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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
PP
76
PFS Partners
New Jersey
$213K +$187K +6,134 +784%
GCP
77
Gill Capital Partners
Colorado
$210K +$208K +6,808 New
KWM
78
Kingsview Wealth Management
Oregon
$205K -$78K -2,555 -28%
SWM
79
Sugarloaf Wealth Management
Georgia
$162K +$61K +1,999 +61%
S
80
SignatureFD
Georgia
$128K – – –
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$118K – – –
IA
82
IFP Advisors
Florida
$105K +$69.5K +2,276 +203%
SPIA
83
Steward Partners Investment Advisory
New York
$79.6K – – –
GTAM
84
Global Trust Asset Management
Florida
$77K +$15.3K +500 +25%
AF
85
Allworth Financial
California
$69K +$66.2K +2,169 New
GWM
86
Geneos Wealth Management
Colorado
$46.2K +$45.8K +1,500 New
HI
87
Harbour Investments
Wisconsin
$42.1K +$37.5K +1,229 +891%
OCM
88
Orion Capital Management
California
$23.1K +$22.9K +751 New
TWP
89
Triad Wealth Partners
Kansas
$17.1K +$16.9K +554 New
CIAS
90
Capital Investment Advisory Services
North Carolina
$15.8K – – –
PS
91
Principal Securities
Iowa
$12.7K – – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$9.58K +$9.5K +311 New
JP Morgan Chase
93
JP Morgan Chase
New York
$2.03K +$2.02K +66 New
SIA
94
Spectrum Investment Advisors
Wisconsin
– -$4.63M -148,657 Closed
LNC
95
Lincoln National Corp
Pennsylvania
– -$2.43M -77,948 Closed
SEA
96
Stegent Equity Advisors
Texas
– -$1.23M -39,540 Closed
DLHL
97
Donald L. Hagan LLC
Florida
– -$425K -13,636 Closed
PA
98
PFG Advisors
Arizona
– -$212K -6,788 Closed
TWP
99
TFO Wealth Partners
Ohio
– -$91.3K -2,930 Closed
JGCM
100
Joseph Group Capital Management
Ohio
– -$12.5K -400 Closed
1 2 3
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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.