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Innovator US Equity Power Buffer ETF April
PAPR

163 hedge funds and large institutions have $500M invested in Innovator US Equity Power Buffer ETF April in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

22.77% more ownership

Funds ownership: 74.4% → 97.17% (+23%)

13% more capital invested

Capital invested by funds: $442M → $500M (+$58.6M)

3% more funds holding

Funds holding: 158 → 163 (+5)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

32% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 62

Holders
163
Holders Change
+5
Holders Change %
+3.16%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
23
Increased
42
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$39.4M
2
TWM
Tradition Wealth Management
Minnesota
+$6.04M
3
SAG
SageView Advisory Group
California
+$5.84M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.52M
5
SWPG
Strategic Wealth Partners Group
Illinois
+$4.49M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$10.6M
2
TW
Transform Wealth
Colorado
-$9.33M
3
MMA
Miracle Mile Advisors
California
-$8.76M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4.96M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
51
Diligent Investors
California
$1.51M – – –
W
52
WPWealth
Texas
$1.46M +$465K +14,009 +48%
LAS
53
Lloyd Advisory Services
Georgia
$1.44M +$1.33M +40,179 New
CHC
54
City Holding Co
West Virginia
$1.43M – – –
RA
55
RFG Advisory
Alabama
$1.31M +$1.07M +32,362 +483%
JWBC
56
John W. Brooker & Co
California
$1.27M -$14.3K -430 -1%
W
57
WorthPointe
California
$1.26M +$141K +4,264 +13%
TC
58
TownSquare Capital
Utah
$1.23M -$1.88M -56,622 -61%
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$1.22M -$86.3K -2,601 -7%
DFA
60
DHJJ Financial Advisors
Illinois
$1.16M -$718K -21,630 -39%
VA
61
Valmark Advisers
Ohio
$1.15M -$92.7K -2,795 -8%
AWAG
62
ARS Wealth Advisors Group
Florida
$1.13M +$1.12M +33,752 New
CA
63
Clearstead Advisors
Ohio
$1.1M +$1.09M +32,791 New
SWM
64
Spire Wealth Management
Virginia
$1.09M -$219K -6,594 -17%
PWA
65
Pillar Wealth Advisors
Pennsylvania
$1.09M – – –
WCM
66
Weaver Capital Management
Georgia
$1.08M -$4.78K -144 -0.4%
BWM
67
BCS Wealth Management
Tennessee
$1.07M -$851K -25,634 -44%
PAWA
68
Palo Alto Wealth Advisors
California
$1.04M -$15.3K -460 -1%
CWG
69
Cornerstone Wealth Group
North Carolina
$964K +$953K +28,708 New
LWA
70
Lineweaver Wealth Advisors
Ohio
$940K -$140K -4,204 -13%
SVWAG
71
Sound View Wealth Advisors Group
Georgia
$927K -$82.6K -2,490 -8%
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$922K -$21K -632 -2%
SWM
73
Sugarloaf Wealth Management
Georgia
$919K – – –
WA
74
Wealth Alliance
New York
$888K – – –
VBFP
75
Valtinson Bruner Financial Planning
Minnesota
$877K – – –
1 2
3
4 5

PAPR Hedge Fund Activity: Q1 2024 in Review

163 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF April (PAPR) for Q1 2024, worth a combined $500M — up 13% from $442M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PAPR positions and 18 closed out — a net gain of 5 holders — while 42 added to existing stakes and 62 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $39.4M. The largest seller was AllianceBernstein, cutting an estimated $10.6M.

  • 163 institutional investors held Innovator US Equity Power Buffer ETF April (PAPR) as of Q1 2024, up from 158 in Q4 2023.
  • Funds reported $500M of Innovator US Equity Power Buffer ETF April stock for Q1 2024, up 13% quarter-over-quarter.
  • 23 funds opened new Innovator US Equity Power Buffer ETF April positions in Q1 2024 and 18 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Power Buffer ETF April buyer in Q1 2024 was AE Wealth Management, an estimated $39.4M added.
  • The largest Innovator US Equity Power Buffer ETF April seller in Q1 2024 was AllianceBernstein, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2024.