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Innovator US Equity Buffer ETF November

23 hedge funds and large institutions have $9.73M invested in Innovator US Equity Buffer ETF November in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

10% more funds holding

Funds holding: 2123 (+2)

4.68% less ownership

Funds ownership: 49.67%44.99% (-4.7%)

25% less capital invested

Capital invested by funds: $13M → $9.73M (-$3.27M)

86% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 7

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
1
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.27M -$273K -9,035 -18%
SWM
2
Spire Wealth Management
Virginia
$1.19M +$1.17M +38,627 New
VWA
3
Visionary Wealth Advisors
Illinois
$1.05M
MWM
4
Maltin Wealth Management
New Jersey
$987K -$48.3K -1,600 -5%
OMC
5
Old Mission Capital
Illinois
$803K -$137K -4,532 -15%
BMM
6
Berkshire Money Management
Massachusetts
$794K -$283K -9,370 -27%
IFS
7
Ifrah Financial Services
Arkansas
$483K +$471K +15,613 New
BA
8
Bellwether Advisors
Nebraska
$466K +$138K +4,561 +43%
HighTower Advisors
9
HighTower Advisors
Illinois
$440K -$119K -3,953 -22%
Citadel Advisors
10
Citadel Advisors
Florida
$408K +$399K +13,207 New
CW
11
CreativeOne Wealth
Kansas
$397K +$388K +12,850 New
VBFP
12
Valtinson Bruner Financial Planning
Minnesota
$320K
RWA
13
Redhawk Wealth Advisors
Minnesota
$314K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$295K -$15.1K -500 -5%
Wolverine Trading
15
Wolverine Trading
Illinois
$214K +$209K +6,925 New
SIS
16
Sound Income Strategies
Florida
$119K
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$46K +$45.3K +1,500 New
HI
18
Harbour Investments
Wisconsin
$37K +$36.6K +1,212 New
UBS Group
19
UBS Group
Switzerland
$32K -$30.7K -1,017 -49%
GTAM
20
Global Trust Asset Management
Florida
$31K
Morgan Stanley
21
Morgan Stanley
New York
$17K +$16.6K +550 New
APA
22
American Portfolios Advisors
New York
$6K +$5.86K +194 New
SWM
23
Sugarloaf Wealth Management
Georgia
$12
DP
24
Denver PWM
Colorado
-$3.3M -111,614 Closed
KAS
25
Kestra Advisory Services
Texas
-$811K -27,225 Closed

BNOV Hedge Fund Activity: Q1 2021 in Review

23 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF November (BNOV) for Q1 2021, worth a combined $9.73M — down 25% from $13M a quarter earlier.

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

The largest buyer was Ifrah Financial Services, opening a new position worth an estimated $471K. The largest seller was Denver PWM, exiting entirely with an estimated $3.3M sold.

  • 23 institutional investors held Innovator US Equity Buffer ETF November (BNOV) as of Q1 2021, up from 21 in Q4 2020.
  • Funds reported $9.73M of Innovator US Equity Buffer ETF November stock for Q1 2021, down 25% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Buffer ETF November positions in Q1 2021 and 6 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Buffer ETF November buyer in Q1 2021 was Ifrah Financial Services, an estimated $471K added.
  • The largest Innovator US Equity Buffer ETF November seller in Q1 2021 was Denver PWM, an estimated $3.3M sold.

Based on aggregated 13F filings for Q1 2021.