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Innovator US Equity Ultra Buffer ETF April

79 hedge funds and large institutions have $99.8M invested in Innovator US Equity Ultra Buffer ETF April in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

7% more funds holding

Funds holding: 7479 (+5)

4.66% more ownership

Funds ownership: 64.23%68.89% (+4.7%)

8% less capital invested

Capital invested by funds: $108M → $99.8M (-$8.4M)

67% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 33

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
11
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
51
Chris Bulman
California
$352K +$130K +4,229 +59%
ML
52
McAdam LLC
Pennsylvania
$343K
WP
53
WealthShield Partners
North Carolina
$297K
SF
54
Seros Financial
Arizona
$280K +$296K +9,641 New
BPA
55
Beacon Pointe Advisors
California
$261K
AWM
56
Accurate Wealth Management
Florida
$231K -$150K -4,900 -39%
BA
57
Bluesphere Advisors
Pennsylvania
$224K
MCC
58
Money Concepts Capital
Florida
$215K
BAM
59
Belpointe Asset Management
Nevada
$212K
VWA
60
Visionary Wealth Advisors
Illinois
$206K
FA
61
FC Advisory
Pennsylvania
$203K +$202K +6,575 New
AIC
62
Archer Investment Corporation
Indiana
$201K -$10.4K -340 -5%
JP Morgan Chase
63
JP Morgan Chase
New York
$149K +$3.07K +100 +2%
IA
64
IFP Advisors
Florida
$147K
HI
65
Harbour Investments
Wisconsin
$145K +$24K +781 +20%
CA
66
CoreCap Advisors
Michigan
$125K
PS
67
Principal Securities
Iowa
$89.3K -$8.91K -290 -9%
AF
68
Allworth Financial
California
$53.8K
DFA
69
DHJJ Financial Advisors
Illinois
$47.9K -$7.83K -255 -14%
CP
70
Castleview Partners
Texas
$37.1K -$1.84K -60 -5%
EPW
71
Evergreen Private Wealth
Colorado
$25.2K
CFGS
72
Concourse Financial Group Securities
Alabama
$24.2K +$9.21K +300 +64%
Wells Fargo
73
Wells Fargo
California
$15.1K
EB
74
Eastern Bank
Massachusetts
$8.76K
UBS Group
75
UBS Group
Switzerland
$6.91K -$11.4K -371 -62%

UAPR Hedge Fund Activity: Q4 2024 in Review

79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q4 2024, worth a combined $99.8M — down 7.8% from $108M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new UAPR positions and 7 closed out — a net gain of 6 holders — while 11 added to existing stakes and 33 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $806K. The largest seller was Brookstone Capital Management, cutting an estimated $18.9M.

  • 79 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q4 2024, up from 74 in Q3 2024.
  • Funds reported $99.8M of Innovator US Equity Ultra Buffer ETF April stock for Q4 2024, down 7.8% quarter-over-quarter.
  • 13 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q4 2024 and 7 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Ultra Buffer ETF April buyer in Q4 2024 was Susquehanna International Group, an estimated $806K added.
  • The largest Innovator US Equity Ultra Buffer ETF April seller in Q4 2024 was Brookstone Capital Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2024.