +$613K +25,066 New
AIA
21
Alera Investment Advisors
Illinois
$557K +$556K +22,737 New
VA
22
Valmark Advisers
Ohio
$510K +$99.9K +4,084 +24%
BWM
23
BCS Wealth Management
Tennessee
$432K +$145K +5,932 +51%
KWM
24
Kingsview Wealth Management
Oregon
$424K +$13.3K +543 +3%
NFG
25
Nations Financial Group
Iowa
$415K

IAPR Hedge Fund Activity: Q1 2023 in Review

46 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF April (IAPR) for Q1 2023, worth a combined $91.9M — up 196% from $31M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IAPR positions and 4 closed out — a net gain of 12 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Cerity Partners, adding an estimated $34.1M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $7.15M.

  • 46 institutional investors held Innovator International Developed Power Buffer ETF April (IAPR) as of Q1 2023, up from 34 in Q4 2022.
  • Funds reported $91.9M of Innovator International Developed Power Buffer ETF April stock for Q1 2023, up 196% quarter-over-quarter.
  • 16 funds opened new Innovator International Developed Power Buffer ETF April positions in Q1 2023 and 4 closed out, a net change of +12 holders.
  • The largest Innovator International Developed Power Buffer ETF April buyer in Q1 2023 was Cerity Partners, an estimated $34.1M added.
  • The largest Innovator International Developed Power Buffer ETF April seller in Q1 2023 was Global Strategic Investment Solutions, an estimated $7.15M sold.

Based on aggregated 13F filings for Q1 2023.