Innovator US Equity Ultra Buffer ETF April
UAPR
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.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
7% more funds holding
Funds holding: 74 → 79 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$806K |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$722K |
| 3 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$545K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$510K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$448K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$18.9M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.64M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$800K |
| 4 |
KWM
KFG Wealth Management
Granger,
Indiana
|
-$679K |
| 5 |
TCM
Triumph Capital Management
Denver,
Colorado
|
-$649K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
76
Larson Financial Group
St Louis,
Missouri
| $6.2K | – | – | – |
|
|
LFA
77
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $5.83K | -$2.61K | -85 | -31% |
|
|
IF
78
Integrity Financial
Cheyenne,
Wyoming
| $3.52K | – | – | – |
|
79
Barclays
London,
United Kingdom
| $2.9K | +$2.89K | +94 | New |
|
|
WFAG
80
Worth Financial Advisory Group
Charlotte,
North Carolina
| – | -$501K | -16,582 | Closed |
|
81
Jane Street
New York
| – | -$390K | -12,930 | Closed |
|
|
RA
82
RFG Advisory
Birmingham,
Alabama
| – | -$339K | -11,215 | Closed |
|
|
AAS
83
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$313K | -10,362 | Closed |
|
|
OWA
84
Outlook Wealth Advisors
Shenandoah,
Texas
| – | -$246K | -8,130 | Closed |
|
|
CPA
85
Clear Point Advisors
Melville,
New York
| – | -$19.3K | -640 | Closed |
|
|
FNWA
86
Financial Network Wealth Advisors
Murray,
Utah
| – | -$17.7K | -586 | Closed |
|
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.