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Innovator US Equity Buffer ETF November

72 hedge funds and large institutions have $88.1M invested in Innovator US Equity Buffer ETF November in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

6% more funds holding

Funds holding: 6872 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.4% less ownership

Funds ownership: 67.34%66.94% (-0.4%)

3% less capital invested

Capital invested by funds: $90.4M → $88.1M (-$2.29M)

60% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 30

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
12
Reduced
30
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BCS Wealth Management
Tennessee
$566K -$648 -21 -0.1%
CW
27
CreativeOne Wealth
Kansas
$547K
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$545K -$15.5K -501 -3%
FCFC
29
First Commonwealth Financial Corp
Pennsylvania
$538K -$169K -5,493 -24%
VFPW
30
Vantage Financial Partners (Wisconsin)
Wisconsin
$522K -$7K -227 -1%
DFA
31
DHJJ Financial Advisors
Illinois
$482K -$25K -810 -5%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$450K +$35.5K +1,150 +9%
AWM
33
AE Wealth Management
Kansas
$442K
AAP
34
Arax Advisory Partners
Colorado
$441K -$1.02K -33 -0.2%
BCM
35
Brookstone Capital Management
Illinois
$412K +$399K +12,920 New
ML
36
McAdam LLC
Pennsylvania
$390K +$381K +12,344 New
AL
37
ACAS LLC
California
$377K +$1.54K +50 +0.4%
AWM
38
Axxcess Wealth Management
California
$377K -$185 -6 -0.1%
VWA
39
Visionary Wealth Advisors
Illinois
$369K -$50.9K -1,650 -12%
RA
40
RFG Advisory
Alabama
$369K +$360K +11,677 New
Truist Financial
41
Truist Financial
North Carolina
$361K
MML Investors Services
42
MML Investors Services
Massachusetts
$342K -$57.4K -1,859 -15%
Cerity Partners
43
Cerity Partners
New York
$342K +$15.4K +500 +5%
AF
44
Advisornet Financial
Minnesota
$327K
CPIG
45
Chicago Partners Investment Group
Illinois
$323K -$25.3K -820 -7%
BA
46
Bellwether Advisors
Nebraska
$320K
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$316K +$13.1K +425 +4%
KAS
48
Kestra Advisory Services
Texas
$314K -$2.8M -90,597 -90%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$311K
HI
50
Harbour Investments
Wisconsin
$257K

BNOV Hedge Fund Activity: Q1 2023 in Review

72 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF November (BNOV) for Q1 2023, worth a combined $88.1M — down 2.5% from $90.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BNOV positions and 3 closed out — a net gain of 6 holders — while 12 added to existing stakes and 30 trimmed.

The largest buyer was Kestra Private Wealth Services, opening a new position worth an estimated $3.57M. The largest seller was Kestra Advisory Services, cutting an estimated $2.8M.

  • 72 institutional investors held Innovator US Equity Buffer ETF November (BNOV) as of Q1 2023, up from 68 in Q4 2022.
  • Funds reported $88.1M of Innovator US Equity Buffer ETF November stock for Q1 2023, down 2.5% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Buffer ETF November positions in Q1 2023 and 3 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Buffer ETF November buyer in Q1 2023 was Kestra Private Wealth Services, an estimated $3.57M added.
  • The largest Innovator US Equity Buffer ETF November seller in Q1 2023 was Kestra Advisory Services, an estimated $2.8M sold.

Based on aggregated 13F filings for Q1 2023.