Innovator Equity Managed Floor ETF
SFLR
31 hedge funds and large institutions have $90.1M invested in Innovator Equity Managed Floor ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
63% more funds holding
Funds holding: 19 → 31 (+12)
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $94.3M → $90.1M (-$4.19M)
40.87% less ownership
Funds ownership: 124.77% → 83.9% (-41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.68M |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$5.99M |
| 3 |
DIM
Delta Investment Management
San Francisco,
California
|
+$5.71M |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$3.14M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$16.5M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$15.8M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.35M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$185K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$35.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
26
Worth Asset Management
Dallas,
Texas
| $239K | +$229K | +8,746 | New |
|
27
Jane Street
New York
| $202K | +$194K | +7,394 | New |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $124K | +$119K | +4,530 | New |
|
|
CF
29
Centaurus Financial
Anaheim,
California
| $111K | +$107K | +4,076 | New |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $32.8K | – | – | – |
|
|
HIA
31
Harbor Investment Advisory
Lutherville,
Maryland
| $12.7K | – | – | – |
|
|
32
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$9.35M | -364,785 | Closed |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| – | -$25.6K | -1,000 | Closed |
|
SFLR Hedge Fund Activity: Q4 2023 in Review
31 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Managed Floor ETF (SFLR) for Q4 2023, worth a combined $90.1M — down 4.4% from $94.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SFLR positions and 2 closed out — a net gain of 12 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $6.68M. The largest seller was Milestone Asset Management, cutting an estimated $16.5M.
- 31 institutional investors held Innovator Equity Managed Floor ETF (SFLR) as of Q4 2023, up from 19 in Q3 2023.
- Funds reported $90.1M of Innovator Equity Managed Floor ETF stock for Q4 2023, down 4.4% quarter-over-quarter.
- 14 funds opened new Innovator Equity Managed Floor ETF positions in Q4 2023 and 2 closed out, a net change of +12 holders.
- The largest Innovator Equity Managed Floor ETF buyer in Q4 2023 was Cambridge Investment Research Advisors, an estimated $6.68M added.
- The largest Innovator Equity Managed Floor ETF seller in Q4 2023 was Milestone Asset Management, an estimated $16.5M sold.
Based on aggregated 13F filings for Q4 2023.