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Innovator US Small Cap Power Buffer ETF April

74 hedge funds and large institutions have $98.9M invested in Innovator US Small Cap Power Buffer ETF April in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.08% less ownership

Funds ownership: 63.2%60.12% (-3.1%)

10% less funds holding

Funds holding: 8274 (-8)

16% less capital invested

Capital invested by funds: $118M → $98.9M (-$19.1M)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
74
Holders Change
-8
Holders Change %
-9.76%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
16
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$724K -$25.2K -914 -3%
CA
27
Cetera Advisors
Colorado
$681K
DI
28
Diligent Investors
California
$675K
WA
29
Wealth Alliance
New York
$595K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$583K +$78.9K +2,861 +15%
NFG
31
Nations Financial Group
Iowa
$570K -$16.8K -610 -3%
FFA
32
Fragasso Financial Advisors
Pennsylvania
$567K -$14.8K -538 -2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$559K -$1.1K -40 -0.2%
CA
34
Corrado Advisors
New Jersey
$547K -$5.9K -214 -1%
DFA
35
DHJJ Financial Advisors
Illinois
$516K -$13.8K -500 -3%
CAG
36
Compass Advisory Group
New York
$460K
SS
37
Sunbelt Securities
Texas
$428K -$7.86K -285 -2%
HighTower Advisors
38
HighTower Advisors
Illinois
$381K
AF
39
Advisornet Financial
Minnesota
$380K
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$376K +$388K +14,068 New
MPCL
41
My Personal CFO LLC
Washington
$367K
SWA
42
Stratos Wealth Advisors
Ohio
$364K -$223K -8,107 -37%
KWM
43
Kingsview Wealth Management
Oregon
$358K
TC
44
TownSquare Capital
Utah
$325K
MSFS
45
Main Street Financial Solutions
Pennsylvania
$320K
WCG
46
Weaver Consulting Group
California
$318K
William Blair & Company
47
William Blair & Company
Illinois
$311K
ETIA
48
Epic Trust Investment Advisors
Washington
$309K
BWM
49
BCS Wealth Management
Tennessee
$290K -$5.95K -216 -2%
PA
50
PFG Advisors
Arizona
$287K -$1.1K -40 -0.4%

KAPR Hedge Fund Activity: Q3 2023 in Review

74 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q3 2023, worth a combined $98.9M — down 16% from $118M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of KAPR and 6 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 16 added.

The largest buyer was Osaic Holdings, adding an estimated $1.02M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $9.79M sold.

  • 74 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q3 2023, down from 82 in Q2 2023.
  • Funds reported $98.9M of Innovator US Small Cap Power Buffer ETF April stock for Q3 2023, down 16% quarter-over-quarter.
  • 6 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q3 2023 and 13 closed out, a net change of -7 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q3 2023 was Osaic Holdings, an estimated $1.02M added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q3 2023 was Personal CFO Solutions, an estimated $9.79M sold.

Based on aggregated 13F filings for Q3 2023.