Innovator US Equity Ultra Buffer ETF April
UAPR
59 hedge funds and large institutions have $50.1M invested in Innovator US Equity Ultra Buffer ETF April in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.
16% more capital invested
Capital invested by funds: $43.2M → $50.1M (+$6.86M)
15.02% more ownership
Funds ownership: 52.04% → 67.07% (+15%)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2% more funds holding
Funds holding: 58 → 59 (+1)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$8.14M |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$2.18M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$975K |
| 4 |
AWM
Alterna Wealth Management
Houston,
Texas
|
+$579K |
| 5 |
YAL
Your Advocates Ltd
Houston,
Texas
|
+$494K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
-$2.39M |
| 2 |
CFCI
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
-$2.29M |
| 3 |
TWM
TriaGen Wealth Management
Calabasas,
California
|
-$1.35M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$645K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$636K |
UAPR Hedge Fund Activity: Q1 2024 in Review
59 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q1 2024, worth a combined $50.1M — up 16% from $43.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UAPR positions and 8 closed out — a net gain of 1 holder — while 15 added to existing stakes and 18 trimmed.
The largest buyer was Tradition Wealth Management, opening a new position worth an estimated $8.14M. The largest seller was Worth Financial Advisory Group, cutting an estimated $2.39M.
- 59 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q1 2024, up from 58 in Q4 2023.
- Funds reported $50.1M of Innovator US Equity Ultra Buffer ETF April stock for Q1 2024, up 16% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q1 2024 and 8 closed out, a net change of +1 holder.
- The largest Innovator US Equity Ultra Buffer ETF April buyer in Q1 2024 was Tradition Wealth Management, an estimated $8.14M added.
- The largest Innovator US Equity Ultra Buffer ETF April seller in Q1 2024 was Worth Financial Advisory Group, an estimated $2.39M sold.
Based on aggregated 13F filings for Q1 2024.