Innovator US Equity Ultra Buffer ETF April
UAPR
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.
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: 48 → 51 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$10.8M |
| 2 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$9.28M |
| 3 |
HCM
Hudson Capital Management
Ramsey,
New Jersey
|
+$5.77M |
| 4 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
+$2.38M |
| 5 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
-$4.52M |
| 2 |
PWMG
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
-$1.6M |
| 3 |
Cerity Partners
New York
|
-$1.36M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$644K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$480K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
51
Larson Financial Group
St Louis,
Missouri
| $5.01K | +$5.01K | +201 | New |
|
|
GSWM
52
Greenup Street Wealth Management
Ann Arbor,
Michigan
| – | -$4.52M | -182,311 | Closed |
|
|
PWMG
53
Pinnacle Wealth Management Group
Plymouth,
Michigan
| – | -$1.6M | -64,583 | Closed |
|
|
54
Cerity Partners
New York
| – | -$1.36M | -54,675 | Closed |
|
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$644K | -25,976 | Closed |
|
56
Citadel Advisors
Miami,
Florida
| – | -$377K | -15,182 | Closed |
|
|
SHIM
57
Stone House Investment Management
Tunkhannock,
Pennsylvania
| – | -$329K | -13,269 | Closed |
|
|
FA
58
Fermata Advisors
Sonoma,
California
| – | -$217K | -8,730 | Closed |
|
|
ICG
59
InterOcean Capital Group
Nashville,
Tennessee
| – | -$207K | -8,330 | Closed |
|
|
MCC
60
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$186K | -7,477 | Closed |
|
|
AWM
61
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$9.92K | -400 | Closed |
|
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.