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Innovator US Equity Ultra Buffer ETF April

48 hedge funds and large institutions have $512M invested in Innovator US Equity Ultra Buffer ETF April in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more capital invested

Capital invested by funds: $53.9M → $512M (+$458M)

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

14% more funds holding

Funds holding: 4248 (+6)

1.57% more ownership

Funds ownership: 45.5%47.07% (+1.6%)

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
8
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$454M -$90.2K -3,642 -17%
SIA
2
Soltis Investment Advisors
Utah
$10.5M +$10.5M +422,396 New
Osaic Holdings
3
Osaic Holdings
Arizona
$6.71M +$786K +31,738 +13%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.17M -$15.5K -627 -0.3%
GSWM
5
Greenup Street Wealth Management
Michigan
$4.52M +$143K +5,774 +3%
RFWA
6
RPg Family Wealth Advisory
Massachusetts
$2.96M +$2.95M +119,215 New
CFCI
7
Comprehensive Financial Consultants Institutional
Indiana
$2.66M -$2.77K -112 -0.1%
PCA
8
Prosperity Capital Advisors
Ohio
$1.67M +$1.67M +67,382 New
PWMG
9
Pinnacle Wealth Management Group
Michigan
$1.6M
KWM
10
KFG Wealth Management
Indiana
$1.57M +$1.57M +63,333 New
WIA
11
World Investment Advisors
California
$1.43M
SB
12
Strategic Blueprint
Georgia
$1.41M -$267K -10,794 -16%
AIC
13
Archer Investment Corporation
Indiana
$1.36M -$81.9K -3,307 -6%
Cerity Partners
14
Cerity Partners
New York
$1.36M
BCM
15
Brookstone Capital Management
Illinois
$1.31M -$299K -12,068 -19%
CA
16
Cetera Advisors
Colorado
$1.2M +$622K +25,118 +108%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$1.19M +$1.19M +47,950 New
SAG
18
SageView Advisory Group
California
$998K +$996K +40,215 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$945K -$382K -15,450 -29%
TWM
20
TriaGen Wealth Management
California
$878K +$56.7K +2,291 +7%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$644K -$296K -11,964 -32%
SWP
22
Summit Wealth Partners
Florida
$632K -$30.4K -1,226 -5%
IA
23
IFP Advisors
Florida
$619K +$15.1K +609 +3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$511K +$14.7K +595 +3%
BWM
25
BCS Wealth Management
Tennessee
$483K

UAPR Hedge Fund Activity: Q4 2022 in Review

48 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q4 2022, worth a combined $512M — up 850% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UAPR positions and 4 closed out — a net gain of 8 holders — while 8 added to existing stakes and 16 trimmed.

The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $10.5M. The largest seller was Atria Wealth Solutions, cutting an estimated $3.37M.

  • 48 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q4 2022, up from 42 in Q3 2022.
  • Funds reported $512M of Innovator US Equity Ultra Buffer ETF April stock for Q4 2022, up 850% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q4 2022 and 4 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Ultra Buffer ETF April buyer in Q4 2022 was Soltis Investment Advisors, an estimated $10.5M added.
  • The largest Innovator US Equity Ultra Buffer ETF April seller in Q4 2022 was Atria Wealth Solutions, an estimated $3.37M sold.

Based on aggregated 13F filings for Q4 2022.