Innovator US Equity Ultra Buffer ETF April
UAPR
58 hedge funds and large institutions have $43.2M invested in Innovator US Equity Ultra Buffer ETF April in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 27 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 57 → 58 (+1)
0.21% more ownership
Funds ownership: 51.83% → 52.04% (+0.21%)
16% less capital invested
Capital invested by funds: $51.4M → $43.2M (-$8.21M)
56% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$3.24M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$452K |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$409K |
| 4 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$373K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.49M |
| 2 |
JP Morgan Chase
New York
|
-$2.19M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.5M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.09M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$867K |
UAPR Hedge Fund Activity: Q4 2023 in Review
58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q4 2023, worth a combined $43.2M — down 16% from $51.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UAPR positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 27 trimmed.
The largest buyer was SageView Advisory Group, adding an estimated $3.24M. The largest seller was AE Wealth Management, cutting an estimated $2.49M.
- 58 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q4 2023, up from 57 in Q3 2023.
- Funds reported $43.2M of Innovator US Equity Ultra Buffer ETF April stock for Q4 2023, down 16% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q4 2023 and 6 closed out, a net change of +1 holder.
- The largest Innovator US Equity Ultra Buffer ETF April buyer in Q4 2023 was SageView Advisory Group, an estimated $3.24M added.
- The largest Innovator US Equity Ultra Buffer ETF April seller in Q4 2023 was AE Wealth Management, an estimated $2.49M sold.
Based on aggregated 13F filings for Q4 2023.