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Innovator US Equity Power Buffer ETF April

83 hedge funds and large institutions have $121M invested in Innovator US Equity Power Buffer ETF April in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

11.04% more ownership

Funds ownership: 51.4%62.43% (+11%)

5% more funds holding

Funds holding: 7983 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $122M → $121M (-$598K)

69% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 35

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
11
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$18.9M -$368K -12,648 -2%
AllianceBernstein
2
AllianceBernstein
Tennessee
$8.07M -$3.2K -110 -0%
BFC
3
Bedel Financial Consulting
Indiana
$7.49M -$62.1K -2,137 -0.8%
PCM
4
Penserra Capital Management
California
$6.85M +$1.29M +44,255 +23%
BA
5
Bellwether Advisors
Nebraska
$6.36M -$134K -4,618 -2%
KCM
6
Karp Capital Management
California
$5.39M -$24.7K -850 -0.5%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.45M -$1.87M -64,388 -30%
NF
8
Nikulski Financial
Iowa
$3.71M -$170K -5,860 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.4M -$61.7K -2,123 -2%
SEP
10
Southland Equity Partners
Missouri
$3.09M -$28.3K -972 -0.9%
ICG
11
InterOcean Capital Group
Tennessee
$2.71M -$31.1K -1,070 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.58M +$195K +6,706 +8%
PWMG
13
Pinnacle Wealth Management Group
Michigan
$2.48M -$9.68K -333 -0.4%
LNC
14
Lincoln National Corp
Pennsylvania
$2.23M -$253K -8,711 -10%
EWM
15
Elmwood Wealth Management
California
$2.11M +$2.09M +71,950 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.05M +$77.6K +2,668 +4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.95M +$701K +24,112 +57%
KAS
18
Kestra Advisory Services
Texas
$1.93M -$118K -4,075 -6%
CAN
19
Cetera Advisor Networks
California
$1.86M -$62.1K -2,135 -3%
OMC
20
Old Mission Capital
Illinois
$1.68M +$1.67M +57,292 New
DFA
21
DHJJ Financial Advisors
Illinois
$1.67M -$7.67K -264 -0.5%
GCP
22
Gill Capital Partners
Colorado
$1.55M -$2.47K -85 -0.2%
SB
23
Strategic Blueprint
Georgia
$1.43M +$823K +28,322 +138%
BWM
24
BCS Wealth Management
Tennessee
$1.39M +$5.79K +199 +0.4%
LPL Financial
25
LPL Financial
California
$1.26M -$19.7K -678 -2%

PAPR Hedge Fund Activity: Q4 2021 in Review

83 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF April (PAPR) for Q4 2021, worth a combined $121M — down 0.49% from $122M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PAPR positions and 9 closed out — a net gain of 6 holders — while 11 added to existing stakes and 35 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.67M. The largest seller was Valtinson Bruner Financial Planning, cutting an estimated $4.13M.

  • 83 institutional investors held Innovator US Equity Power Buffer ETF April (PAPR) as of Q4 2021, up from 79 in Q3 2021.
  • Funds reported $121M of Innovator US Equity Power Buffer ETF April stock for Q4 2021, down 0.49% quarter-over-quarter.
  • 15 funds opened new Innovator US Equity Power Buffer ETF April positions in Q4 2021 and 9 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Power Buffer ETF April buyer in Q4 2021 was Old Mission Capital, an estimated $1.67M added.
  • The largest Innovator US Equity Power Buffer ETF April seller in Q4 2021 was Valtinson Bruner Financial Planning, an estimated $4.13M sold.

Based on aggregated 13F filings for Q4 2021.