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Innovator US Equity Ultra Buffer ETF April

51 hedge funds and large institutions have $80.8M invested in Innovator US Equity Ultra Buffer ETF April in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

6% more funds holding

Funds holding: 4851 (+3)

0.85% more ownership

Funds ownership: 47.07%47.92% (+0.85%)

84% less capital invested

Capital invested by funds: $512M → $80.8M (-$431M)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
15
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Summit Wealth Partners
Florida
$448K -$187K -7,511 -29%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$416K -$97K -3,895 -19%
ML
28
McAdam LLC
Pennsylvania
$382K +$382K +15,317 New
HighTower Advisors
29
HighTower Advisors
Illinois
$363K -$62.4K -2,504 -15%
GFG
30
Goldstone Financial Group
Illinois
$349K +$349K +14,011 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$338K +$6.73K +270 +2%
SWA
32
Stratos Wealth Advisors
Ohio
$319K
KAS
33
Kestra Advisory Services
Texas
$317K -$5.08K -204 -2%
LPL Financial
34
LPL Financial
California
$297K
OWA
35
Outlook Wealth Advisors
Texas
$254K -$23.2K -933 -8%
OMC
36
Old Mission Capital
Illinois
$230K +$230K +9,218 New
AWS
37
Atria Wealth Solutions
New York
$226K -$3.36K -135 -1%
CF
38
Centaurus Financial
California
$220K +$220K +8,821 New
DFA
39
DHJJ Financial Advisors
Illinois
$208K -$34.9K -1,400 -14%
AAS
40
Avantax Advisory Services
Texas
$206K +$206K +8,277 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$206K -$45.1K -1,809 -18%
SPIA
42
Steward Partners Investment Advisory
New York
$205K
HI
43
Harbour Investments
Wisconsin
$140K
IA
44
IFP Advisors
Florida
$134K -$480K -19,274 -78%
AAS
45
Ameritas Advisory Services
Nebraska
$105K +$105K +4,200 New
SWM
46
Spire Wealth Management
Virginia
$52.4K +$52.3K +2,100 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$50K +$50K +2,005 New
IF
48
Integrity Financial
Wyoming
$43.1K
Wells Fargo
49
Wells Fargo
California
$12.2K
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$5.04K -$150K -6,013 -3%

UAPR Hedge Fund Activity: Q1 2023 in Review

51 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q1 2023, worth a combined $80.8M — down 84% from $512M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UAPR positions and 10 closed out — a net gain of 4 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $10.8M. The largest seller was Greenup Street Wealth Management, exiting entirely with an estimated $4.52M sold.

  • 51 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q1 2023, up from 48 in Q4 2022.
  • Funds reported $80.8M of Innovator US Equity Ultra Buffer ETF April stock for Q1 2023, down 84% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q1 2023 and 10 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Ultra Buffer ETF April buyer in Q1 2023 was Brookstone Capital Management, an estimated $10.8M added.
  • The largest Innovator US Equity Ultra Buffer ETF April seller in Q1 2023 was Greenup Street Wealth Management, an estimated $4.52M sold.

Based on aggregated 13F filings for Q1 2023.