Rockefeller Capital Management L.P. Makes New $846,000 Investment in Innovator U.S. Small Cap Managed Floor ETF $RFLR

Rockefeller Capital Management L.P. bought a new stake in shares of Innovator U.S. Small Cap Managed Floor ETF (NYSEARCA:RFLR) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 29,719 shares of the company’s stock, valued at approximately $846,000. Rockefeller Capital Management L.P. owned 1.61% of Innovator U.S. Small Cap Managed Floor ETF as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Triumph Capital Management bought a new stake in shares of Innovator U.S. Small Cap Managed Floor ETF in the third quarter worth approximately $72,000. Perigon Wealth Management LLC bought a new position in Innovator U.S. Small Cap Managed Floor ETF during the fourth quarter valued at approximately $213,000. Capital Investment Advisory Services LLC boosted its holdings in Innovator U.S. Small Cap Managed Floor ETF by 20.5% in the fourth quarter. Capital Investment Advisory Services LLC now owns 9,335 shares of the company’s stock worth $266,000 after purchasing an additional 1,591 shares during the last quarter. COFG Advisors LLC purchased a new stake in Innovator U.S. Small Cap Managed Floor ETF in the fourth quarter worth approximately $328,000. Finally, Signaturefd LLC purchased a new stake in Innovator U.S. Small Cap Managed Floor ETF in the fourth quarter worth approximately $349,000.

Innovator U.S. Small Cap Managed Floor ETF Stock Performance

NYSEARCA:RFLR opened at $32.59 on Friday. The company has a market cap of $91.25 million, a PE ratio of 15.96 and a beta of 0.58. The company has a 50 day simple moving average of $30.98 and a two-hundred day simple moving average of $29.91. Innovator U.S. Small Cap Managed Floor ETF has a 12 month low of $25.31 and a 12 month high of $33.43.

Innovator U.S. Small Cap Managed Floor ETF Profile

The Innovator U.S. Small Cap Managed Floor ETF (RFLR) is an exchange-traded fund that mostly invests in small-cap stocks. The fund aims to participate in 70% of upside appreciation of US small-cap stocks while hedging the downside risk using a laddered options strategy. The fund utilizes four, one-year FLEX options packages with staggered three-month expiration dates to target a maximum loss of approximately 8-12% on a rolling 12-month basis. RFLR was launched on Sep 17, 2024 and is issued by Innovator.