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Innovator US Equity Power Buffer ETF April

63 hedge funds and large institutions have $123M invested in Innovator US Equity Power Buffer ETF April in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

35.98% more ownership

Funds ownership: 61.97%97.95% (+36%)

24% more funds holding

Funds holding: 5163 (+12)

19% more capital invested

Capital invested by funds: $104M → $123M (+$19.7M)

56% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 25

Holders
63
Holders Change
+12
Holders Change %
+23.53%
% of All Funds
1.11%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
24
Increased
11
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$19.2M -$11.5M -419,630 -38%
HFA
2
Hoover Financial Advisors
Pennsylvania
$18M +$17.6M +641,942 New
PCS
3
Personal CFO Solutions
New Jersey
$12.9M +$12.8M +468,233 New
BFC
4
Bedel Financial Consulting
Indiana
$7.04M -$135K -4,909 -2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$5.44M +$5.41M +197,415 New
KCM
6
Karp Capital Management
California
$5.11M -$41.9K -1,530 -0.8%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$4.81M +$4.71M +171,640 New
Osaic Holdings
8
Osaic Holdings
Arizona
$4.59M -$2.57M -93,650 -36%
PCM
9
Penserra Capital Management
California
$4.25M +$1.36M +49,790 +48%
NF
10
Nikulski Financial
Iowa
$3.82M -$158K -5,760 -4%
VBFG
11
Vishria Bird Financial Group
Tennessee
$2.83M -$2.37M -86,540 -46%
SEP
12
Southland Equity Partners
Missouri
$2.3M -$1.01M -36,979 -31%
BA
13
Bellwether Advisors
Nebraska
$2.16M +$296K +10,803 +16%
KAS
14
Kestra Advisory Services
Texas
$1.93M -$75.9K -2,770 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.88M +$739K +26,972 +65%
LNC
16
Lincoln National Corp
Pennsylvania
$1.81M +$1.6M +58,441 +794%
EWM
17
Elmwood Wealth Management
California
$1.72M +$1.71M +62,543 New
PI
18
Parkside Investments
Illinois
$1.63M -$869K -31,712 -35%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.55M +$1.24M +45,229 +411%
DFA
20
DHJJ Financial Advisors
Illinois
$1.47M -$29.8K -1,088 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.44M +$948K +34,597 +197%
LPL Financial
22
LPL Financial
California
$1.39M -$412K -15,022 -23%
OIA
23
OneDigital Investment Advisors
Kansas
$1.29M +$1.28M +46,859 New
BWM
24
BCS Wealth Management
Tennessee
$1.2M +$1.19M +43,433 New
CAN
25
Cetera Advisor Networks
California
$1.11M -$6.16M -224,737 -85%

PAPR Hedge Fund Activity: Q1 2021 in Review

63 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF April (PAPR) for Q1 2021, worth a combined $123M — up 19% from $104M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PAPR positions and 11 closed out — a net gain of 13 holders — while 11 added to existing stakes and 25 trimmed.

The largest buyer was Hoover Financial Advisors, opening a new position worth an estimated $17.6M. The largest seller was HighTower Advisors, cutting an estimated $11.5M.

  • 63 institutional investors held Innovator US Equity Power Buffer ETF April (PAPR) as of Q1 2021, up from 51 in Q4 2020.
  • Funds reported $123M of Innovator US Equity Power Buffer ETF April stock for Q1 2021, up 19% quarter-over-quarter.
  • 24 funds opened new Innovator US Equity Power Buffer ETF April positions in Q1 2021 and 11 closed out, a net change of +13 holders.
  • The largest Innovator US Equity Power Buffer ETF April buyer in Q1 2021 was Hoover Financial Advisors, an estimated $17.6M added.
  • The largest Innovator US Equity Power Buffer ETF April seller in Q1 2021 was HighTower Advisors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2021.