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Innovator Growth-100 Power Buffer ETF April

50 hedge funds and large institutions have $32.4M invested in Innovator Growth-100 Power Buffer ETF April in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

55% more capital invested

Capital invested by funds: $20.9M → $32.4M (+$11.5M)

22% more funds holding

Funds holding: 4150 (+9)

21.05% more ownership

Funds ownership: 43.59%64.64% (+21%)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
7
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$5.16M +$4.89M +132,608 New
Osaic Holdings
2
Osaic Holdings
Arizona
$4.31M -$672K -18,231 -14%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$1.92M -$2.47K -67 -0.1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.71M -$37.9K -1,027 -2%
BCM
5
Brookstone Capital Management
Illinois
$1.63M +$1.55M +41,917 New
SPC
6
Sigma Planning Corp
Michigan
$1.37M +$1.3M +35,254 New
KAS
7
Kestra Advisory Services
Texas
$1.1M +$378K +10,251 +57%
SWP
8
Summit Wealth Partners
Florida
$1.03M +$978K +26,522 New
BWM
9
BCS Wealth Management
Tennessee
$919K -$59.9K -1,624 -6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$915K -$18.4K -500 -2%
AWM
11
Apollon Wealth Management
South Carolina
$864K -$73.7K -2,000 -8%
MHS
12
M Holdings Securities
Oregon
$691K
CF
13
Centaurus Financial
California
$621K +$588K +15,946 New
CAN
14
Cetera Advisor Networks
California
$609K +$217K +5,884 +60%
DFA
15
DHJJ Financial Advisors
Illinois
$590K -$4.61K -125 -0.8%
ASN
16
Advisory Services Network
Georgia
$566K +$1.22K +33 +0.2%
AWS
17
Atria Wealth Solutions
New York
$556K +$20.2K +549 +4%
VWA
18
Visionary Wealth Advisors
Illinois
$480K
AF
19
Advisornet Financial
Minnesota
$472K +$86.2K +2,338 +24%
SWA
20
Stratos Wealth Advisors
Ohio
$464K -$147K -3,986 -25%
LNC
21
Lincoln National Corp
Pennsylvania
$447K -$1.29K -35 -0.3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$440K
AWA
23
Arkadios Wealth Advisors
Georgia
$434K -$32.4K -880 -7%
CWS
24
Cypress Wealth Services
California
$426K
NA
25
NewEdge Advisors
Louisiana
$371K +$353K +9,582 New

NAPR Hedge Fund Activity: Q1 2023 in Review

50 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF April (NAPR) for Q1 2023, worth a combined $32.4M — up 55% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NAPR positions and 5 closed out — a net gain of 10 holders — while 7 added to existing stakes and 13 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $4.89M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $759K sold.

  • 50 institutional investors held Innovator Growth-100 Power Buffer ETF April (NAPR) as of Q1 2023, up from 41 in Q4 2022.
  • Funds reported $32.4M of Innovator Growth-100 Power Buffer ETF April stock for Q1 2023, up 55% quarter-over-quarter.
  • 15 funds opened new Innovator Growth-100 Power Buffer ETF April positions in Q1 2023 and 5 closed out, a net change of +10 holders.
  • The largest Innovator Growth-100 Power Buffer ETF April buyer in Q1 2023 was Personal CFO Solutions, an estimated $4.89M added.
  • The largest Innovator Growth-100 Power Buffer ETF April seller in Q1 2023 was Susquehanna International Group, an estimated $759K sold.

Based on aggregated 13F filings for Q1 2023.