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Innovator US Equity Ultra Buffer ETF April
UAPR

59 hedge funds and large institutions have $50.1M invested in Innovator US Equity Ultra Buffer ETF April in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $43.2M → $50.1M (+$6.86M)

15.02% more ownership

Funds ownership: 52.04% → 67.07% (+15%)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 58 → 59 (+1)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TWM
Tradition Wealth Management
Minnesota
+$8.14M
2
MOS
MGO One Seven
Ohio
+$2.18M
3
KAS
Kestra Advisory Services
Texas
+$975K
4
AWM
Alterna Wealth Management
Texas
+$579K
5
YAL
Your Advocates Ltd
Texas
+$494K

Top Sellers

Rank Fund Capital Flow
1
WFAG
Worth Financial Advisory Group
North Carolina
-$2.39M
2
CFCI
Comprehensive Financial Consultants Institutional
Indiana
-$2.29M
3
TWM
TriaGen Wealth Management
California
-$1.35M
4
FIA
Foundations Investment Advisors
Arizona
-$645K
5
Osaic Holdings
Osaic Holdings
Arizona
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Arete Wealth Advisors
Illinois
$442K +$6.99K +251 +2%
AWM
27
AE Wealth Management
Kansas
$436K +$119K +4,258 +38%
ASN
28
Advisory Services Network
Georgia
$422K – – –
Citadel Advisors
29
Citadel Advisors
Florida
$412K -$118K -4,225 -22%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$392K +$808 +29 +0.2%
SWA
31
Stratos Wealth Advisors
Ohio
$360K – – –
SWM
32
Spire Wealth Management
Virginia
$341K – – –
MCC
33
Money Concepts Capital
Florida
$323K – – –
AAS
34
Avantax Advisory Services
Texas
$319K -$2.51K -90 -0.8%
SPIA
35
Steward Partners Investment Advisory
New York
$316K +$83K +2,979 +36%
ML
36
McAdam LLC
Pennsylvania
$313K – – –
AWM
37
Accurate Wealth Management
Florida
$292K +$298K +10,689 New
WFAG
38
Worth Financial Advisory Group
North Carolina
$270K -$2.39M -86,000 -90%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$263K -$74.9K -2,690 -22%
SFA
40
Souders Financial Advisors
Ohio
$261K +$258K +9,251 New
TC
41
TownSquare Capital
Utah
$258K -$211K -7,583 -45%
OWA
42
Outlook Wealth Advisors
Texas
$253K -$33.4K -1,198 -12%
RA
43
RFG Advisory
Alabama
$230K +$227K +8,151 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$140K -$19.6K -704 -12%
HI
45
Harbour Investments
Wisconsin
$119K – – –
IA
46
IFP Advisors
Florida
$109K – – –
PS
47
Principal Securities
Iowa
$89.7K +$7.99K +287 +10%
DFA
48
DHJJ Financial Advisors
Illinois
$79.1K -$83.9K -3,012 -52%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$73K +$16.2K +582 +29%
CA
50
CoreCap Advisors
Michigan
$65.3K +$64.5K +2,318 New
1
2
3

UAPR Hedge Fund Activity: Q1 2024 in Review

59 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q1 2024, worth a combined $50.1M — up 16% from $43.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UAPR positions and 8 closed out — a net gain of 1 holder — while 15 added to existing stakes and 18 trimmed.

The largest buyer was Tradition Wealth Management, opening a new position worth an estimated $8.14M. The largest seller was Worth Financial Advisory Group, cutting an estimated $2.39M.

  • 59 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q1 2024, up from 58 in Q4 2023.
  • Funds reported $50.1M of Innovator US Equity Ultra Buffer ETF April stock for Q1 2024, up 16% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q1 2024 and 8 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Ultra Buffer ETF April buyer in Q1 2024 was Tradition Wealth Management, an estimated $8.14M added.
  • The largest Innovator US Equity Ultra Buffer ETF April seller in Q1 2024 was Worth Financial Advisory Group, an estimated $2.39M sold.

Based on aggregated 13F filings for Q1 2024.