We are live on ! Find out more
KAPR icon

Innovator US Small Cap Power Buffer ETF April
KAPR

93 hedge funds and large institutions have $102M invested in Innovator US Small Cap Power Buffer ETF April in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

290% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 10

39% more capital invested

Capital invested by funds: $73M → $102M (+$28.6M)

26% more funds holding

Funds holding: 74 → 93 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.98% less ownership

Funds ownership: 60.97% → 58.99% (-2%)

Holders
93
Holders Change
+19
Holders Change %
+25.68%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
39
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
Personal CFO Solutions
New Jersey
+$10.6M
2
FCFC
First Commonwealth Financial Corp
Pennsylvania
+$2.97M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.5M
4
SAG
SageView Advisory Group
California
+$2.18M
5
William Blair & Company
William Blair & Company
Illinois
+$2.14M

Top Sellers

1
SIA
Spectrum Investment Advisors
Wisconsin
-$4.63M
2
LNC
Lincoln National Corp
Pennsylvania
-$2.43M
3
SEA
Stegent Equity Advisors
Texas
-$1.23M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$545K
5
HAS
HBW Advisory Services
California
-$538K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
51
Straight Path Wealth Management
Michigan
$411K – – –
JCM
52
Jacobi Capital Management
Pennsylvania
$408K +$404K +13,238 New
CIA
53
Concurrent Investment Advisors
Florida
$402K +$399K +13,054 New
CWM
54
Castle Wealth Management
Florida
$400K +$396K +12,981 New
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$382K +$379K +12,415 New
FNWA
56
Financial Network Wealth Advisors
Utah
$379K +$11.8K +386 +3%
TC
57
TownSquare Capital
Utah
$379K +$11.8K +386 +3%
SWA
58
Stratos Wealth Advisors
Ohio
$378K – – –
LIWM
59
Long Island Wealth Management
New York
$366K – – –
SEIA
60
Signature Estate & Investment Advisors
California
$364K +$361K +11,833 New
BWM
61
BCS Wealth Management
Tennessee
$357K +$62.4K +2,043 +21%
AL
62
ACAS LLC
California
$352K +$22.1K +725 +7%
ETIA
63
Epic Trust Investment Advisors
Washington
$349K – – –
NRI
64
NFP Retirement Inc
California
$338K – – –
AIC
65
Archer Investment Corporation
Indiana
$323K – – –
BFG
66
Berger Financial Group
Minnesota
$319K +$316K +10,360 New
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$317K -$51.5K -1,685 -14%
CA
68
CoreCap Advisors
Michigan
$267K +$186K +6,083 +235%
BFA
69
Beacon Financial Advisory
Ohio
$239K +$237K +7,766 New
OIA
70
OneDigital Investment Advisors
Kansas
$238K +$236K +7,740 New
AWM
71
AE Wealth Management
Kansas
$234K +$232K +7,585 New
CPCM
72
Cardinal Point Capital Management
Ontario, Canada
$227K – – –
AWA
73
Arete Wealth Advisors
Illinois
$224K +$223K +7,300 New
GS
74
GTS Securities
New York
$220K +$218K +7,135 New
SPC
75
Sigma Planning Corp
Michigan
$219K +$217K +7,122 New
1 2
3
4

KAPR Hedge Fund Activity: Q2 2024 in Review

93 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q2 2024, worth a combined $102M — up 39% from $73M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KAPR positions and 7 closed out — a net gain of 22 holders — while 39 added to existing stakes and 10 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $10.6M. The largest seller was Spectrum Investment Advisors, exiting entirely with an estimated $4.63M sold.

  • 93 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q2 2024, up from 74 in Q1 2024.
  • Funds reported $102M of Innovator US Small Cap Power Buffer ETF April stock for Q2 2024, up 39% quarter-over-quarter.
  • 29 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q2 2024 and 7 closed out, a net change of +22 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q2 2024 was Personal CFO Solutions, an estimated $10.6M added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q2 2024 was Spectrum Investment Advisors, an estimated $4.63M sold.

Based on aggregated 13F filings for Q2 2024.