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Innovator US Small Cap Power Buffer ETF April
KAPR

53 hedge funds and large institutions have $48.9M invested in Innovator US Small Cap Power Buffer ETF April in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

8% more funds holding

Funds holding: 49 → 53 (+4)

7.9% more ownership

Funds ownership: 53.08% → 60.97% (+7.9%)

1% more capital invested

Capital invested by funds: $48.6M → $48.9M (+$269K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

57% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 21

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
9
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$745K
2
CAL
Capital Analysts LLC
Pennsylvania
+$506K
3
AAS
Avantax Advisory Services
Texas
+$376K
4
AGA
Accuvest Global Advisors
Utah
+$361K
5
ACM
Arlington Capital Management
Illinois
+$314K

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.42M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$825K
3
ACM
Avalon Capital Management
California
-$513K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$476K
5
NCM
NCM Capital Management
New Jersey
-$449K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$8.24M -$54.4K -2,160 -0.7%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.16M -$160K -6,342 -3%
ACM
3
Avalon Capital Management
California
$5.85M -$513K -20,348 -8%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$4.32M -$57.7K -2,290 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.26M -$196K -7,756 -8%
Cerity Partners
6
Cerity Partners
New York
$1.86M +$745K +29,541 +67%
AAS
7
Avantax Advisory Services
Texas
$1.81M +$376K +14,900 +26%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$1.68M -$22.7K -900 -1%
LNC
9
Lincoln National Corp
Pennsylvania
$1.57M – – –
KAS
10
Kestra Advisory Services
Texas
$1.52M -$38.8K -1,541 -3%
CIAS
11
Capital Investment Advisory Services
North Carolina
$932K -$59.2K -2,350 -6%
CAL
12
Capital Analysts LLC
Pennsylvania
$815K +$506K +20,086 +166%
AGA
13
Accuvest Global Advisors
Utah
$725K +$361K +14,340 +100%
PWA
14
Pillar Wealth Advisors
Pennsylvania
$680K – – –
SAG
15
SageView Advisory Group
California
$593K +$591K +23,449 New
NFG
16
Nations Financial Group
Iowa
$571K -$630 -25 -0.1%
SWA
17
Stratos Wealth Advisors
Ohio
$564K -$252 -10 -0%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$499K +$20.4K +809 +4%
GSIS
19
Global Strategic Investment Solutions
Arizona
$461K – – –
DFA
20
DHJJ Financial Advisors
Illinois
$460K -$8.54K -339 -2%
CAN
21
Cetera Advisor Networks
California
$428K -$12.6K -500 -3%
HighTower Advisors
22
HighTower Advisors
Illinois
$418K +$119K +4,709 +40%
FFA
23
Fragasso Financial Advisors
Pennsylvania
$403K -$27.7K -1,100 -6%
AF
24
Advisornet Financial
Minnesota
$362K -$23.5K -933 -6%
DI
25
Diligent Investors
California
$351K – – –
1
2 3

KAPR Hedge Fund Activity: Q4 2022 in Review

53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q4 2022, worth a combined $48.9M — up 0.55% from $48.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KAPR positions and 5 closed out — a net gain of 5 holders — while 9 added to existing stakes and 21 trimmed.

The largest buyer was Cerity Partners, adding an estimated $745K. The largest seller was Cetera Investment Advisers, cutting an estimated $2.42M.

  • 53 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q4 2022, up from 49 in Q3 2022.
  • Funds reported $48.9M of Innovator US Small Cap Power Buffer ETF April stock for Q4 2022, up 0.55% quarter-over-quarter.
  • 10 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q4 2022 and 5 closed out, a net change of +5 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q4 2022 was Cerity Partners, an estimated $745K added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q4 2022 was Cetera Investment Advisers, an estimated $2.42M sold.

Based on aggregated 13F filings for Q4 2022.