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Innovator US Equity Buffer ETF November

71 hedge funds and large institutions have $53.4M invested in Innovator US Equity Buffer ETF November in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 7171 (0)

1.44% less ownership

Funds ownership: 63.49%62.05% (-1.4%)

29% less capital invested

Capital invested by funds: $75.5M → $53.4M (-$22M)

59% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
71
Holders Change
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
12
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$234K
Truist Financial
52
Truist Financial
North Carolina
$223K -$40.8K -1,200 -15%
RIS
53
Retirement Income Solutions
Michigan
$211K
TF
54
Trek Financial
Arizona
$202K
PA
55
Parallel Advisors
California
$111K
SWM
56
Sugarloaf Wealth Management
Georgia
$95.5K
SPIA
57
Steward Partners Investment Advisory
New York
$87.8K
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$87K -$336K -9,884 -79%
UBS Group
59
UBS Group
Switzerland
$76.4K +$30.1K +884 +61%
WP
60
WealthShield Partners
North Carolina
$75.3K
TWM
61
Tradition Wealth Management
Minnesota
$70K
IA
62
IFP Advisors
Florida
$37.3K -$23.8K -700 -38%
CFD
63
Creative Financial Designs
Indiana
$32.7K
GTAM
64
Global Trust Asset Management
Florida
$32.7K
OCM
65
Orion Capital Management
California
$30.8K +$32K +940 New
SS
66
Sunbelt Securities
Texas
$24.9K
Creative Planning
67
Creative Planning
Kansas
$22.3K +$23.1K +680 New
CAL
68
Capital Analysts LLC
Pennsylvania
$22K
SIS
69
Sound Income Strategies
Florida
$7.2K
LF
70
Lee Financial
Texas
$3.08K +$3.2K +94 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$131 +$136 +4 New
Citadel Advisors
72
Citadel Advisors
Florida
-$669K -19,681 Closed
RA
73
RFG Advisory
Alabama
-$397K -11,677 Closed
GKWIM
74
Gerber Kawasaki Wealth & Investment Management
California
-$272K -8,000 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-$213K -6,277 Closed

BNOV Hedge Fund Activity: Q3 2023 in Review

71 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF November (BNOV) for Q3 2023, worth a combined $53.4M — down 29% from $75.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BNOV positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 29 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $1.48M. The largest seller was Berkshire Money Management, cutting an estimated $21.7M.

  • 71 institutional investors held Innovator US Equity Buffer ETF November (BNOV) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $53.4M of Innovator US Equity Buffer ETF November stock for Q3 2023, down 29% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Buffer ETF November positions in Q3 2023 and 6 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Buffer ETF November buyer in Q3 2023 was Penserra Capital Management, an estimated $1.48M added.
  • The largest Innovator US Equity Buffer ETF November seller in Q3 2023 was Berkshire Money Management, an estimated $21.7M sold.

Based on aggregated 13F filings for Q3 2023.