We are live on ! Find out more
IAPR icon

Innovator International Developed Power Buffer ETF April

85 hedge funds and large institutions have $216M invested in Innovator International Developed Power Buffer ETF April in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 11 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

41% more capital invested

Capital invested by funds: $153M → $216M (+$63.3M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more funds holding

Funds holding: 7285 (+13)

0.72% less ownership

Funds ownership: 66.04%65.32% (-0.72%)

66% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 32

Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
11
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
1
SMI Advisory Services
Indiana
$56.2M +$54M +2,200,083 New
MMA
2
Miracle Mile Advisors
California
$44.1M -$1.28M -52,199 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$24.7M -$1.42M -58,047 -6%
HWM
4
HFG Wealth Management
Texas
$16.3M +$15.5M +631,820 New
PCS
5
Personal CFO Solutions
New Jersey
$10.6M -$126K -5,144 -1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.94M +$3.31M +134,857 +741%
SB
7
Strategic Blueprint
Georgia
$3.87M +$47.2K +1,924 +1%
CA
8
Corrado Advisors
New Jersey
$3.86M -$91.3K -3,719 -2%
CA
9
Cetera Advisors
Colorado
$3.41M -$254K -10,360 -7%
SAG
10
SageView Advisory Group
California
$2.99M +$385K +15,684 +16%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$2.8M -$298K -12,132 -10%
TWM
12
Tradition Wealth Management
Minnesota
$2.73M -$89.3K -3,640 -3%
ODFS
13
O'Donnell Financial Services
California
$2.67M -$12.9K -525 -0.5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.4M -$85.6K -3,486 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.36M -$4.54M -184,997 -67%
GSIS
16
Global Strategic Investment Solutions
Arizona
$2.01M -$177K -7,228 -8%
LNC
17
Lincoln National Corp
Pennsylvania
$1.48M -$388K -15,825 -22%
W
18
WPWealth
Texas
$1.43M -$946K -38,527 -41%
BCM
19
Brookstone Capital Management
Illinois
$1.3M -$349K -14,219 -22%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1.26M +$171K +6,972 +17%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.25M -$1.05M -42,620 -47%
MCM
22
MAI Capital Management
Ohio
$1.2M -$14.8K -602 -1%
OMC
23
Old Mission Capital
Illinois
$1.13M +$1.07M +43,725 New
CPCM
24
Cardinal Point Capital Management
Ontario, Canada
$1.11M
IA
25
IFP Advisors
Florida
$1.08M +$265K +10,817 +35%

IAPR Hedge Fund Activity: Q4 2023 in Review

85 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF April (IAPR) for Q4 2023, worth a combined $216M — up 41% from $153M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IAPR positions and 6 closed out — a net gain of 13 holders — while 11 added to existing stakes and 32 trimmed.

The largest buyer was SMI Advisory Services, opening a new position worth an estimated $54M. The largest seller was Accuvest Global Advisors, exiting entirely with an estimated $13.7M sold.

  • 85 institutional investors held Innovator International Developed Power Buffer ETF April (IAPR) as of Q4 2023, up from 72 in Q3 2023.
  • Funds reported $216M of Innovator International Developed Power Buffer ETF April stock for Q4 2023, up 41% quarter-over-quarter.
  • 19 funds opened new Innovator International Developed Power Buffer ETF April positions in Q4 2023 and 6 closed out, a net change of +13 holders.
  • The largest Innovator International Developed Power Buffer ETF April buyer in Q4 2023 was SMI Advisory Services, an estimated $54M added.
  • The largest Innovator International Developed Power Buffer ETF April seller in Q4 2023 was Accuvest Global Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2023.