ETFs

Janney Montgomery Scott LLC Increases Stake in Innovator U.S. Small Cap Power Buffer ETF – April

Published February 6, 2025

Janney Montgomery Scott LLC has raised its investment in the Innovator U.S. Small Cap Power Buffer ETF – April (BATS:KAPR) by 10.9% during the fourth quarter, based on the latest report submitted to the Securities and Exchange Commission (SEC). Following this increase, the institutional investor now holds a total of 31,600 shares of the ETF after acquiring an additional 3,100 shares during this period. The value of Janney Montgomery Scott LLC’s investment in the Innovator ETF was approximately $1,033,000 at the conclusion of the last quarter.

Other institutional investors and hedge funds have also made adjustments to their positions in this ETF. For instance, Continuum Advisory LLC added a new stake in the Innovator U.S. Small Cap Power Buffer ETF – April in the third quarter, with a valuation of roughly $118,000. Furthermore, Global Trust Asset Management LLC increased its position by 120.0% during the same quarter and currently owns 5,500 shares valued at $179,000 after purchasing an additional 3,000 shares. Meanwhile, Arete Wealth Advisors LLC boosted its stake by 11.0%, bringing their total to 8,100 shares worth $263,000 after acquiring 800 extra shares.

Beacon Financial Advisory LLC also raised its holdings in the ETF by 37.5% during the third quarter, now owning 10,681 shares valued at $347,000 after buying an additional 2,915 shares. Lastly, BCS Wealth Management increased its investment by 5.2%, amassing 12,206 shares worth $396,000 after purchasing 601 more shares in the last quarter.

Current Performance of Innovator U.S. Small Cap Power Buffer ETF – April

The KAPR stock opened at $33.65 on Thursday. It has a market capitalization of $192.79 million, a price-to-earnings (PE) ratio of 13.25, and a beta value of 0.74. The stock’s 50-day moving average price stands at $33.31, while the 200-day moving average price is $32.68.

About Innovator U.S. Small Cap Power Buffer ETF – April

The Innovator Russell 2000 Power Buffer ETF – April (KAPR) is an exchange-traded fund that tracks the Russell 2000 index. It is designed to provide specific buffered losses and capped gains on the Russell 2000 during a defined holdings period. This actively-managed fund contains options and collateral and was launched on April 1, 2020, under the management of Innovator.

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Curious about the holdings of other hedge funds in KAPR? Visit HoldingsChannel.com for the latest 13F filings and insider trades concerning Innovator U.S. Small Cap Power Buffer ETF – April (BATS:KAPR).

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