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Innovator US Equity Ultra Buffer ETF April

38 hedge funds and large institutions have $42M invested in Innovator US Equity Ultra Buffer ETF April in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

145% more capital invested

Capital invested by funds: $17.1M → $42M (+$24.9M)

52% more funds holding

Funds holding: 2538 (+13)

8.98% more ownership

Funds ownership: 42%50.98% (+9%)

Holders
38
Holders Change
+13
Holders Change %
+52%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
13
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1
Karp Capital Management
California
$8.35M +$8.64M +340,437 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.24M +$945K +37,209 +21%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.03M +$3.86M +151,896 +1,225%
GSWM
4
Greenup Street Wealth Management
Michigan
$4M +$4.14M +163,188 New
BCM
5
Brookstone Capital Management
Illinois
$2.67M +$1.53M +60,297 +127%
PWMG
6
Pinnacle Wealth Management Group
Michigan
$1.58M -$50.8K -2,000 -3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.3M +$786K +30,971 +141%
SB
8
Strategic Blueprint
Georgia
$1.28M +$79.8K +3,143 +6%
AW
9
ACG Wealth
Georgia
$1.18M +$1.22M +47,950 New
HighTower Advisors
10
HighTower Advisors
Illinois
$1.1M +$732K +28,848 +180%
FA
11
Fermata Advisors
California
$1.03M +$483K +19,011 +83%
OMC
12
Old Mission Capital
Illinois
$1.03M +$1.06M +41,823 New
AIC
13
Archer Investment Corporation
Indiana
$937K +$654K +25,739 +207%
CFCI
14
Comprehensive Financial Consultants Institutional
Indiana
$829K +$855K +33,694 New
SWP
15
Summit Wealth Partners
Florida
$632K +$654K +25,749 New
IA
16
IFP Advisors
Florida
$604K
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$524K +$540K +21,264 New
ASN
18
Advisory Services Network
Georgia
$492K +$509K +20,041 New
BWM
19
BCS Wealth Management
Tennessee
$477K +$9.65K +380 +2%
AWA
20
Arete Wealth Advisors
Illinois
$463K +$479K +18,866 New
WIA
21
World Investment Advisors
California
$431K +$430K +16,925 New
SHIM
22
Stone House Investment Management
Pennsylvania
$404K +$45.1K +1,775 +12%
DFA
23
DHJJ Financial Advisors
Illinois
$387K -$1.02K -40 -0.3%
Citadel Advisors
24
Citadel Advisors
Florida
$341K +$59.7K +2,350 +20%
AWS
25
Atria Wealth Solutions
New York
$324K +$97.8K +3,853 +41%

UAPR Hedge Fund Activity: Q2 2022 in Review

38 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q2 2022, worth a combined $42M — up 145% from $17.1M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UAPR positions and 6 closed out — a net gain of 13 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Karp Capital Management, opening a new position worth an estimated $8.64M. The largest seller was Kathmere Capital Management, exiting entirely with an estimated $521K sold.

  • 38 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q2 2022, up from 25 in Q1 2022.
  • Funds reported $42M of Innovator US Equity Ultra Buffer ETF April stock for Q2 2022, up 145% quarter-over-quarter.
  • 19 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q2 2022 and 6 closed out, a net change of +13 holders.
  • The largest Innovator US Equity Ultra Buffer ETF April buyer in Q2 2022 was Karp Capital Management, an estimated $8.64M added.
  • The largest Innovator US Equity Ultra Buffer ETF April seller in Q2 2022 was Kathmere Capital Management, an estimated $521K sold.

Based on aggregated 13F filings for Q2 2022.