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Innovator US Equity Buffer ETF November

81 hedge funds and large institutions have $95M invested in Innovator US Equity Buffer ETF November in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$345K -$1.98K -48 -0.6%
IAIM
52
International Assets Investment Management
Florida
$295K
CWMK
53
Caliber Wealth Management (Kansas)
Kansas
$275K
VFPW
54
Vantage Financial Partners (Wisconsin)
Wisconsin
$267K
RIS
55
Retirement Income Solutions
Michigan
$266K
RA
56
RFG Advisory
Alabama
$261K -$540K -13,101 -67%
TF
57
Trek Financial
Arizona
$256K -$32.3K -783 -11%
Truist Financial
58
Truist Financial
North Carolina
$255K -$140K -3,391 -35%
MSFS
59
Main Street Financial Solutions
Pennsylvania
$253K
SPIA
60
Steward Partners Investment Advisory
New York
$222K -$7.96K -193 -3%
SWA
61
Stratos Wealth Advisors
Ohio
$222K
ASN
62
Advisory Services Network
Georgia
$221K
BPW
63
BLVD Private Wealth
Kentucky
$220K +$220K +5,333 New
LSA
64
Lion Street Advisors
Texas
$217K
VWA
65
Visionary Wealth Advisors
Illinois
$212K +$212K +5,142 New
PWMG
66
Pinnacle Wealth Management Group
Michigan
$207K +$207K +5,025 New
SWM
67
Spire Wealth Management
Virginia
$204K
Barclays
68
Barclays
United Kingdom
$190K +$51.9K +1,258 +38%
HI
69
Harbour Investments
Wisconsin
$153K -$2.19K -53 -1%
BA
70
Bellwether Advisors
Nebraska
$106K -$5.86K -142 -5%
WP
71
WealthShield Partners
North Carolina
$94.9K
AF
72
Advisornet Financial
Minnesota
$92.7K -$77.4K -1,875 -45%
Morgan Stanley
73
Morgan Stanley
New York
$81.6K -$6.02K -146 -7%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$63.9K +$63.9K +1,550 New
WTFG
75
Wood Tarver Financial Group
Idaho
$45K