We are live on ! Find out more
KAPR icon

Innovator US Small Cap Power Buffer ETF April

38 hedge funds and large institutions have $38.4M invested in Innovator US Small Cap Power Buffer ETF April in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

85% more capital invested

Capital invested by funds: $20.8M → $38.4M (+$17.6M)

58% more funds holding

Funds holding: 2438 (+14)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

83.6% less ownership

Funds ownership: 139.28%55.68% (-84%)

Holders
38
Holders Change
+14
Holders Change %
+58.33%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
13
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$9.27M +$9.15M +335,032 New
TWM
2
Tradition Wealth Management
Minnesota
$5.73M +$4.95M +181,348 +702%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.5M +$2.67M +97,797 +97%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$4.72M -$105K -3,839 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.68M +$1.04M +37,923 +165%
ACM
6
Arlington Capital Management
Illinois
$1.6M +$740K +27,120 +88%
LNC
7
Lincoln National Corp
Pennsylvania
$1.21M +$408K +14,941 +52%
CIAS
8
Capital Investment Advisory Services
North Carolina
$855K +$844K +30,902 New
KCM
9
Kathmere Capital Management
Pennsylvania
$751K +$331K +12,120 +81%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$689K +$448K +16,399 +193%
KAS
11
Kestra Advisory Services
Texas
$688K +$415K +15,182 +157%
SI
12
Stephens Inc
Arkansas
$678K +$669K +24,514 New
MSFS
13
Main Street Financial Solutions
Pennsylvania
$629K +$147K +5,400 +31%
FFG
14
Frisch Financial Group
New York
$578K +$570K +20,891 New
DFA
15
DHJJ Financial Advisors
Illinois
$484K +$478K +17,502 New
CAN
16
Cetera Advisor Networks
California
$430K +$424K +15,546 New
AAS
17
Avantax Advisory Services
Texas
$371K +$368K +13,490 New
AL
18
ACAS LLC
California
$360K +$90.9K +3,331 +34%
KWM
19
Kingsview Wealth Management
Oregon
$337K +$333K +12,179 New
CAG
20
Compass Advisory Group
New York
$319K +$315K +11,540 New
BWM
21
BCGM Wealth Management
Indiana
$276K -$27.3K -1,000 -9%
OMC
22
Old Mission Capital
Illinois
$220K +$217K +7,951 New
NF
23
Nikulski Financial
Iowa
$212K +$212K +7,775 New
S
24
SignatureFD
Georgia
$125K +$113K +4,148 +1,121%
BFC
25
Bedel Financial Consulting
Indiana
$113K -$10.9K -399 -9%

KAPR Hedge Fund Activity: Q2 2021 in Review

38 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q2 2021, worth a combined $38.4M — up 85% from $20.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KAPR positions and 4 closed out — a net gain of 14 holders — while 13 added to existing stakes and 4 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $9.15M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $7.41M sold.

  • 38 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q2 2021, up from 24 in Q1 2021.
  • Funds reported $38.4M of Innovator US Small Cap Power Buffer ETF April stock for Q2 2021, up 85% quarter-over-quarter.
  • 18 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q2 2021 and 4 closed out, a net change of +14 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q2 2021 was HighTower Advisors, an estimated $9.15M added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q2 2021 was Personal CFO Solutions, an estimated $7.41M sold.

Based on aggregated 13F filings for Q2 2021.