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Innovator US Equity Power Buffer ETF April

213 hedge funds and large institutions have $741M invested in Innovator US Equity Power Buffer ETF April in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 12

193% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 30

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

48% more capital invested

Capital invested by funds: $500M → $741M (+$241M)

31% more funds holding

Funds holding: 163213 (+50)

20.15% less ownership

Funds ownership: 97.17%77.02% (-20%)

Holders
213
Holders Change
+50
Holders Change %
+30.67%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
66
Increased
88
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$7.43M +$3.9M +115,718 +117%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$7.32M +$1.57M +46,511 +28%
AFA
28
AA Financial Advisors
Ohio
$6.75M +$107K +3,177 +2%
BPA
29
Beacon Pointe Advisors
California
$6.08M +$1.82M +54,124 +45%
GCP
30
Gill Capital Partners
Colorado
$5.89M -$5.06K -150 -0.1%
BCI
31
Brinker Capital Investments
Pennsylvania
$5.88M +$5.72M +169,700 New
OPS
32
Orion Portfolio Solutions
Nebraska
$5.88M +$5.72M +169,700 New
PCS
33
Private Client Services
Kentucky
$5.63M +$5.48M +162,444 New
KWM
34
KFG Wealth Management
Indiana
$5.31M +$1.59M +47,094 +44%
TC
35
TownSquare Capital
Utah
$5.15M +$3.77M +111,949 +306%
LPL Financial
36
LPL Financial
California
$5M +$168K +4,980 +4%
WP
37
WealthPLAN Partners
Nebraska
$4.91M +$4.77M +141,615 New
Truist Financial
38
Truist Financial
North Carolina
$4.83M +$2.07M +61,310 +79%
PWMG
39
Pinnacle Wealth Management Group
Michigan
$4.55M +$657K +19,500 +17%
SWP
40
Summit Wealth Partners
Florida
$4.25M +$4.13M +122,496 New
William Blair & Company
41
William Blair & Company
Illinois
$4.04M +$42.7K +1,267 +1%
BWM
42
Brown Wealth Management
Illinois
$4.03M +$3.92M +116,393 New
NF
43
Nikulski Financial
Iowa
$3.99M +$425K +12,600 +12%
MCM
44
MAI Capital Management
Ohio
$3.76M +$3.65M +108,370 New
NA
45
NewEdge Advisors
Louisiana
$3.68M +$108K +3,208 +3%
EWM
46
Elmwood Wealth Management
California
$3.59M -$18.4K -545 -0.5%
MFG
47
MTM Financial Group
Pennsylvania
$3.49M +$380K +11,259 +13%
PWA
48
Prairie Wealth Advisors
Nebraska
$3.48M -$3.37K -100 -0.1%
HAS
49
HBW Advisory Services
California
$3.27M +$3.19M +94,488 New
CA
50
CoreCap Advisors
Michigan
$3.07M +$648K +19,223 +28%

PAPR Hedge Fund Activity: Q2 2024 in Review

213 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF April (PAPR) for Q2 2024, worth a combined $741M — up 48% from $500M a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PAPR positions and 12 closed out — a net gain of 54 holders — while 88 added to existing stakes and 30 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $36.2M. The largest seller was AE Wealth Management, cutting an estimated $40M.

  • 213 institutional investors held Innovator US Equity Power Buffer ETF April (PAPR) as of Q2 2024, up from 163 in Q1 2024.
  • Funds reported $741M of Innovator US Equity Power Buffer ETF April stock for Q2 2024, up 48% quarter-over-quarter.
  • 66 funds opened new Innovator US Equity Power Buffer ETF April positions in Q2 2024 and 12 closed out, a net change of +54 holders.
  • The largest Innovator US Equity Power Buffer ETF April buyer in Q2 2024 was Brookstone Capital Management, an estimated $36.2M added.
  • The largest Innovator US Equity Power Buffer ETF April seller in Q2 2024 was AE Wealth Management, an estimated $40M sold.

Based on aggregated 13F filings for Q2 2024.