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Innovator US Equity Ultra Buffer ETF April

42 hedge funds and large institutions have $53.9M invested in Innovator US Equity Ultra Buffer ETF April in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

29% more capital invested

Capital invested by funds: $42M → $53.9M (+$12M)

11% more funds holding

Funds holding: 3842 (+4)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

5.48% less ownership

Funds ownership: 50.98%45.5% (-5.5%)

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
13
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1
Karp Capital Management
California
$8.19M -$67.5K -2,694 -0.8%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.79M +$1.87M +74,509 +45%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.07M -$115K -4,595 -2%
GSWM
4
Greenup Street Wealth Management
Michigan
$4.28M +$334K +13,349 +8%
AWS
5
Atria Wealth Solutions
New York
$3.52M +$3.31M +132,098 +1,001%
CFCI
6
Comprehensive Financial Consultants Institutional
Indiana
$2.61M +$1.83M +73,172 +217%
OMC
7
Old Mission Capital
Illinois
$2.19M +$1.22M +48,656 +116%
SB
8
Strategic Blueprint
Georgia
$1.64M +$379K +15,146 +29%
BCM
9
Brookstone Capital Management
Illinois
$1.57M -$1.08M -43,208 -40%
PWMG
10
Pinnacle Wealth Management Group
Michigan
$1.57M
AIC
11
Archer Investment Corporation
Indiana
$1.41M +$497K +19,865 +52%
WIA
12
World Investment Advisors
California
$1.4M +$1.02M +40,850 +241%
Cerity Partners
13
Cerity Partners
New York
$1.33M +$1.37M +54,675 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.3M +$16.8K +672 +1%
AW
15
ACG Wealth
Georgia
$1.16M
HighTower Advisors
16
HighTower Advisors
Illinois
$995K -$97.5K -3,892 -9%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$920K +$950K +37,940 New
TWM
18
TriaGen Wealth Management
California
$803K +$828K +33,082 New
FA
19
Fermata Advisors
California
$682K -$344K -13,721 -33%
SWP
20
Summit Wealth Partners
Florida
$647K +$23.5K +940 +4%
IA
21
IFP Advisors
Florida
$604K
CA
22
Cetera Advisors
Colorado
$566K +$584K +23,327 New
AWA
23
Arete Wealth Advisors
Illinois
$533K +$77.3K +3,088 +16%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$485K -$32K -1,280 -6%
BWM
25
BCS Wealth Management
Tennessee
$472K

UAPR Hedge Fund Activity: Q3 2022 in Review

42 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q3 2022, worth a combined $53.9M — up 29% from $42M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UAPR positions and 3 closed out — a net gain of 4 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $3.31M. The largest seller was Brookstone Capital Management, cutting an estimated $1.08M.

  • 42 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q3 2022, up from 38 in Q2 2022.
  • Funds reported $53.9M of Innovator US Equity Ultra Buffer ETF April stock for Q3 2022, up 29% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q3 2022 and 3 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Ultra Buffer ETF April buyer in Q3 2022 was Atria Wealth Solutions, an estimated $3.31M added.
  • The largest Innovator US Equity Ultra Buffer ETF April seller in Q3 2022 was Brookstone Capital Management, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2022.