Innovator US Small Cap Power Buffer ETF April
KAPR
74 hedge funds and large institutions have $73M invested in Innovator US Small Cap Power Buffer ETF April in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 31 reducing their positions, and 14 closing their positions.
5.8% more ownership
Funds ownership: 55.17% → 60.97% (+5.8%)
11% less funds holding
Funds holding: 83 → 74 (-9)
25% less capital invested
Capital invested by funds: $97M → $73M (-$24M)
58% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 31
64% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 14
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$4.33M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$3.18M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.51M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$805K |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$724K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
PFS Partners
Mine Hill,
New Jersey
|
-$12.1M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.62M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$3.54M |
| 4 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$2.89M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.17M |
KAPR Hedge Fund Activity: Q1 2024 in Review
74 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q1 2024, worth a combined $73M — down 25% from $97M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of KAPR and 5 opened new positions — a net loss of 9 holders — while 31 trimmed existing stakes and 13 added.
The largest buyer was Tradition Wealth Management, opening a new position worth an estimated $4.33M. The largest seller was PFS Partners, cutting an estimated $12.1M.
- 74 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q1 2024, down from 83 in Q4 2023.
- Funds reported $73M of Innovator US Small Cap Power Buffer ETF April stock for Q1 2024, down 25% quarter-over-quarter.
- 5 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q1 2024 and 14 closed out, a net change of -9 holders.
- The largest Innovator US Small Cap Power Buffer ETF April buyer in Q1 2024 was Tradition Wealth Management, an estimated $4.33M added.
- The largest Innovator US Small Cap Power Buffer ETF April seller in Q1 2024 was PFS Partners, an estimated $12.1M sold.
Based on aggregated 13F filings for Q1 2024.