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Innovator US Equity Power Buffer ETF April

158 hedge funds and large institutions have $442M invested in Innovator US Equity Power Buffer ETF April in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more funds holding

Funds holding: 155158 (+3)

0.93% more ownership

Funds ownership: 73.47%74.4% (+0.93%)

0% more capital invested

Capital invested by funds: $441M → $442M (+$44.7K)

72% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 72

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
20
Reduced
72
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$102M -$1.55M -49,362 -2%
MMA
2
Miracle Mile Advisors
California
$48M -$8.66M -275,593 -16%
PCM
3
Penserra Capital Management
California
$30.2M +$6.06M +193,043 +26%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$19.6M -$259K -8,239 -1%
HighTower Advisors
5
HighTower Advisors
Illinois
$12.3M -$759K -24,159 -6%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.7M -$5.53M -176,063 -33%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$9.56M -$2.47M -78,511 -21%
TW
8
Transform Wealth
Colorado
$9.45M -$5.38M -171,153 -37%
BFC
9
Bedel Financial Consulting
Indiana
$8.19M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$7.12M -$1.19M -37,773 -15%
BA
11
Bellwether Advisors
Nebraska
$6.83M -$168K -5,335 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.41M -$1.31M -41,634 -18%
AFA
13
AA Financial Advisors
Ohio
$6.25M +$6.01M +191,334 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$5.74M -$4.82M -153,415 -47%
SEP
15
Southland Equity Partners
Missouri
$5.71M -$12.1K -385 -0.2%
MI
16
Motiv8 Investments
Florida
$5.49M +$5.28M +168,066 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.5M -$510K -16,239 -11%
SAG
18
SageView Advisory Group
California
$4.24M +$700K +22,279 +21%
BPA
19
Beacon Pointe Advisors
California
$4.06M -$373K -11,886 -9%
LNC
20
Lincoln National Corp
Pennsylvania
$4.06M -$23.6K -751 -0.6%
BCM
21
Brookstone Capital Management
Illinois
$3.93M -$866K -27,581 -19%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$3.81M -$435K -13,860 -11%
William Blair & Company
23
William Blair & Company
Illinois
$3.67M
PWMG
24
Pinnacle Wealth Management Group
Michigan
$3.66M -$6.13K -195 -0.2%
LPL Financial
25
LPL Financial
California
$3.56M +$930K +29,595 +37%

PAPR Hedge Fund Activity: Q4 2023 in Review

158 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF April (PAPR) for Q4 2023, worth a combined $442M — up 0.01% from $441M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PAPR positions and 10 closed out — a net gain of 5 holders — while 20 added to existing stakes and 72 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $6.06M. The largest seller was Miracle Mile Advisors, cutting an estimated $8.66M.

  • 158 institutional investors held Innovator US Equity Power Buffer ETF April (PAPR) as of Q4 2023, up from 155 in Q3 2023.
  • Funds reported $442M of Innovator US Equity Power Buffer ETF April stock for Q4 2023, up 0.01% quarter-over-quarter.
  • 15 funds opened new Innovator US Equity Power Buffer ETF April positions in Q4 2023 and 10 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Power Buffer ETF April buyer in Q4 2023 was Penserra Capital Management, an estimated $6.06M added.
  • The largest Innovator US Equity Power Buffer ETF April seller in Q4 2023 was Miracle Mile Advisors, an estimated $8.66M sold.

Based on aggregated 13F filings for Q4 2023.