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Innovator US Equity Ultra Buffer ETF April

19 hedge funds and large institutions have $14.4M invested in Innovator US Equity Ultra Buffer ETF April in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

19% more funds holding

Funds holding: 1619 (+3)

7.11% more ownership

Funds ownership: 44.09%51.2% (+7.1%)

0% more capital invested

Capital invested by funds: $14.4M → $14.4M (+$46K)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.58M -$220K -8,885 -8%
AAS
2
Avantax Advisory Services
Texas
$2.57M -$759K -30,658 -23%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.9M +$1.89M +76,134 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.88M +$850K +34,309 +84%
Wolverine Trading
5
Wolverine Trading
Illinois
$886K +$275K +11,097 +45%
MWM
6
Maltin Wealth Management
New Jersey
$851K -$1.23M -49,775 -59%
HighTower Advisors
7
HighTower Advisors
Illinois
$760K
KAS
8
Kestra Advisory Services
Texas
$517K +$97.1K +3,919 +23%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$432K -$32.2K -1,300 -7%
DFA
10
DHJJ Financial Advisors
Illinois
$424K +$420K +16,961 New
OMC
11
Old Mission Capital
Illinois
$380K -$640K -25,849 -63%
LPL Financial
12
LPL Financial
California
$287K
KCM
13
Kathmere Capital Management
Pennsylvania
$265K
LNC
14
Lincoln National Corp
Pennsylvania
$253K
DLHL
15
Donald L. Hagan LLC
Florida
$200K +$198K +8,000 New
Osaic Holdings
16
Osaic Holdings
Arizona
$124K -$22.3K -900 -15%
BFC
17
Bedel Financial Consulting
Indiana
$67K
UBS Group
18
UBS Group
Switzerland
$40K +$20.6K +833 +108%
TWM
19
Tradition Wealth Management
Minnesota
$25K +$24.9K +1,007 New
CRWM
20
Castle Rock Wealth Management
California
-$1.05M -42,750 Closed

UAPR Hedge Fund Activity: Q4 2020 in Review

19 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q4 2020, worth a combined $14.4M — up 0.32% from $14.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UAPR positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.89M. The largest seller was Maltin Wealth Management, cutting an estimated $1.23M.

  • 19 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q4 2020, up from 16 in Q3 2020.
  • Funds reported $14.4M of Innovator US Equity Ultra Buffer ETF April stock for Q4 2020, up 0.32% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q4 2020 and 1 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Ultra Buffer ETF April buyer in Q4 2020 was Susquehanna International Group, an estimated $1.89M added.
  • The largest Innovator US Equity Ultra Buffer ETF April seller in Q4 2020 was Maltin Wealth Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2020.