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Innovator US Small Cap Power Buffer ETF April

102 hedge funds and large institutions have $88.1M invested in Innovator US Small Cap Power Buffer ETF April in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

11% more funds holding

Funds holding: 92102 (+10)

2.45% less ownership

Funds ownership: 53.95%51.5% (-2.4%)

17% less capital invested

Capital invested by funds: $106M → $88.1M (-$17.5M)

46% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
19
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LBC
51
Leigh Baldwin & Co
New York
$480K +$486K +14,675 New
CPA
52
Clear Point Advisors
New York
$479K
SPWM
53
Straight Path Wealth Management
Michigan
$472K +$19.9K +599 +4%
AL
54
ACAS LLC
California
$469K +$88.5K +2,670 +24%
MPCL
55
My Personal CFO LLC
Washington
$449K
EWA
56
EP Wealth Advisors
California
$431K -$113K -3,410 -21%
CIA
57
Concurrent Investment Advisors
Florida
$427K
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$411K +$75.2K +2,268 +22%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$406K
TC
60
TownSquare Capital
Utah
$402K
SWA
61
Stratos Wealth Advisors
Ohio
$396K -$4.64K -140 -1%
LIWM
62
Long Island Wealth Management
New York
$391K +$1.82K +55 +0.5%
BWM
63
BCS Wealth Management
Tennessee
$387K -$12.8K -387 -3%
RCM
64
Riggs Capital Management
Utah
$363K +$368K +11,101 New
NRI
65
NFP Retirement Inc
California
$361K
BFG
66
Berger Financial Group
Minnesota
$361K -$42.8K -1,292 -10%
BFA
67
Beacon Financial Advisory
Ohio
$349K
AIC
68
Archer Investment Corporation
Indiana
$343K
IFG
69
Independent Financial Group
California
$305K -$127K -3,839 -29%
VPF
70
Vantage Point Financial
Illinois
$274K +$277K +8,368 New
WW
71
Winnow Wealth
Texas
$268K +$273K +8,237 New
AWA
72
Arete Wealth Advisors
Illinois
$266K
FNWA
73
Financial Network Wealth Advisors
Utah
$262K -$17.2K -518 -6%
CPCM
74
Cardinal Point Capital Management
Ontario, Canada
$241K
AWA
75
ARQ Wealth Advisors
Arizona
$233K +$25.8K +779 +12%

KAPR Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q4 2024, worth a combined $88.1M — down 17% from $106M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KAPR positions and 8 closed out — a net gain of 12 holders — while 19 added to existing stakes and 35 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.2M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $11.4M sold.

  • 102 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q4 2024, up from 92 in Q3 2024.
  • Funds reported $88.1M of Innovator US Small Cap Power Buffer ETF April stock for Q4 2024, down 17% quarter-over-quarter.
  • 20 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q4 2024 and 8 closed out, a net change of +12 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q4 2024 was Susquehanna International Group, an estimated $1.2M added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q4 2024 was Personal CFO Solutions, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2024.