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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

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

192% more capital invested

Capital invested by funds: $4.45M → $13M (+$8.55M)

40% more funds holding

Funds holding: 1521 (+6)

20.69% more ownership

Funds ownership: 28.98%49.67% (+21%)

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
Change in
Stake
DP
1
Denver PWM
Colorado
$3.3M +$3.23M +111,614 New
Osaic Holdings
2
Osaic Holdings
Arizona
$1.5M +$830K +28,722 +133%
BMM
3
Berkshire Money Management
Massachusetts
$1.04M -$26.6K -920 -3%
VWA
4
Visionary Wealth Advisors
Illinois
$1.01M +$981K +33,941 New
MWM
5
Maltin Wealth Management
New Jersey
$998K +$968K +33,504 New
OMC
6
Old Mission Capital
Illinois
$908K +$138K +4,786 +19%
KAS
7
Kestra Advisory Services
Texas
$811K +$787K +27,225 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$706K +$168K +5,829 +33%
HighTower Advisors
9
HighTower Advisors
Illinois
$541K +$135K +4,685 +35%
AAP
10
Arax Advisory Partners
Colorado
$326K +$51K +1,764 +19%
BA
11
Bellwether Advisors
Nebraska
$313K +$304K +10,518 New
VBFP
12
Valtinson Bruner Financial Planning
Minnesota
$308K
RWA
13
Redhawk Wealth Advisors
Minnesota
$302K +$293K +10,150 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$299K +$71.2K +2,465 +32%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$253K +$246K +8,509 New
SIS
16
Sound Income Strategies
Florida
$115K
ASN
17
Advisory Services Network
Georgia
$110K +$94.1K +3,258 +740%
UBS Group
18
UBS Group
Switzerland
$62K +$59.7K +2,066 New
HFA
19
Hoover Financial Advisors
Pennsylvania
$51K +$49K +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

BNOV Hedge Fund Activity: Q4 2020 in Review

21 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF November (BNOV) for Q4 2020, worth a combined $13M — up 192% from $4.45M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BNOV positions and 3 closed out — a net gain of 6 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Denver PWM, opening a new position worth an estimated $3.23M. The largest seller was Ifrah Financial Services, exiting entirely with an estimated $322K sold.

  • 21 institutional investors held Innovator US Equity Buffer ETF November (BNOV) as of Q4 2020, up from 15 in Q3 2020.
  • Funds reported $13M of Innovator US Equity Buffer ETF November stock for Q4 2020, up 192% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Buffer ETF November positions in Q4 2020 and 3 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Buffer ETF November buyer in Q4 2020 was Denver PWM, an estimated $3.23M added.
  • The largest Innovator US Equity Buffer ETF November seller in Q4 2020 was Ifrah Financial Services, an estimated $322K sold.

Based on aggregated 13F filings for Q4 2020.