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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
TC
51
TownSquare Capital
Utah
$335K +$324K +12,157 New
MSFS
52
Main Street Financial Solutions
Pennsylvania
$329K – – –
WCG
53
Weaver Consulting Group
California
$328K +$97.3K +3,655 +44%
William Blair & Company
54
William Blair & Company
Illinois
$320K +$310K +11,628 New
ETIA
55
Epic Trust Investment Advisors
Washington
$318K – – –
BWM
56
BCS Wealth Management
Tennessee
$304K +$31.6K +1,186 +12%
PA
57
PFG Advisors
Arizona
$296K +$287K +10,766 New
AIC
58
Archer Investment Corporation
Indiana
$289K – – –
ICG
59
InterOcean Capital Group
Tennessee
$286K +$277K +10,395 New
AL
60
ACAS LLC
California
$280K -$20.5K -770 -7%
CBFP
61
Cedar Brook Financial Partners
Ohio
$228K +$221K +8,280 New
SPWM
62
Straight Path Wealth Management
Michigan
$222K +$214K +8,050 New
AWM
63
AE Wealth Management
Kansas
$217K – – –
AWS
64
Atria Wealth Solutions
New York
$216K +$209K +7,860 New
CPCM
65
Cardinal Point Capital Management
Ontario, Canada
$203K +$196K +7,360 New
S
66
SignatureFD
Georgia
$114K – – –
SWM
67
Sugarloaf Wealth Management
Georgia
$89.7K +$86.8K +3,258 New
WP
68
WealthPLAN Partners
Nebraska
$84K – – –
TWP
69
TFO Wealth Partners
Ohio
$80.7K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$71.1K +$43.8K +1,643 +175%
PIAS
71
PCA Investment Advisory Services
Ohio
$63.1K +$61K +2,290 New
Morgan Stanley
72
Morgan Stanley
New York
$55.1K – – –
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$51K -$5.33K -200 -10%
IA
74
IFP Advisors
Florida
$30.8K -$12K -452 -29%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$27.7K +$53 +2 +0.2%
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.