We are live on ! Find out more
BNOV icon

Innovator US Equity Buffer ETF November
BNOV

82 hedge funds and large institutions have $84.1M invested in Innovator US Equity Buffer ETF November in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $75.7M → $84.1M (+$8.43M)

9.87% more ownership

Funds ownership: 67.75% → 77.63% (+9.9%)

2% less funds holding

Funds holding: 84 → 82 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

66% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 38

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$2.25M
2
SAG
SageView Advisory Group
California
+$1.66M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.59M
4
LPL Financial
LPL Financial
California
+$1.01M
5
CA
CoreCap Advisors
Michigan
+$701K

Top Sellers

Rank Fund Capital Flow
1
KPWS
Kestra Private Wealth Services
Texas
-$2.68M
2
BMM
Berkshire Money Management
Massachusetts
-$1.07M
3
TFS
Thoroughbred Financial Services
Tennessee
-$587K
4
TC
TownSquare Capital
Utah
-$552K
5
HighTower Advisors
HighTower Advisors
Illinois
-$544K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$36.5K – – –
GTAM
77
Global Trust Asset Management
Florida
$36.5K – – –
OCM
78
Orion Capital Management
California
$34.3K – – –
CAL
79
Capital Analysts LLC
Pennsylvania
$25K – – –
UBS Group
80
UBS Group
Switzerland
$8.14K -$45.4K -1,271 -85%
SIS
81
Sound Income Strategies
Florida
$8.03K – – –
AWM
82
AE Wealth Management
Kansas
– -$516K -14,560 Closed
VWA
83
Visionary Wealth Advisors
Illinois
– -$281K -8,055 Closed
GKWIM
84
Gerber Kawasaki Wealth & Investment Management
California
– -$279K -8,000 Closed
TF
85
Trek Financial
Arizona
– -$215K -6,166 Closed
ASN
86
Advisory Services Network
Georgia
– -$166K -4,763 Closed
Wells Fargo
87
Wells Fargo
California
– -$32.1K -920 Closed
US Bancorp
88
US Bancorp
Minnesota
– -$2.13K -61 Closed
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
– +$214 +6 New
1 2 3
4

BNOV Hedge Fund Activity: Q1 2024 in Review

82 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF November (BNOV) for Q1 2024, worth a combined $84.1M — up 11% from $75.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BNOV and 5 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 13 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.25M. The largest seller was Kestra Private Wealth Services, cutting an estimated $2.68M.

  • 82 institutional investors held Innovator US Equity Buffer ETF November (BNOV) as of Q1 2024, down from 84 in Q4 2023.
  • Funds reported $84.1M of Innovator US Equity Buffer ETF November stock for Q1 2024, up 11% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Buffer ETF November positions in Q1 2024 and 7 closed out, a net change of -2 holders.
  • The largest Innovator US Equity Buffer ETF November buyer in Q1 2024 was Penserra Capital Management, an estimated $2.25M added.
  • The largest Innovator US Equity Buffer ETF November seller in Q1 2024 was Kestra Private Wealth Services, an estimated $2.68M sold.

Based on aggregated 13F filings for Q1 2024.