Innovator US Small Cap Power Buffer ETF April
KAPR
74 hedge funds and large institutions have $98.9M invested in Innovator US Small Cap Power Buffer ETF April in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3.08% less ownership
Funds ownership: 63.2% → 60.12% (-3.1%)
10% less funds holding
Funds holding: 82 → 74 (-8)
16% less capital invested
Capital invested by funds: $118M → $98.9M (-$19.1M)
33% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 24
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.02M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$388K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$286K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$271K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$9.79M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$2.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.5M |
| 4 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
-$1.04M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$871K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.5M | -54,541 | Closed |
|
|
WIA
77
World Investment Advisors
Santa Barbara,
California
| – | -$871K | -31,375 | Closed |
|
|
ASN
78
Advisory Services Network
Atlanta,
Georgia
| – | -$696K | -25,258 | Closed |
|
|
AGA
79
Accuvest Global Advisors
Provo,
Utah
| – | -$393K | -14,260 | Closed |
|
|
AWM
80
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | -$350K | -12,700 | Closed |
|
|
CBFP
81
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$228K | -8,280 | Closed |
|
|
AWM
82
AE Wealth Management
Topeka,
Kansas
| – | -$217K | -7,871 | Closed |
|
|
CPCM
83
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| – | -$203K | -7,360 | Closed |
|
|
WP
84
WealthPLAN Partners
Omaha,
Nebraska
| – | -$84K | -3,050 | Closed |
|
|
PIAS
85
PCA Investment Advisory Services
Cincinnati,
Ohio
| – | -$63.1K | -2,290 | Closed |
|
86
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$51K | -1,870 | Closed |
|
|
FA
87
Fiduciary Alliance
Greenville,
South Carolina
| – | -$8.81K | -320 | Closed |
|
KAPR Hedge Fund Activity: Q3 2023 in Review
74 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q3 2023, worth a combined $98.9M — down 16% from $118M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of KAPR and 6 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 16 added.
The largest buyer was Osaic Holdings, adding an estimated $1.02M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $9.79M sold.
- 74 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q3 2023, down from 82 in Q2 2023.
- Funds reported $98.9M of Innovator US Small Cap Power Buffer ETF April stock for Q3 2023, down 16% quarter-over-quarter.
- 6 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q3 2023 and 13 closed out, a net change of -7 holders.
- The largest Innovator US Small Cap Power Buffer ETF April buyer in Q3 2023 was Osaic Holdings, an estimated $1.02M added.
- The largest Innovator US Small Cap Power Buffer ETF April seller in Q3 2023 was Personal CFO Solutions, an estimated $9.79M sold.
Based on aggregated 13F filings for Q3 2023.