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Innovator US Equity Power Buffer ETF April

161 hedge funds and large institutions have $519M invested in Innovator US Equity Power Buffer ETF April in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 67 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 5

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

116% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 31

64% more capital invested

Capital invested by funds: $317M → $519M (+$202M)

33% more funds holding

Funds holding: 121161 (+40)

29% less ownership

Funds ownership: 102.08%73.08% (-29%)

Holders
161
Holders Change
+40
Holders Change %
+33.06%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.11%
New
45
Increased
67
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$98.6M -$2.87M -95,877 -3%
MMA
2
Miracle Mile Advisors
California
$55.7M +$53.9M +1,803,278 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$29M +$17.6M +588,242 +169%
BCM
4
Brookstone Capital Management
Illinois
$27.9M -$1.4M -46,871 -5%
Osaic Holdings
5
Osaic Holdings
Arizona
$23.2M +$9.46M +316,390 +73%
PCM
6
Penserra Capital Management
California
$20.2M +$2.06M +68,997 +12%
MAM
7
Milestone Asset Management
Pennsylvania
$12.6M +$12.2M +406,464 New
GI
8
Glovista Investments
New Jersey
$12.4M +$12M +399,870 New
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$11.6M +$556K +18,582 +5%
HighTower Advisors
10
HighTower Advisors
Illinois
$11.4M +$863K +28,853 +8%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$9.7M +$696K +23,274 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.32M +$1.86M +62,066 +30%
BFC
13
Bedel Financial Consulting
Indiana
$7.75M -$34.5K -1,155 -0.5%
T
14
TCWP
Ohio
$7.39M +$7.15M +239,073 New
RFG
15
Range Financial Group
Oregon
$6.92M +$6.43M +214,932 +2,420%
BA
16
Bellwether Advisors
Nebraska
$6.81M -$19.3K -645 -0.3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.3M +$3.91M +130,846 +180%
CG
18
Caprock Group
Idaho
$5.25M +$5.08M +169,937 New
SEP
19
Southland Equity Partners
Missouri
$5.14M +$939K +31,391 +23%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.95M +$724K +24,207 +18%
MCM
21
MAI Capital Management
Ohio
$4.9M +$3.67M +122,563 +339%
LNC
22
Lincoln National Corp
Pennsylvania
$4.86M +$811K +27,103 +21%
IIA
23
Integral Investment Advisors
California
$4.55M +$4.41M +147,321 New
KWM
24
KFG Wealth Management
Indiana
$4.27M +$1.02M +34,209 +33%
BPA
25
Beacon Pointe Advisors
California
$3.93M +$1.65M +55,244 +77%

PAPR Hedge Fund Activity: Q2 2023 in Review

161 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF April (PAPR) for Q2 2023, worth a combined $519M — up 64% from $317M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PAPR positions and 5 closed out — a net gain of 40 holders — while 67 added to existing stakes and 31 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $53.9M. The largest seller was WealthPlan Investment Management, cutting an estimated $3.19M.

  • 161 institutional investors held Innovator US Equity Power Buffer ETF April (PAPR) as of Q2 2023, up from 121 in Q1 2023.
  • Funds reported $519M of Innovator US Equity Power Buffer ETF April stock for Q2 2023, up 64% quarter-over-quarter.
  • 45 funds opened new Innovator US Equity Power Buffer ETF April positions in Q2 2023 and 5 closed out, a net change of +40 holders.
  • The largest Innovator US Equity Power Buffer ETF April buyer in Q2 2023 was Miracle Mile Advisors, an estimated $53.9M added.
  • The largest Innovator US Equity Power Buffer ETF April seller in Q2 2023 was WealthPlan Investment Management, an estimated $3.19M sold.

Based on aggregated 13F filings for Q2 2023.