We are live on ! Find out more
KAPR icon

Innovator US Small Cap Power Buffer ETF April
KAPR

82 hedge funds and large institutions have $118M invested in Innovator US Small Cap Power Buffer ETF April in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 12

121% more capital invested

Capital invested by funds: $53.3M → $118M (+$64.7M)

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

46% more funds holding

Funds holding: 56 → 82 (+26)

2.14% less ownership

Funds ownership: 65.33% → 63.2% (-2.1%)

Holders
82
Holders Change
+26
Holders Change %
+46.43%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
28
Increased
28
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ODFS
O'Donnell Financial Services
California
+$19.7M
2
PP
PFS Partners
New Jersey
+$10.6M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$3.51M
4
DLHL
Donald L. Hagan LLC
Florida
+$3.09M
5
SI
Stephens Inc
Arkansas
+$2.43M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$1.54M
2
Cerity Partners
Cerity Partners
New York
-$786K
3
CAN
Cetera Advisor Networks
California
-$577K
4
ACM
Avalon Capital Management
California
-$215K
5
SPC
Sigma Planning Corp
Michigan
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
26
World Investment Advisors
California
$871K +$836K +31,375 New
GSIS
27
Global Strategic Investment Solutions
Arizona
$809K +$782K +29,360 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$770K +$378K +14,208 +103%
CAL
29
Capital Analysts LLC
Pennsylvania
$757K +$26.3K +987 +4%
CA
30
Cetera Advisors
Colorado
$701K +$678K +25,465 New
ASN
31
Advisory Services Network
Georgia
$696K +$623K +23,404 +1,262%
DI
32
Diligent Investors
California
$695K +$303K +11,375 +82%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$693K +$115K +4,318 +21%
WA
34
Wealth Alliance
New York
$612K +$342K +12,833 +137%
NFG
35
Nations Financial Group
Iowa
$604K -$9.99K -375 -2%
FFA
36
Fragasso Financial Advisors
Pennsylvania
$599K -$13.2K -497 -2%
SWA
37
Stratos Wealth Advisors
Ohio
$598K -$2.88K -108 -0.5%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$576K +$294K +11,053 +112%
RJA
39
Raymond James & Associates
Florida
$575K +$556K +20,880 New
CA
40
Corrado Advisors
New Jersey
$569K +$550K +20,659 New
DFA
41
DHJJ Financial Advisors
Illinois
$545K +$52.3K +1,962 +11%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$521K +$153K +5,760 +44%
CAG
43
Compass Advisory Group
New York
$474K +$458K +17,210 New
SS
44
Sunbelt Securities
Texas
$448K +$318K +11,935 +275%
AGA
45
Accuvest Global Advisors
Utah
$393K – – –
AF
46
Advisornet Financial
Minnesota
$391K +$1.33K +50 +0.4%
HighTower Advisors
47
HighTower Advisors
Illinois
$390K +$380K +14,277 New
MPCL
48
My Personal CFO LLC
Washington
$378K – – –
KWM
49
Kingsview Wealth Management
Oregon
$369K -$8.81K -331 -2%
AWM
50
Apollon Wealth Management
South Carolina
$350K – – –
1
2
3 4

KAPR Hedge Fund Activity: Q2 2023 in Review

82 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q2 2023, worth a combined $118M — up 121% from $53.3M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KAPR positions and 2 closed out — a net gain of 26 holders — while 28 added to existing stakes and 12 trimmed.

The largest buyer was O'Donnell Financial Services, opening a new position worth an estimated $19.7M. The largest seller was JP Morgan Chase, cutting an estimated $1.54M.

  • 82 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q2 2023, up from 56 in Q1 2023.
  • Funds reported $118M of Innovator US Small Cap Power Buffer ETF April stock for Q2 2023, up 121% quarter-over-quarter.
  • 28 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q2 2023 and 2 closed out, a net change of +26 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q2 2023 was O'Donnell Financial Services, an estimated $19.7M added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q2 2023 was JP Morgan Chase, an estimated $1.54M sold.

Based on aggregated 13F filings for Q2 2023.