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Innovator US Equity Power Buffer ETF April

121 hedge funds and large institutions have $317M invested in Innovator US Equity Power Buffer ETF April in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

53% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 32

52% more capital invested

Capital invested by funds: $209M → $317M (+$108M)

33.4% more ownership

Funds ownership: 68.69%102.08% (+33%)

7% more funds holding

Funds holding: 113121 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
49
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$96.6M +$59.3M +2,048,688 +166%
BCM
2
Brookstone Capital Management
Illinois
$28.3M +$25.5M +881,169 +1,209%
PCM
3
Penserra Capital Management
California
$17.2M +$2.21M +76,455 +15%
Osaic Holdings
4
Osaic Holdings
Arizona
$12.8M +$32.8K +1,133 +0.3%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$10.5M +$2.3M +79,490 +29%
HighTower Advisors
6
HighTower Advisors
Illinois
$10M +$592K +20,477 +6%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$8.55M -$320K -11,069 -4%
BFC
8
Bedel Financial Consulting
Indiana
$7.4M -$36.8K -1,274 -0.5%
BA
9
Bellwether Advisors
Nebraska
$6.5M +$95.3K +3,296 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.09M +$960K +33,178 +19%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4M +$1.18M +40,655 +43%
SEP
12
Southland Equity Partners
Missouri
$3.97M -$49.4K -1,707 -1%
LNC
13
Lincoln National Corp
Pennsylvania
$3.83M +$643K +22,224 +21%
NF
14
Nikulski Financial
Iowa
$3.74M
CAN
15
Cetera Advisor Networks
California
$3.17M +$294K +10,163 +10%
WIM
16
WealthPlan Investment Management
Nebraska
$3.14M -$1.23M -42,619 -29%
SIA
17
Soltis Investment Advisors
Utah
$3.1M +$3.05M +105,333 New
KWM
18
KFG Wealth Management
Indiana
$3.08M +$1.91M +66,108 +174%
SWPG
19
Strategic Wealth Partners Group
Illinois
$3.01M +$2.96M +102,252 New
EWM
20
Elmwood Wealth Management
California
$2.93M +$185K +6,395 +7%
SAG
21
SageView Advisory Group
California
$2.6M +$2.33M +80,424 +1,025%
CA
22
Cetera Advisors
Colorado
$2.56M +$744K +25,732 +42%
KAS
23
Kestra Advisory Services
Texas
$2.43M +$14K +483 +0.6%
W
24
WPWealth
Texas
$2.39M +$2.36M +81,435 New
AWM
25
AE Wealth Management
Kansas
$2.39M +$1.3M +44,888 +123%

PAPR Hedge Fund Activity: Q1 2023 in Review

121 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF April (PAPR) for Q1 2023, worth a combined $317M — up 52% from $209M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PAPR positions and 10 closed out — a net gain of 9 holders — while 49 added to existing stakes and 32 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $59.3M. The largest seller was WealthPLAN Partners, cutting an estimated $2.79M.

  • 121 institutional investors held Innovator US Equity Power Buffer ETF April (PAPR) as of Q1 2023, up from 113 in Q4 2022.
  • Funds reported $317M of Innovator US Equity Power Buffer ETF April stock for Q1 2023, up 52% quarter-over-quarter.
  • 19 funds opened new Innovator US Equity Power Buffer ETF April positions in Q1 2023 and 10 closed out, a net change of +9 holders.
  • The largest Innovator US Equity Power Buffer ETF April buyer in Q1 2023 was AllianceBernstein, an estimated $59.3M added.
  • The largest Innovator US Equity Power Buffer ETF April seller in Q1 2023 was WealthPLAN Partners, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2023.