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Innovator US Small Cap Power Buffer ETF April
KAPR

74 hedge funds and large institutions have $73M invested in Innovator US Small Cap Power Buffer ETF April in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.76% more ownership

Funds ownership: 55.2% → 60.97% (+5.8%)

11% less funds holding

Funds holding: 83 → 74 (-9)

25% less capital invested

Capital invested by funds: $97.1M → $73M (-$24.1M)

58% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 31

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
74
Holders Change
-9
Holders Change %
-10.84%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
5
Increased
13
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
Tradition Wealth Management
Minnesota
+$4.33M
2
BCM
Brookstone Capital Management
Illinois
+$3.18M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.51M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$805K
5
William Blair & Company
William Blair & Company
Illinois
+$724K

Top Sellers

1
PP
PFS Partners
New Jersey
-$12.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.62M
3
ACM
Avalon Capital Management
California
-$3.54M
4
DLHL
Donald L. Hagan LLC
Florida
-$2.89M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Wealth Alliance
New York
$693K – – –
CA
27
Cetera Advisors
Colorado
$658K -$116K -3,964 -16%
NFG
28
Nations Financial Group
Iowa
$617K -$35K -1,195 -6%
FFA
29
Fragasso Financial Advisors
Pennsylvania
$600K -$21.9K -750 -4%
CA
30
Corrado Advisors
New Jersey
$578K -$16.6K -568 -3%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$565K +$19.2K +655 +4%
DFA
32
DHJJ Financial Advisors
Illinois
$557K -$17.6K -600 -3%
CAG
33
Compass Advisory Group
New York
$536K – – –
LPL Financial
34
LPL Financial
California
$532K -$23.9K -817 -5%
NA
35
NewEdge Advisors
Louisiana
$518K +$166K +5,674 +52%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$471K -$64.1K -2,190 -13%
CPA
37
Clear Point Advisors
New York
$457K – – –
AF
38
Advisornet Financial
Minnesota
$442K – – –
MPCL
39
My Personal CFO LLC
Washington
$428K – – –
DLHL
40
Donald L. Hagan LLC
Florida
$425K -$2.89M -98,822 -88%
SPWM
41
Straight Path Wealth Management
Michigan
$416K – – –
WCG
42
Weaver Consulting Group
California
$383K – – –
SWA
43
Stratos Wealth Advisors
Ohio
$382K -$24K -820 -6%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$373K -$48.1K -1,643 -12%
MSFS
45
Main Street Financial Solutions
Pennsylvania
$372K – – –
FNWA
46
Financial Network Wealth Advisors
Utah
$371K -$10.8K -370 -3%
TC
47
TownSquare Capital
Utah
$371K -$10.8K -370 -3%
LIWM
48
Long Island Wealth Management
New York
$370K – – –
ETIA
49
Epic Trust Investment Advisors
Washington
$354K – – –
NRI
50
NFP Retirement Inc
California
$342K +$321K +10,969 New
1
2
3 4

KAPR Hedge Fund Activity: Q1 2024 in Review

74 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q1 2024, worth a combined $73M — down 25% from $97.1M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of KAPR and 5 opened new positions — a net loss of 9 holders — while 31 trimmed existing stakes and 13 added.

The largest buyer was Tradition Wealth Management, opening a new position worth an estimated $4.33M. The largest seller was PFS Partners, cutting an estimated $12.1M.

  • 74 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q1 2024, down from 83 in Q4 2023.
  • Funds reported $73M of Innovator US Small Cap Power Buffer ETF April stock for Q1 2024, down 25% quarter-over-quarter.
  • 5 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q1 2024 and 14 closed out, a net change of -9 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q1 2024 was Tradition Wealth Management, an estimated $4.33M added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q1 2024 was PFS Partners, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2024.