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Innovator US Small Cap Power Buffer ETF April
KAPR

93 hedge funds and large institutions have $102M invested in Innovator US Small Cap Power Buffer ETF April in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

290% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 10

39% more capital invested

Capital invested by funds: $73M → $102M (+$28.6M)

26% more funds holding

Funds holding: 74 → 93 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.98% less ownership

Funds ownership: 60.97% → 58.99% (-2%)

Holders
93
Holders Change
+19
Holders Change %
+25.68%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
39
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
Personal CFO Solutions
New Jersey
+$10.6M
2
FCFC
First Commonwealth Financial Corp
Pennsylvania
+$2.97M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.5M
4
SAG
SageView Advisory Group
California
+$2.18M
5
William Blair & Company
William Blair & Company
Illinois
+$2.14M

Top Sellers

1
SIA
Spectrum Investment Advisors
Wisconsin
-$4.63M
2
LNC
Lincoln National Corp
Pennsylvania
-$2.43M
3
SEA
Stegent Equity Advisors
Texas
-$1.23M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$545K
5
HAS
HBW Advisory Services
California
-$538K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$10.7M +$10.6M +347,753 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.05M +$2.5M +82,009 +56%
ODFS
3
O'Donnell Financial Services
California
$5.37M +$7.21K +236 +0.1%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$4.82M -$56.2K -1,840 -1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.67M +$933K +30,548 +25%
BCM
6
Brookstone Capital Management
Illinois
$4.62M +$730K +23,898 +20%
TWM
7
Tradition Wealth Management
Minnesota
$4.54M -$14.9K -489 -0.3%
KAS
8
Kestra Advisory Services
Texas
$4.5M +$1.97M +64,399 +79%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.35M +$1.05M +34,225 +32%
William Blair & Company
10
William Blair & Company
Illinois
$3.28M +$2.14M +70,021 +192%
SAG
11
SageView Advisory Group
California
$3.15M +$2.18M +71,431 +232%
FCFC
12
First Commonwealth Financial Corp
Pennsylvania
$2.99M +$2.97M +97,164 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.82M +$1.28M +42,000 +85%
SI
14
Stephens Inc
Arkansas
$1.71M +$1.7M +55,670 New
CA
15
Corrado Advisors
New Jersey
$1.61M +$1.03M +33,799 +182%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$1.36M -$545K -17,847 -29%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1.18M +$49.9K +1,633 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.17M +$20.5K +672 +2%
DI
19
Diligent Investors
California
$1.06M +$281K +9,215 +36%
AAS
20
Avantax Advisory Services
Texas
$1.03M +$86.9K +2,847 +9%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.02M +$775K +25,366 +330%
RJA
22
Raymond James & Associates
Florida
$919K +$661K +21,630 +264%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$902K +$341K +11,172 +62%
LPL Financial
24
LPL Financial
California
$872K +$343K +11,223 +66%
PCS
25
Private Client Services
Kentucky
$869K +$862K +28,228 New
1
2 3 4

KAPR Hedge Fund Activity: Q2 2024 in Review

93 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q2 2024, worth a combined $102M — up 39% from $73M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KAPR positions and 7 closed out — a net gain of 22 holders — while 39 added to existing stakes and 10 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $10.6M. The largest seller was Spectrum Investment Advisors, exiting entirely with an estimated $4.63M sold.

  • 93 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q2 2024, up from 74 in Q1 2024.
  • Funds reported $102M of Innovator US Small Cap Power Buffer ETF April stock for Q2 2024, up 39% quarter-over-quarter.
  • 29 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q2 2024 and 7 closed out, a net change of +22 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q2 2024 was Personal CFO Solutions, an estimated $10.6M added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q2 2024 was Spectrum Investment Advisors, an estimated $4.63M sold.

Based on aggregated 13F filings for Q2 2024.