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Innovator US Equity Buffer ETF November
BNOV

84 hedge funds and large institutions have $75.7M invested in Innovator US Equity Buffer ETF November in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

42% more capital invested

Capital invested by funds: $53.4M → $75.7M (+$22.2M)

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

18% more funds holding

Funds holding: 71 → 84 (+13)

5.7% more ownership

Funds ownership: 62.05% → 67.75% (+5.7%)

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$3.26M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.58M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.86M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.72M
5
LPL Financial
LPL Financial
California
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$1.23M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.16M
3
IAIM
International Assets Investment Management
Florida
-$1.12M
4
CAN
Cetera Advisor Networks
California
-$761K
5
Osaic Holdings
Osaic Holdings
Arizona
-$571K
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
51
ACAS LLC
California
$386K -$17.4K -520 -4%
Truist Financial
52
Truist Financial
North Carolina
$353K +$111K +3,315 +49%
RA
53
RFG Advisory
Alabama
$347K +$333K +9,945 New
KAS
54
Kestra Advisory Services
Texas
$346K +$76.7K +2,290 +30%
BA
55
Bellwether Advisors
Nebraska
$346K -$7.3K -218 -2%
AF
56
Advisornet Financial
Minnesota
$309K -$2.58K -77 -0.9%
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$306K +$293K +8,753 New
IAIM
58
International Assets Investment Management
Florida
$299K -$1.12M -33,441 -80%
FA
59
FSA Advisors
Michigan
$291K +$279K +8,336 New
VWA
60
Visionary Wealth Advisors
Illinois
$281K -$42.9K -1,281 -14%
GKWIM
61
Gerber Kawasaki Wealth & Investment Management
California
$279K +$268K +8,000 New
RIS
62
Retirement Income Solutions
Michigan
$225K – – –
HI
63
Harbour Investments
Wisconsin
$222K -$38.9K -1,163 -15%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$218K -$139K -4,161 -40%
TF
65
Trek Financial
Arizona
$215K – – –
LSA
66
Lion Street Advisors
Texas
$213K +$205K +6,113 New
SWA
67
Stratos Wealth Advisors
Ohio
$212K +$203K +6,073 New
ASN
68
Advisory Services Network
Georgia
$166K +$159K +4,763 New
SWM
69
Spire Wealth Management
Virginia
$146K +$138K +4,135 New
PA
70
Parallel Advisors
California
$118K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$115K +$20.3K +606 +23%
SWM
72
Sugarloaf Wealth Management
Georgia
$102K – – –
SS
73
Sunbelt Securities
Texas
$91.8K +$62.6K +1,870 +246%
WP
74
WealthShield Partners
North Carolina
$80.3K – – –
CPA
75
Clear Point Advisors
New York
$52.4K +$50.2K +1,500 New
1 2
3
4

BNOV Hedge Fund Activity: Q4 2023 in Review

84 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF November (BNOV) for Q4 2023, worth a combined $75.7M — up 42% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BNOV positions and 6 closed out — a net gain of 14 holders — while 31 added to existing stakes and 22 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $3.26M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.23M sold.

  • 84 institutional investors held Innovator US Equity Buffer ETF November (BNOV) as of Q4 2023, up from 71 in Q3 2023.
  • Funds reported $75.7M of Innovator US Equity Buffer ETF November stock for Q4 2023, up 42% quarter-over-quarter.
  • 20 funds opened new Innovator US Equity Buffer ETF November positions in Q4 2023 and 6 closed out, a net change of +14 holders.
  • The largest Innovator US Equity Buffer ETF November buyer in Q4 2023 was Raymond James & Associates, an estimated $3.26M added.
  • The largest Innovator US Equity Buffer ETF November seller in Q4 2023 was Old Mission Capital, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2023.