We are live on ! Find out more
PAPR icon

Innovator US Equity Power Buffer ETF April
PAPR

113 hedge funds and large institutions have $209M invested in Innovator US Equity Power Buffer ETF April in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $195M → $209M (+$13.7M)

7% more funds holding

Funds holding: 106 → 113 (+7)

3.6% more ownership

Funds ownership: 65.09% → 68.69% (+3.6%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

57% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 47

Holders
113
Holders Change
+7
Holders Change %
+6.6%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
20
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.53M
2
PCM
Penserra Capital Management
California
+$2.28M
3
TW
Transform Wealth
Colorado
+$1.28M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$835K
5
AAS
Avantax Advisory Services
Texas
+$539K

Top Sellers

1
WP
WealthSource Partners
California
-$3.32M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$1.74M
3
ICG
InterOcean Capital Group
Tennessee
-$1.41M
4
BCM
Brookstone Capital Management
Illinois
-$805K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$757K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$34.7M -$215K -7,737 -0.6%
PCM
2
Penserra Capital Management
California
$14.3M +$2.28M +82,042 +19%
Osaic Holdings
3
Osaic Holdings
Arizona
$12.2M +$77.5K +2,791 +0.6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.42M -$757K -27,262 -8%
HighTower Advisors
5
HighTower Advisors
Illinois
$9.02M -$718K -25,876 -7%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$8.47M -$237K -8,527 -3%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$7.8M -$37.1K -1,338 -0.5%
BFC
8
Bedel Financial Consulting
Indiana
$7.11M -$13.5K -486 -0.2%
BA
9
Bellwether Advisors
Nebraska
$6.11M +$10.3K +372 +0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.88M +$2.53M +91,162 +110%
WP
11
WealthPLAN Partners
Nebraska
$4.35M +$4.15M +149,483 New
WIM
12
WealthPlan Investment Management
Nebraska
$4.35M +$24K +866 +0.6%
SEP
13
Southland Equity Partners
Missouri
$3.84M – – –
NF
14
Nikulski Financial
Iowa
$3.58M -$80.5K -2,900 -2%
LNC
15
Lincoln National Corp
Pennsylvania
$3.03M +$139K +5,005 +5%
CAN
16
Cetera Advisor Networks
California
$2.74M -$155K -5,601 -5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.68M +$146K +5,279 +6%
EWM
18
Elmwood Wealth Management
California
$2.62M -$59.6K -2,148 -2%
BPA
19
Beacon Pointe Advisors
California
$2.59M +$6.72K +242 +0.3%
KAS
20
Kestra Advisory Services
Texas
$2.31M -$130K -4,677 -5%
MFG
21
MTM Financial Group
Pennsylvania
$2.16M -$9.85K -355 -0.5%
PWMG
22
Pinnacle Wealth Management Group
Michigan
$2.14M -$13.9K -500 -0.7%
CHC
23
City Holding Co
West Virginia
$2.1M – – –
BCM
24
Brookstone Capital Management
Illinois
$2.06M -$805K -29,005 -28%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.95M -$121K -4,346 -6%
1
2 3 4 5

PAPR Hedge Fund Activity: Q4 2022 in Review

113 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF April (PAPR) for Q4 2022, worth a combined $209M — up 7% from $195M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PAPR positions and 8 closed out — a net gain of 8 holders — while 20 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.53M. The largest seller was WealthSource Partners, exiting entirely with an estimated $3.32M sold.

  • 113 institutional investors held Innovator US Equity Power Buffer ETF April (PAPR) as of Q4 2022, up from 106 in Q3 2022.
  • Funds reported $209M of Innovator US Equity Power Buffer ETF April stock for Q4 2022, up 7% quarter-over-quarter.
  • 16 funds opened new Innovator US Equity Power Buffer ETF April positions in Q4 2022 and 8 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Power Buffer ETF April buyer in Q4 2022 was Envestnet Asset Management, an estimated $2.53M added.
  • The largest Innovator US Equity Power Buffer ETF April seller in Q4 2022 was WealthSource Partners, an estimated $3.32M sold.

Based on aggregated 13F filings for Q4 2022.