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Innovator US Equity Buffer ETF November

76 hedge funds and large institutions have $75.3M invested in Innovator US Equity Buffer ETF November in 2024 Q2 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

4.4% less ownership

Funds ownership: 77.63%73.22% (-4.4%)

7% less funds holding

Funds holding: 8276 (-6)

11% less capital invested

Capital invested by funds: $84.1M → $75.3M (-$8.85M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

82% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 38

Holders
76
Holders Change
-6
Holders Change %
-7.32%
% of All Funds
1.1%
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
Change in
Stake
RPGK
51
Retirement Planning Group (Kansas)
Kansas
$327K
IAIM
52
International Assets Investment Management
Florida
$320K
FA
53
FSA Advisors
Michigan
$306K
VFPW
54
Vantage Financial Partners (Wisconsin)
Wisconsin
$303K -$114K -3,098 -28%
AF
55
Advisornet Financial
Minnesota
$265K
Morgan Stanley
56
Morgan Stanley
New York
$252K +$248K +6,742 New
RIS
57
Retirement Income Solutions
Michigan
$241K
HI
58
Harbour Investments
Wisconsin
$237K
LSA
59
Lion Street Advisors
Texas
$229K
SWA
60
Stratos Wealth Advisors
Ohio
$227K
LF
61
Lantz Financial
Illinois
$209K
PA
62
Parallel Advisors
California
$127K
SPIA
63
Steward Partners Investment Advisory
New York
$123K
SWM
64
Sugarloaf Wealth Management
Georgia
$109K
WP
65
WealthShield Partners
North Carolina
$86K
CB
66
Chris Bulman
California
$65.8K +$64.6K +1,759 New
IA
67
IFP Advisors
Florida
$38.1K
CFD
68
Creative Financial Designs
Indiana
$37.4K
GTAM
69
Global Trust Asset Management
Florida
$37.4K
OCM
70
Orion Capital Management
California
$35.1K
FNWA
71
Financial Network Wealth Advisors
Utah
$34.9K +$34.3K +933 New
SS
72
Sunbelt Securities
Texas
$26.9K -$70.2K -1,910 -73%
UBS Group
73
UBS Group
Switzerland
$22.7K +$14.1K +384 +172%
CPA
74
Clear Point Advisors
New York
$18.7K -$36.7K -1,000 -67%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$9K -$113K -3,065 -93%