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Innovator US Small Cap Power Buffer ETF April
KAPR

49 hedge funds and large institutions have $48.6M invested in Innovator US Small Cap Power Buffer ETF April in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 50 → 49 (-1)

8.27% less ownership

Funds ownership: 61.35% → 53.08% (-8.3%)

13% less capital invested

Capital invested by funds: $55.9M → $48.6M (-$7.3M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
10
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$694K
2
AAS
Avantax Advisory Services
Texas
+$524K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$500K
4
AGA
Accuvest Global Advisors
Utah
+$362K
5
DI
Diligent Investors
California
+$350K

Top Sellers

1
ACM
Avalon Capital Management
California
-$3.17M
2
GI
Gradient Investments
Minnesota
-$2.86M
3
MPCL
My Personal CFO LLC
Washington
-$1.22M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$602K
5
Jane Street
Jane Street
New York
-$537K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$7.87M -$255K -10,103 -3%
ACM
2
Avalon Capital Management
California
$6.04M -$3.17M -125,725 -33%
Osaic Holdings
3
Osaic Holdings
Arizona
$6M +$694K +27,500 +12%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$4.05M -$53.1K -2,104 -1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.64M -$48.6K -1,926 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.33M -$602K -23,867 -20%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$1.62M -$3.58K -142 -0.2%
LNC
8
Lincoln National Corp
Pennsylvania
$1.49M -$152K -6,044 -9%
KAS
9
Kestra Advisory Services
Texas
$1.48M +$247K +9,804 +19%
AAS
10
Avantax Advisory Services
Texas
$1.36M +$524K +20,765 +58%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.07M +$98.4K +3,900 +10%
Cerity Partners
12
Cerity Partners
New York
$1.06M – – –
CIAS
13
Capital Investment Advisory Services
North Carolina
$942K +$63.1K +2,500 +7%
RTS
14
Round Table Services
New Jersey
$801K – – –
PWA
15
Pillar Wealth Advisors
Pennsylvania
$646K – – –
MSFS
16
Main Street Financial Solutions
Pennsylvania
$546K – – –
NFG
17
Nations Financial Group
Iowa
$543K +$48.4K +1,920 +9%
SWA
18
Stratos Wealth Advisors
Ohio
$535K +$88K +3,490 +19%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$476K +$500K +19,821 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$454K +$33.3K +1,320 +8%
NCM
21
NCM Capital Management
New Jersey
$449K -$431K -17,100 -48%
DFA
22
DHJJ Financial Advisors
Illinois
$445K -$378 -15 -0.1%
GSIS
23
Global Strategic Investment Solutions
Arizona
$437K +$27.4K +1,086 +6%
CAN
24
Cetera Advisor Networks
California
$418K -$18.7K -741 -4%
FFA
25
Fragasso Financial Advisors
Pennsylvania
$409K -$148K -5,886 -26%
1
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KAPR Hedge Fund Activity: Q3 2022 in Review

49 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q3 2022, worth a combined $48.6M — down 13% from $55.9M a quarter earlier.

Fund positioning in KAPR was balanced in Q3 2022: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 19 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $694K. The largest seller was Avalon Capital Management, cutting an estimated $3.17M.

  • 49 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q3 2022, down from 50 in Q2 2022.
  • Funds reported $48.6M of Innovator US Small Cap Power Buffer ETF April stock for Q3 2022, down 13% quarter-over-quarter.
  • 5 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q3 2022 and 5 closed out, a net change of 0 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q3 2022 was Osaic Holdings, an estimated $694K added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q3 2022 was Avalon Capital Management, an estimated $3.17M sold.

Based on aggregated 13F filings for Q3 2022.