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Innovator US Equity Ultra Buffer ETF April

25 hedge funds and large institutions have $17.1M invested in Innovator US Equity Ultra Buffer ETF April in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

18% more capital invested

Capital invested by funds: $14.5M → $17.1M (+$2.57M)

14% more funds holding

Funds holding: 2225 (+3)

8.52% more ownership

Funds ownership: 33.48%42% (+8.5%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.67M -$807K -30,900 -15%
PWMG
2
Pinnacle Wealth Management Group
Michigan
$1.76M -$118K -4,500 -6%
SB
3
Strategic Blueprint
Georgia
$1.3M +$173K +6,611 +16%
BCM
4
Brookstone Capital Management
Illinois
$1.25M +$1.24M +47,555 New
Osaic Holdings
5
Osaic Holdings
Arizona
$795K -$70.4K -2,694 -18%
AAS
6
Avantax Advisory Services
Texas
$605K +$599K +22,917 New
FA
7
Fermata Advisors
California
$604K -$35.4K -1,356 -6%
IA
8
IFP Advisors
Florida
$604K +$559K +21,384 +828%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$580K +$572K +21,900 New
KCM
10
Kathmere Capital Management
Pennsylvania
$521K +$27.2K +1,042 +6%
BWM
11
BCS Wealth Management
Tennessee
$505K +$498K +19,074 New
SCFS
12
S.C. Financial Services
Arizona
$492K
HighTower Advisors
13
HighTower Advisors
Illinois
$425K -$442K -16,917 -51%
DFA
14
DHJJ Financial Advisors
Illinois
$419K -$23.3K -890 -5%
SHIM
15
Stone House Investment Management
Pennsylvania
$389K
LPL Financial
16
LPL Financial
California
$331K +$73.5K +2,815 +29%
AIC
17
Archer Investment Corporation
Indiana
$326K +$63.7K +2,439 +24%
KAS
18
Kestra Advisory Services
Texas
$319K -$10.2K -389 -3%
Citadel Advisors
19
Citadel Advisors
Florida
$305K +$301K +11,535 New
LNC
20
Lincoln National Corp
Pennsylvania
$268K
AWS
21
Atria Wealth Solutions
New York
$247K +$244K +9,341 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$244K -$197K -7,528 -45%
BFC
23
Bedel Financial Consulting
Indiana
$68K -$2.61K -100 -4%
UBS Group
24
UBS Group
Switzerland
$60K +$14.3K +546 +32%
Wells Fargo
25
Wells Fargo
California
$13K

UAPR Hedge Fund Activity: Q1 2022 in Review

25 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q1 2022, worth a combined $17.1M — up 18% from $14.5M a quarter earlier.

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

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $1.24M. The largest seller was Commonwealth Equity Services, cutting an estimated $807K.

  • 25 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q1 2022, up from 22 in Q4 2021.
  • Funds reported $17.1M of Innovator US Equity Ultra Buffer ETF April stock for Q1 2022, up 18% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q1 2022 and 3 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Ultra Buffer ETF April buyer in Q1 2022 was Brookstone Capital Management, an estimated $1.24M added.
  • The largest Innovator US Equity Ultra Buffer ETF April seller in Q1 2022 was Commonwealth Equity Services, an estimated $807K sold.

Based on aggregated 13F filings for Q1 2022.