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Innovator US Small Cap Power Buffer ETF April

102 hedge funds and large institutions have $88.1M invested in Innovator US Small Cap Power Buffer ETF April in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

11% more funds holding

Funds holding: 92102 (+10)

2.45% less ownership

Funds ownership: 53.95%51.5% (-2.4%)

17% less capital invested

Capital invested by funds: $106M → $88.1M (-$17.5M)

46% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
102
Holders Change
+10
Holders Change %
+10.87%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
19
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.5M +$75.9K +2,291 +1%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.59M +$384K +11,591 +7%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.89M -$138K -4,152 -3%
TWM
4
Tradition Wealth Management
Minnesota
$4.61M -$140K -4,223 -3%
KAS
5
Kestra Advisory Services
Texas
$3.78M +$380K +11,474 +11%
William Blair & Company
6
William Blair & Company
Illinois
$3.39M -$154K -4,653 -4%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$2.87M -$55.2K -1,665 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.71M -$298K -8,980 -10%
FCFC
9
First Commonwealth Financial Corp
Pennsylvania
$2.69M -$158K -4,768 -5%
SAG
10
SageView Advisory Group
California
$2.05M -$998K -30,122 -32%
Raymond James Financial
11
Raymond James Financial
Florida
$2.04M +$2.07M +62,424 New
CA
12
Corrado Advisors
New Jersey
$1.54M -$112K -3,381 -7%
CCG
13
Catalina Capital Group
California
$1.53M -$1.76M -53,016 -53%
LPL Financial
14
LPL Financial
California
$1.35M -$11K -332 -0.8%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$1.33M +$2.78K +84 +0.2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.18M +$1.2M +36,060 New
CAG
17
Compass Advisory Group
New York
$1.14M
DI
18
Diligent Investors
California
$1.13M
HighTower Advisors
19
HighTower Advisors
Illinois
$1.11M -$25K -755 -2%
Jane Street
20
Jane Street
New York
$1.1M +$433K +13,060 +63%
AAS
21
Avantax Advisory Services
Texas
$1.1M -$2.78K -84 -0.2%
OMC
22
Old Mission Capital
Illinois
$1.07M +$838K +25,289 +337%
WTFG
23
Wood Tarver Financial Group
Idaho
$1.05M +$1.07M +32,217 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.03M +$103K +3,100 +11%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$950K -$351K -10,594 -27%

KAPR Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF April (KAPR) for Q4 2024, worth a combined $88.1M — down 17% from $106M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KAPR positions and 8 closed out — a net gain of 12 holders — while 19 added to existing stakes and 35 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.2M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $11.4M sold.

  • 102 institutional investors held Innovator US Small Cap Power Buffer ETF April (KAPR) as of Q4 2024, up from 92 in Q3 2024.
  • Funds reported $88.1M of Innovator US Small Cap Power Buffer ETF April stock for Q4 2024, down 17% quarter-over-quarter.
  • 20 funds opened new Innovator US Small Cap Power Buffer ETF April positions in Q4 2024 and 8 closed out, a net change of +12 holders.
  • The largest Innovator US Small Cap Power Buffer ETF April buyer in Q4 2024 was Susquehanna International Group, an estimated $1.2M added.
  • The largest Innovator US Small Cap Power Buffer ETF April seller in Q4 2024 was Personal CFO Solutions, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2024.