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Innovator US Small Cap Power Buffer ETF April
KAPR

92 hedge funds and large institutions have $106M invested in Innovator US Small Cap Power Buffer ETF April in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

4% more capital invested

Capital invested by funds: $102M → $106M (+$3.99M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 93 → 92 (-1)

5.04% less ownership

Funds ownership: 58.99% → 53.95% (-5%)

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
32
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCG
Catalina Capital Group
California
+$3.17M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.36M
3
RGF
Retirement Guys Formula
Ohio
+$760K
4
Osaic Holdings
Osaic Holdings
Arizona
+$576K
5
TCM
Triumph Capital Management
Colorado
+$563K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$3.82M
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$2.13M
3
SI
Stephens Inc
Arkansas
-$1.71M
4
KAS
Kestra Advisory Services
Texas
-$1.33M
5
PCS
Private Client Services
Kentucky
-$869K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Maltin Wealth Management
New Jersey
$493K +$482K +15,199 New
CPA
52
Clear Point Advisors
New York
$476K – – –
SPWM
53
Straight Path Wealth Management
Michigan
$450K +$16.1K +509 +4%
MPCL
54
My Personal CFO LLC
Washington
$446K – – –
IFG
55
Independent Financial Group
California
$427K -$5.8K -183 -1%
CIA
56
Concurrent Investment Advisors
Florida
$424K – – –
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$403K – – –
BFG
58
Berger Financial Group
Minnesota
$400K +$62.5K +1,972 +19%
TC
59
TownSquare Capital
Utah
$399K – – –
SWA
60
Stratos Wealth Advisors
Ohio
$398K – – –
BWM
61
BCS Wealth Management
Tennessee
$396K +$19.1K +601 +5%
LIWM
62
Long Island Wealth Management
New York
$386K – – –
AL
63
ACAS LLC
California
$367K +$13.1K +413 +4%
NRI
64
NFP Retirement Inc
California
$359K +$2.54K +80 +0.7%
BFA
65
Beacon Financial Advisory
Ohio
$347K +$92.4K +2,915 +38%
AIC
66
Archer Investment Corporation
Indiana
$341K – – –
CA
67
CoreCap Advisors
Michigan
$336K +$53.1K +1,673 +19%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$334K – – –
CSPIA
69
Cary Street Partners Investment Advisory
Virginia
$325K +$317K +10,009 New
CCM
70
Coldstream Capital Management
Washington
$286K -$458K -14,432 -62%
SEIA
71
Signature Estate & Investment Advisors
California
$280K -$102K -3,214 -27%
FNWA
72
Financial Network Wealth Advisors
Utah
$277K -$119K -3,767 -31%
CWM
73
Castle Wealth Management
Florida
$275K -$143K -4,515 -35%
AWA
74
Arete Wealth Advisors
Illinois
$263K +$25.4K +800 +11%
OMC
75
Old Mission Capital
Illinois
$244K +$238K +7,515 New
1 2
3
4 5

KAPR Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q3 2024, worth a combined $106M — up 3.9% from $102M a quarter earlier.

Fund positioning in KAPR was balanced in Q3 2024: 11 funds opened new positions, 11 closed out, 32 added to existing stakes and 29 trimmed.

The largest buyer was Catalina Capital Group, opening a new position worth an estimated $3.17M. The largest seller was Brookstone Capital Management, cutting an estimated $3.82M.

  • 92 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q3 2024, down from 93 in Q2 2024.
  • Funds reported $106M of Innovator US Small Cap Power Buffer ETF April stock for Q3 2024, up 3.9% quarter-over-quarter.
  • 11 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q3 2024 and 11 closed out, a net change of 0 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q3 2024 was Catalina Capital Group, an estimated $3.17M added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q3 2024 was Brookstone Capital Management, an estimated $3.82M sold.

Based on aggregated 13F filings for Q3 2024.