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Innovator US Small Cap Power Buffer ETF April

56 hedge funds and large institutions have $53.3M invested in Innovator US Small Cap Power Buffer ETF April in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $48.9M → $53.3M (+$4.42M)

6% more funds holding

Funds holding: 5356 (+3)

4.36% more ownership

Funds ownership: 60.97%65.33% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
14
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$9.28M +$604K +23,117 +7%
ACM
2
Avalon Capital Management
California
$5.74M -$405K -15,503 -7%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.02M -$1.42M -54,209 -22%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$4.39M -$35.6K -1,360 -0.8%
CAN
5
Cetera Advisor Networks
California
$2.5M +$2.01M +76,924 +455%
AAS
6
Avantax Advisory Services
Texas
$2.33M +$417K +15,933 +22%
BCM
7
Brookstone Capital Management
Illinois
$2.28M +$2.24M +85,646 New
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$2.01M +$238K +9,114 +14%
KAS
9
Kestra Advisory Services
Texas
$1.7M +$103K +3,924 +7%
LNC
10
Lincoln National Corp
Pennsylvania
$1.67M +$14.8K +568 +0.9%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.53M +$1.51M +57,659 +1,153,180%
SAG
12
SageView Advisory Group
California
$1.43M +$791K +30,239 +129%
HAS
13
HBW Advisory Services
California
$892K +$876K +33,524 New
Cerity Partners
14
Cerity Partners
New York
$786K -$1.15M -44,166 -60%
PWA
15
Pillar Wealth Advisors
Pennsylvania
$715K
CAL
16
Capital Analysts LLC
Pennsylvania
$705K -$149K -5,715 -18%
NFG
17
Nations Financial Group
Iowa
$593K -$6.93K -265 -1%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$592K +$165K +6,297 +39%
SWA
19
Stratos Wealth Advisors
Ohio
$580K -$12.7K -485 -2%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$554K +$545K +20,830 New
PP
21
PFS Partners
New Jersey
$500K +$492K +18,800 New
DFA
22
DHJJ Financial Advisors
Illinois
$474K -$10.1K -385 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$471K -$52.3K -2,000 -10%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$441K +$74.8K +2,860 +21%
AGA
25
Accuvest Global Advisors
Utah
$379K -$377K -14,420 -50%

KAPR Hedge Fund Activity: Q1 2023 in Review

56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q1 2023, worth a combined $53.3M — up 9% from $48.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KAPR positions and 6 closed out — a net gain of 4 holders — while 14 added to existing stakes and 20 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $2.24M. The largest seller was Osaic Holdings, cutting an estimated $1.42M.

  • 56 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q1 2023, up from 53 in Q4 2022.
  • Funds reported $53.3M of Innovator US Small Cap Power Buffer ETF April stock for Q1 2023, up 9% quarter-over-quarter.
  • 10 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q1 2023 and 6 closed out, a net change of +4 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q1 2023 was Brookstone Capital Management, an estimated $2.24M added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q1 2023 was Osaic Holdings, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2023.