Innovator US Equity Ultra Buffer ETF April
UAPR
80 hedge funds and large institutions have $142M invested in Innovator US Equity Ultra Buffer ETF April in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 1 closing their positions.
2,200% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 1
190% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 10
185% more capital invested
Capital invested by funds: $50.1M → $142M (+$92.4M)
36% more funds holding
Funds holding: 59 → 80 (+21)
0.51% more ownership
Funds ownership: 67.07% → 67.57% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWA
Kellett Wealth Advisors
Cincinnati,
Ohio
|
+$26.3M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$16.7M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.48M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.97M |
| 5 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$3.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIM
Delta Investment Management
San Francisco,
California
|
-$915K |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$273K |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$129K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$37.3K |
| 5 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$34.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wells Fargo
San Francisco,
California
| $14.2K | – | – | – |
|
|
LFA
77
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $9.7K | – | – | – |
|
|
LFG
78
Larson Financial Group
St Louis,
Missouri
| $5.84K | – | – | – |
|
|
IF
79
Integrity Financial
Cheyenne,
Wyoming
| $3.31K | – | – | – |
|
|
GI
80
Gradient Investments
Arden Hills,
Minnesota
| $697 | +$677 | +24 | New |
|
|
DIM
81
Delta Investment Management
San Francisco,
California
| – | -$915K | -32,486 | Closed |
|
UAPR Hedge Fund Activity: Q2 2024 in Review
80 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q2 2024, worth a combined $142M — up 185% from $50.1M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new UAPR positions and 1 closed out — a net gain of 22 holders — while 29 added to existing stakes and 10 trimmed.
The largest buyer was Kellett Wealth Advisors, opening a new position worth an estimated $26.3M. The largest seller was Delta Investment Management, exiting entirely with an estimated $915K sold.
- 80 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q2 2024, up from 59 in Q1 2024.
- Funds reported $142M of Innovator US Equity Ultra Buffer ETF April stock for Q2 2024, up 185% quarter-over-quarter.
- 23 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q2 2024 and 1 closed out, a net change of +22 holders.
- The largest Innovator US Equity Ultra Buffer ETF April buyer in Q2 2024 was Kellett Wealth Advisors, an estimated $26.3M added.
- The largest Innovator US Equity Ultra Buffer ETF April seller in Q2 2024 was Delta Investment Management, an estimated $915K sold.
Based on aggregated 13F filings for Q2 2024.