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Innovator US Small Cap Power Buffer ETF April
KAPR

83 hedge funds and large institutions have $97.1M invested in Innovator US Small Cap Power Buffer ETF April in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

12% more funds holding

Funds holding: 74 → 83 (+9)

2% less capital invested

Capital invested by funds: $98.9M → $97.1M (-$1.82M)

4.92% less ownership

Funds ownership: 60.12% → 55.2% (-4.9%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

48% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 31

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
16
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.41M
2
AWS
Atria Wealth Solutions
New York
+$1.33M
3
WIA
World Investment Advisors
California
+$925K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$496K
5
LPL Financial
LPL Financial
California
+$484K

Top Sellers

1
ODFS
O'Donnell Financial Services
California
-$14.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.9M
3
AAS
Avantax Advisory Services
Texas
-$2.58M
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$2.58M
5
SI
Stephens Inc
Arkansas
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$381K -$8.89K -329 -2%
WCG
52
Weaver Consulting Group
California
$359K +$10.8K +400 +3%
TC
53
TownSquare Capital
Utah
$359K +$3.57K +132 +1%
FNWA
54
Financial Network Wealth Advisors
Utah
$359K +$332K +12,289 New
MSFS
55
Main Street Financial Solutions
Pennsylvania
$349K – – –
LIWM
56
Long Island Wealth Management
New York
$347K +$321K +11,890 New
William Blair & Company
57
William Blair & Company
Illinois
$339K – – –
ETIA
58
Epic Trust Investment Advisors
Washington
$331K -$5.41K -200 -2%
SS
59
Sunbelt Securities
Texas
$319K -$137K -5,070 -32%
NA
60
NewEdge Advisors
Louisiana
$315K +$296K +10,942 New
BCM
61
Brookstone Capital Management
Illinois
$307K – – –
AIC
62
Archer Investment Corporation
Indiana
$306K – – –
PA
63
PFG Advisors
Arizona
$299K -$13.2K -488 -5%
AL
64
ACAS LLC
California
$288K -$21.7K -802 -8%
BWM
65
BCS Wealth Management
Tennessee
$280K -$33.2K -1,230 -11%
RJA
66
Raymond James & Associates
Florida
$239K – – –
CPCM
67
Cardinal Point Capital Management
Ontario, Canada
$215K +$199K +7,360 New
AWA
68
Arete Wealth Advisors
Illinois
$213K +$197K +7,300 New
FA
69
FSA Advisors
Michigan
$212K +$196K +7,251 New
UBS Group
70
UBS Group
Switzerland
$179K +$164K +6,069 +7,493%
S
71
SignatureFD
Georgia
$121K – – –
Morgan Stanley
72
Morgan Stanley
New York
$117K +$54.1K +2,000 +100%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$112K – – –
SWM
74
Sugarloaf Wealth Management
Georgia
$95K – – –
TWP
75
TFO Wealth Partners
Ohio
$85.5K – – –
1 2
3
4

KAPR Hedge Fund Activity: Q4 2023 in Review

83 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q4 2023, worth a combined $97.1M — down 1.8% from $98.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KAPR positions and 7 closed out — a net gain of 9 holders — while 16 added to existing stakes and 31 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $9.41M. The largest seller was O'Donnell Financial Services, cutting an estimated $14.2M.

  • 83 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q4 2023, up from 74 in Q3 2023.
  • Funds reported $97.1M of Innovator US Small Cap Power Buffer ETF April stock for Q4 2023, down 1.8% quarter-over-quarter.
  • 16 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q4 2023 and 7 closed out, a net change of +9 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q4 2023 was Commonwealth Equity Services, an estimated $9.41M added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q4 2023 was O'Donnell Financial Services, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2023.