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Innovator US Equity Ultra Buffer ETF April

22 hedge funds and large institutions have $51.1M invested in Innovator US Equity Ultra Buffer ETF April in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more capital invested

Capital invested by funds: $14.4M → $51.1M (+$36.7M)

202.68% more ownership

Funds ownership: 51.2%253.89% (+203%)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

16% more funds holding

Funds holding: 1922 (+3)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
3
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Atria Investments
North Carolina
$15.9M +$15.8M +632,080 New
CAS
2
Cascadia Advisory Services
Oregon
$15.4M +$15.3M +613,590 New
HFA
3
Hoover Financial Advisors
Pennsylvania
$9.05M +$8.92M +356,699 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.56M +$2.96M +118,224 +115%
MWM
5
Maltin Wealth Management
New Jersey
$826K -$29.9K -1,194 -4%
HighTower Advisors
6
HighTower Advisors
Illinois
$728K -$35.1K -1,402 -5%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$511K +$509K +20,354 New
DFA
8
DHJJ Financial Advisors
Illinois
$426K
KCM
9
Kathmere Capital Management
Pennsylvania
$367K +$100K +4,017 +38%
KAS
10
Kestra Advisory Services
Texas
$344K -$176K -7,045 -34%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$342K -$92.5K -3,700 -21%
SB
12
Strategic Blueprint
Georgia
$297K +$296K +11,843 New
LPL Financial
13
LPL Financial
California
$289K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$288K -$1.62M -64,681 -85%
LNC
15
Lincoln National Corp
Pennsylvania
$254K
Osaic Holdings
16
Osaic Holdings
Arizona
$169K +$42.5K +1,698 +34%
AIC
17
Ameritas Investment Company
Nebraska
$136K +$135K +5,416 New
S
18
SignatureFD
Georgia
$113K +$113K +4,500 New
BFC
19
Bedel Financial Consulting
Indiana
$67K
TWM
20
Tradition Wealth Management
Minnesota
$25K
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$22K +$22K +880 New
HI
22
Harbour Investments
Wisconsin
$2K +$2K +80 New
AAS
23
Avantax Advisory Services
Texas
-$2.57M -103,205 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$1.88M -75,258 Closed
Wolverine Trading
25
Wolverine Trading
Illinois
-$886K -35,535 Closed

UAPR Hedge Fund Activity: Q1 2021 in Review

22 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q1 2021, worth a combined $51.1M — up 254% from $14.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UAPR positions and 6 closed out — a net gain of 3 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Atria Investments, opening a new position worth an estimated $15.8M. The largest seller was Avantax Advisory Services, exiting entirely with an estimated $2.57M sold.

  • 22 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q1 2021, up from 19 in Q4 2020.
  • Funds reported $51.1M of Innovator US Equity Ultra Buffer ETF April stock for Q1 2021, up 254% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q1 2021 and 6 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Ultra Buffer ETF April buyer in Q1 2021 was Atria Investments, an estimated $15.8M added.
  • The largest Innovator US Equity Ultra Buffer ETF April seller in Q1 2021 was Avantax Advisory Services, an estimated $2.57M sold.

Based on aggregated 13F filings for Q1 2021.