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Innovator US Small Cap Power Buffer ETF April

50 hedge funds and large institutions have $55.9M invested in Innovator US Small Cap Power Buffer ETF April in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

48% more capital invested

Capital invested by funds: $37.7M → $55.9M (+$18.2M)

25% more funds holding

Funds holding: 4050 (+10)

10.61% more ownership

Funds ownership: 50.74%61.35% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+10
Holders Change %
+25%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
16
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Avalon Capital Management
California
$9.1M +$9.52M +377,392 New
PCS
2
Personal CFO Solutions
New Jersey
$8.15M +$8.53M +337,981 New
Osaic Holdings
3
Osaic Holdings
Arizona
$5.37M -$345K -13,671 -6%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$4.12M -$30.2K -1,198 -0.7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.92M -$726K -28,780 -19%
GI
6
Gradient Investments
Minnesota
$2.77M +$2.89M +114,614 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.7M +$110K +4,370 +4%
LNC
8
Lincoln National Corp
Pennsylvania
$1.64M +$616K +24,404 +56%
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$1.63M +$1.7M +67,453 New
MPCL
10
My Personal CFO LLC
Washington
$1.3M -$454K -18,000 -25%
KAS
11
Kestra Advisory Services
Texas
$1.25M +$182K +7,195 +16%
Cerity Partners
12
Cerity Partners
New York
$1.06M +$1.11M +44,166 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$991K -$104K -4,139 -9%
CIAS
14
Capital Investment Advisory Services
North Carolina
$886K -$53.6K -2,123 -5%
AAS
15
Avantax Advisory Services
Texas
$871K +$260K +10,298 +40%
NCM
16
NCM Capital Management
New Jersey
$863K +$222K +8,788 +33%
RTS
17
Round Table Services
New Jersey
$805K -$465K -18,421 -36%
PWA
18
Pillar Wealth Advisors
Pennsylvania
$649K
OMC
19
Old Mission Capital
Illinois
$583K +$610K +24,183 New
FFA
20
Fragasso Financial Advisors
Pennsylvania
$553K +$65.1K +2,579 +13%
MSFS
21
Main Street Financial Solutions
Pennsylvania
$549K
Jane Street
22
Jane Street
New York
$537K -$617K -24,456 -52%
NFG
23
Nations Financial Group
Iowa
$499K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$494K +$14.5K +576 +3%
SWA
25
Stratos Wealth Advisors
Ohio
$454K +$475K +18,812 New

KAPR Hedge Fund Activity: Q2 2022 in Review

50 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q2 2022, worth a combined $55.9M — up 48% from $37.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KAPR positions and 6 closed out — a net gain of 11 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $9.52M. The largest seller was Commonwealth Equity Services, cutting an estimated $726K.

  • 50 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q2 2022, up from 40 in Q1 2022.
  • Funds reported $55.9M of Innovator US Small Cap Power Buffer ETF April stock for Q2 2022, up 48% quarter-over-quarter.
  • 17 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q2 2022 and 6 closed out, a net change of +11 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q2 2022 was Avalon Capital Management, an estimated $9.52M added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q2 2022 was Commonwealth Equity Services, an estimated $726K sold.

Based on aggregated 13F filings for Q2 2022.