Innovator US Small Cap Power Buffer ETF April
KAPR
74 hedge funds and large institutions have $98.9M invested in Innovator US Small Cap Power Buffer ETF April in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3.08% less ownership
Funds ownership: 63.2% → 60.12% (-3.1%)
10% less funds holding
Funds holding: 82 → 74 (-8)
33% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 24
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
84% less capital inflows, than outflows
Capital inflows: $3.12M | Capital outflows: $19.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.02M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$388K |
| 3 |
Old Mission Capital
Chicago,
Illinois
|
+$286K |
| 4 |
Lincoln National Corp
Radnor,
Pennsylvania
|
+$271K |
| 5 |
Cetera Advisor Networks
El Segundo,
California
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Personal CFO Solutions
Chester,
New Jersey
|
-$9.8M |
| 2 |
Brookstone Capital Management
Wheaton,
Illinois
|
-$2.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.5M |
| 4 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
-$1.04M |
| 5 |
World Investment Advisors
Santa Barbara,
California
|
-$871K |
KAPR Hedge Fund Activity: Q3 2023 in Review
74 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q3 2023, worth a combined $98.9M — down 16% from $118M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of KAPR and 6 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 16 added.
The largest buyer was Osaic Holdings, adding an estimated $1.02M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $9.8M sold.
- 74 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q3 2023, down from 82 in Q2 2023.
- Funds reported $98.9M of Innovator US Small Cap Power Buffer ETF April stock for Q3 2023, down 16% quarter-over-quarter.
- 6 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q3 2023 and 13 closed out, a net change of -7 holders.
- The largest Innovator US Small Cap Power Buffer ETF April buyer in Q3 2023 was Osaic Holdings, an estimated $1.02M added.
- The largest Innovator US Small Cap Power Buffer ETF April seller in Q3 2023 was Personal CFO Solutions, an estimated $9.8M sold.
Based on aggregated 13F filings for Q3 2023.