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Innovator US Equity Buffer ETF November

68 hedge funds and large institutions have $90.4M invested in Innovator US Equity Buffer ETF November in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

193% more capital invested

Capital invested by funds: $30.8M → $90.4M (+$59.6M)

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

48% more funds holding

Funds holding: 4668 (+22)

15.65% more ownership

Funds ownership: 51.69%67.34% (+16%)

Holders
68
Holders Change
+22
Holders Change %
+47.83%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
25
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$684K +$681K +22,979 New
FCFC
27
First Commonwealth Financial Corp
Pennsylvania
$670K +$667K +22,501 New
RJA
28
Raymond James & Associates
Florida
$655K +$653K +22,011 New
VBFP
29
Valtinson Bruner Financial Planning
Minnesota
$549K +$536K +18,070 New
BWM
30
BCS Wealth Management
Tennessee
$534K +$130K +4,374 +32%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$528K -$91.7K -3,093 -15%
CW
32
CreativeOne Wealth
Kansas
$516K
VFPW
33
Vantage Financial Partners (Wisconsin)
Wisconsin
$499K +$497K +16,747 New
SS
34
Sunbelt Securities
Texas
$495K -$122K -4,130 -20%
DFA
35
DHJJ Financial Advisors
Illinois
$478K +$122K +4,120 +35%
AAP
36
Arax Advisory Partners
Colorado
$417K +$16.9K +569 +4%
AWM
37
AE Wealth Management
Kansas
$417K +$32.5K +1,096 +8%
VWA
38
Visionary Wealth Advisors
Illinois
$397K -$254K -8,567 -39%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$389K +$388K +13,080 New
MML Investors Services
40
MML Investors Services
Massachusetts
$377K +$376K +12,674 New
AWM
41
Axxcess Wealth Management
California
$355K +$354K +11,933 New
AL
42
ACAS LLC
California
$354K +$352K +11,879 New
CPIG
43
Chicago Partners Investment Group
Illinois
$350K +$325K +10,975 New
Truist Financial
44
Truist Financial
North Carolina
$340K +$102K +3,425 +43%
AF
45
Advisornet Financial
Minnesota
$308K -$22.3K -753 -7%
Cerity Partners
46
Cerity Partners
New York
$307K +$306K +10,313 New
BA
47
Bellwether Advisors
Nebraska
$301K -$107K -3,624 -26%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$293K +$68.5K +2,310 +31%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$285K -$6.05K -204 -2%
IA
50
IFP Advisors
Florida
$281K +$91.5K +3,086 +40%

BNOV Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF November (BNOV) for Q4 2022, worth a combined $90.4M — up 193% from $30.8M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BNOV positions and 3 closed out — a net gain of 24 holders — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Berkshire Money Management, adding an estimated $28.7M. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $476K sold.

  • 68 institutional investors held Innovator US Equity Buffer ETF November (BNOV) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $90.4M of Innovator US Equity Buffer ETF November stock for Q4 2022, up 193% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Buffer ETF November positions in Q4 2022 and 3 closed out, a net change of +24 holders.
  • The largest Innovator US Equity Buffer ETF November buyer in Q4 2022 was Berkshire Money Management, an estimated $28.7M added.
  • The largest Innovator US Equity Buffer ETF November seller in Q4 2022 was U.S. Capital Wealth Advisors, an estimated $476K sold.

Based on aggregated 13F filings for Q4 2022.