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Innovator US Equity Buffer ETF November

21 hedge funds and large institutions have $13M invested in Innovator US Equity Buffer ETF November in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DP
1
Denver PWM
Colorado
$3.3M +$3.3M +111,614 New
Osaic Holdings
2
Osaic Holdings
Arizona
$1.5M +$856K +28,722 +133%
BMM
3
Berkshire Money Management
Massachusetts
$1.04M -$27.4K -920 -3%
VWA
4
Visionary Wealth Advisors
Illinois
$1.01M +$1.01M +33,941 New
MWM
5
Maltin Wealth Management
New Jersey
$998K +$998K +33,504 New
OMC
6
Old Mission Capital
Illinois
$908K +$142K +4,786 +19%
KAS
7
Kestra Advisory Services
Texas
$811K +$811K +27,225 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$706K +$174K +5,829 +33%
HighTower Advisors
9
HighTower Advisors
Illinois
$541K +$139K +4,685 +35%
AAP
10
Arax Advisory Partners
Colorado
$326K +$52.5K +1,764 +19%
BA
11
Bellwether Advisors
Nebraska
$313K +$313K +10,518 New
VBFP
12
Valtinson Bruner Financial Planning
Minnesota
$308K
RWA
13
Redhawk Wealth Advisors
Minnesota
$302K +$302K +10,150 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$299K +$73.2K +2,465 +32%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$253K +$253K +8,509 New
SIS
16
Sound Income Strategies
Florida
$115K
ASN
17
Advisory Services Network
Georgia
$110K +$96.9K +3,258 +740%
UBS Group
18
UBS Group
Switzerland
$62K +$62K +2,066 New
HFA
19
Hoover Financial Advisors
Pennsylvania
$51K +$51K +1,694 New
GTAM
20
Global Trust Asset Management
Florida
$30K
SWM
21
Sugarloaf Wealth Management
Georgia
$12K
IFS
22
Ifrah Financial Services
Arkansas
-$322K -11,540 Closed
WCG
23
Weaver Consulting Group
California
-$10K -369 Closed
APA
24
American Portfolios Advisors
New York
-$5.42K -194 Closed