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Innovator US Small Cap Power Buffer ETF April

47 hedge funds and large institutions have $56M invested in Innovator US Small Cap Power Buffer ETF April in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

55% more capital invested

Capital invested by funds: $36M → $56M (+$20M)

27% more funds holding

Funds holding: 3747 (+10)

17.36% more ownership

Funds ownership: 44.31%61.67% (+17%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
47
Holders Change
+10
Holders Change %
+27.03%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
8
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$9.32M -$92.7K -3,351 -1%
PWM
2
Pinnacle Wealth Management
California
$6.83M +$6.86M +248,031 New
Osaic Holdings
3
Osaic Holdings
Arizona
$6.57M -$248K -8,974 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.03M +$2.77M +100,199 +84%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$4.78M -$36.2K -1,307 -0.7%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.88M +$2.89M +104,444 New
MPCL
7
My Personal CFO LLC
Washington
$1.98M +$1.98M +71,731 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.63M +$1.64M +59,286 New
OMC
9
Old Mission Capital
Illinois
$1.48M +$1.48M +53,612 New
KAS
10
Kestra Advisory Services
Texas
$1.23M +$305K +11,040 +33%
LNC
11
Lincoln National Corp
Pennsylvania
$1.21M
CIAS
12
Capital Investment Advisory Services
North Carolina
$1.09M -$4.9K -177 -0.4%
RTS
13
Round Table Services
New Jersey
$1.03M +$1.03M +37,261 New
PWA
14
Pillar Wealth Advisors
Pennsylvania
$740K +$744K +26,886 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$641K -$5.53K -200 -0.9%
MSFS
16
Main Street Financial Solutions
Pennsylvania
$626K
FFG
17
Frisch Financial Group
New York
$594K -$71.9K -2,600 -11%
CA
18
CoreCap Advisors
Michigan
$490K +$492K +17,784 New
DFA
19
DHJJ Financial Advisors
Illinois
$487K +$4.62K +167 +1%
Truist Financial
20
Truist Financial
North Carolina
$467K +$265K +9,580 +130%
AAS
21
Avantax Advisory Services
Texas
$443K +$77.6K +2,803 +21%
CAN
22
Cetera Advisor Networks
California
$419K -$13.8K -500 -3%
ACM
23
Arlington Capital Management
Illinois
$388K -$1.32M -47,846 -77%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$379K +$381K +13,756 New
SI
25
Stephens Inc
Arkansas
$378K -$297K -10,730 -44%

KAPR Hedge Fund Activity: Q4 2021 in Review

47 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q4 2021, worth a combined $56M — up 55% from $36M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KAPR positions and 3 closed out — a net gain of 10 holders — while 8 added to existing stakes and 14 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.89M. The largest seller was Arlington Capital Management, cutting an estimated $1.32M.

  • 47 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q4 2021, up from 37 in Q3 2021.
  • Funds reported $56M of Innovator US Small Cap Power Buffer ETF April stock for Q4 2021, up 55% quarter-over-quarter.
  • 13 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q4 2021 and 3 closed out, a net change of +10 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q4 2021 was Cetera Investment Advisers, an estimated $2.89M added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q4 2021 was Arlington Capital Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2021.