Innovator US Small Cap Power Buffer ETF April
KAPR
83 hedge funds and large institutions have $97M invested in Innovator US Small Cap Power Buffer ETF April in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
12% more funds holding
Funds holding: 74 → 83 (+9)
2% less capital invested
Capital invested by funds: $98.9M → $97M (-$1.88M)
4.95% less ownership
Funds ownership: 60.12% → 55.17% (-4.9%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
52% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.41M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$1.33M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$925K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$496K |
| 5 |
LPL Financial
San Diego,
California
|
+$484K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
-$14.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.9M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.58M |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$2.58M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$2.43M |
KAPR Hedge Fund Activity: Q4 2023 in Review
83 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q4 2023, worth a combined $97M — down 1.9% from $98.9M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new KAPR positions and 7 closed out — a net gain of 9 holders — while 15 added to existing stakes and 31 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $9.41M. The largest seller was O'Donnell Financial Services, cutting an estimated $14.2M.
- 83 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q4 2023, up from 74 in Q3 2023.
- Funds reported $97M of Innovator US Small Cap Power Buffer ETF April stock for Q4 2023, down 1.9% quarter-over-quarter.
- 16 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q4 2023 and 7 closed out, a net change of +9 holders.
- The largest Innovator US Small Cap Power Buffer ETF April buyer in Q4 2023 was Commonwealth Equity Services, an estimated $9.41M added.
- The largest Innovator US Small Cap Power Buffer ETF April seller in Q4 2023 was O'Donnell Financial Services, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2023.