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Innovator US Equity Ultra Buffer ETF April

42 hedge funds and large institutions have $53.9M invested in Innovator US Equity Ultra Buffer ETF April in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

29% more capital invested

Capital invested by funds: $42M → $53.9M (+$12M)

11% more funds holding

Funds holding: 3842 (+4)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

5.48% less ownership

Funds ownership: 50.98%45.5% (-5.5%)

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
13
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$470K +$138K +5,498 +40%
ASN
27
Advisory Services Network
Georgia
$463K -$23.7K -946 -5%
SHIM
28
Stone House Investment Management
Pennsylvania
$344K -$57.7K -2,306 -14%
SWA
29
Stratos Wealth Advisors
Ohio
$310K
LPL Financial
30
LPL Financial
California
$303K
KAS
31
Kestra Advisory Services
Texas
$297K
OWA
32
Outlook Wealth Advisors
Texas
$270K +$278K +11,121 New
AAS
33
Avantax Advisory Services
Texas
$247K -$66.9K -2,672 -21%
Truist Financial
34
Truist Financial
North Carolina
$247K -$10K -400 -4%
DFA
35
DHJJ Financial Advisors
Illinois
$246K -$141K -5,646 -36%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$246K +$254K +10,130 New
ICG
37
InterOcean Capital Group
Tennessee
$202K -$40.3K -1,610 -16%
SPIA
38
Steward Partners Investment Advisory
New York
$200K +$206K +8,227 New
APA
39
American Portfolios Advisors
New York
$182K +$102K +4,086 +120%
HI
40
Harbour Investments
Wisconsin
$84K
IF
41
Integrity Financial
Wyoming
$42K
Wells Fargo
42
Wells Fargo
California
$12K
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
-$313K -12,780 Closed
SWM
44
Spire Wealth Management
Virginia
-$32K -1,300 Closed
CA
45
CoreCap Advisors
Michigan
-$19K -777 Closed

UAPR Hedge Fund Activity: Q3 2022 in Review

42 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q3 2022, worth a combined $53.9M — up 29% from $42M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UAPR positions and 3 closed out — a net gain of 4 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $3.31M. The largest seller was Brookstone Capital Management, cutting an estimated $1.08M.

  • 42 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q3 2022, up from 38 in Q2 2022.
  • Funds reported $53.9M of Innovator US Equity Ultra Buffer ETF April stock for Q3 2022, up 29% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q3 2022 and 3 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Ultra Buffer ETF April buyer in Q3 2022 was Atria Wealth Solutions, an estimated $3.31M added.
  • The largest Innovator US Equity Ultra Buffer ETF April seller in Q3 2022 was Brookstone Capital Management, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2022.