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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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$345K
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
TF
57
Trek Financial
Arizona
$256K
Truist Financial
58
Truist Financial
North Carolina
$255K
MSFS
59
Main Street Financial Solutions
Pennsylvania
$253K
SPIA
60
Steward Partners Investment Advisory
New York
$222K
SWA
61
Stratos Wealth Advisors
Ohio
$222K
ASN
62
Advisory Services Network
Georgia
$221K
BPW
63
BLVD Private Wealth
Kentucky
$220K
LSA
64
Lion Street Advisors
Texas
$217K
VWA
65
Visionary Wealth Advisors
Illinois
$212K
PWMG
66
Pinnacle Wealth Management Group
Michigan
$207K
SWM
67
Spire Wealth Management
Virginia
$204K
Barclays
68
Barclays
United Kingdom
$190K
HI
69
Harbour Investments
Wisconsin
$153K
BA
70
Bellwether Advisors
Nebraska
$106K
WP
71
WealthShield Partners
North Carolina
$94.9K
AF
72
Advisornet Financial
Minnesota
$92.7K
Morgan Stanley
73
Morgan Stanley
New York
$81.6K
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$63.9K
WTFG
75
Wood Tarver Financial Group
Idaho
$45K