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Innovator US Small Cap Power Buffer ETF April

24 hedge funds and large institutions have $20.8M invested in Innovator US Small Cap Power Buffer ETF April in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

87.09% more ownership

Funds ownership: 52.19%139.28% (+87%)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

44% more capital invested

Capital invested by funds: $14.4M → $20.8M (+$6.32M)

20% more funds holding

Funds holding: 2024 (+4)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
3
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$7.41M +$7.37M +273,602 New
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$4.87M +$4.82M +179,027 New
Osaic Holdings
3
Osaic Holdings
Arizona
$2.74M +$1.71M +63,462 +169%
ACM
4
Arlington Capital Management
Illinois
$832K -$32.6K -1,210 -4%
LNC
5
Lincoln National Corp
Pennsylvania
$780K +$776K +28,820 New
TWM
6
Tradition Wealth Management
Minnesota
$700K -$603K -22,386 -46%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$620K +$22.3K +826 +4%
MSFS
8
Main Street Financial Solutions
Pennsylvania
$470K +$467K +17,350 New
KCM
9
Kathmere Capital Management
Pennsylvania
$407K -$56.3K -2,089 -12%
Wolverine Trading
10
Wolverine Trading
Illinois
$311K -$609K -22,600 -66%
BWM
11
BCGM Wealth Management
Indiana
$298K
AL
12
ACAS LLC
California
$262K +$261K +9,679 New
KAS
13
Kestra Advisory Services
Texas
$262K +$261K +9,687 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$230K +$24.2K +900 +12%
VWA
15
Visionary Wealth Advisors
Illinois
$213K +$211K +7,850 New
BFC
16
Bedel Financial Consulting
Indiana
$121K
TWP
17
TFO Wealth Partners
Ohio
$79K
HFA
18
Hoover Financial Advisors
Pennsylvania
$54K +$53.9K +2,000 New
CAL
19
Capital Analysts LLC
Pennsylvania
$41K +$40.8K +1,515 New
NFG
20
Next Financial Group
Texas
$31K +$31.1K +1,156 New
BMD
21
Better Money Decisions
New Mexico
$12K +$11.4K +425 New
CFGS
22
Concourse Financial Group Securities
Alabama
$11K
S
23
SignatureFD
Georgia
$10K +$9.97K +370 New
AF
24
Advisornet Financial
Minnesota
$3K +$2.69K +100 New
ACM
25
Avalon Capital Management
California
-$4M -148,996 Closed

KAPR Hedge Fund Activity: Q1 2021 in Review

24 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q1 2021, worth a combined $20.8M — up 44% from $14.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KAPR positions and 8 closed out — a net gain of 5 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $7.37M. The largest seller was Avalon Capital Management, exiting entirely with an estimated $4M sold.

  • 24 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q1 2021, up from 20 in Q4 2020.
  • Funds reported $20.8M of Innovator US Small Cap Power Buffer ETF April stock for Q1 2021, up 44% quarter-over-quarter.
  • 13 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q1 2021 and 8 closed out, a net change of +5 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q1 2021 was Personal CFO Solutions, an estimated $7.37M added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q1 2021 was Avalon Capital Management, an estimated $4M sold.

Based on aggregated 13F filings for Q1 2021.