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Innovator US Equity Buffer ETF November

71 hedge funds and large institutions have $74.5M invested in Innovator US Equity Buffer ETF November in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-5
Holders Change %
-6.58%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BMM
26
Berkshire Money Management
Massachusetts
$741K
BEI
27
Benjamin Edwards Inc
Missouri
$737K +$737K +19,325 New
VBFP
28
Valtinson Bruner Financial Planning
Minnesota
$657K -$23.1K -607 -3%
FCFC
29
First Commonwealth Financial Corp
Pennsylvania
$657K +$73.6K +1,931 +13%
Cerity Partners
30
Cerity Partners
New York
$596K +$30.1K +790 +5%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$529K -$24.4K -640 -4%
SCA
32
Snowden Capital Advisors
New York
$525K
KF
33
Krilogy Financial
Missouri
$516K -$5.72K -150 -1%
AAP
34
Arax Advisory Partners
Colorado
$507K -$1.22K -32 -0.2%
BCM
35
Brookstone Capital Management
Illinois
$498K -$4.96K -130 -1%
Citadel Advisors
36
Citadel Advisors
Florida
$491K +$491K +12,887 New
MML Investors Services
37
MML Investors Services
Massachusetts
$472K +$2.86K +75 +0.6%
ML
38
McAdam LLC
Pennsylvania
$471K
PS
39
Principal Securities
Iowa
$454K -$30.5K -800 -6%
DFA
40
DHJJ Financial Advisors
Illinois
$430K -$79.5K -2,085 -16%
RA
41
RFG Advisory
Alabama
$428K -$138K -3,610 -24%
BFA
42
Beacon Financial Advisory
Ohio
$424K
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$404K -$254K -6,652 -39%
AL
44
ACAS LLC
California
$367K -$9.34K -245 -2%
Truist Financial
45
Truist Financial
North Carolina
$362K
RPGK
46
Retirement Planning Group (Kansas)
Kansas
$334K
AWM
47
Axxcess Wealth Management
California
$328K -$124K -3,262 -27%
CFS
48
CRA Financial Services
New Jersey
$323K -$115K -3,025 -26%
BWM
49
BCS Wealth Management
Tennessee
$312K -$27.9K -731 -8%
FA
50
FSA Advisors
Michigan
$307K -$4.58K -120 -1%