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Innovator US Equity Buffer ETF November

24 hedge funds and large institutions have $8.32M invested in Innovator US Equity Buffer ETF November in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2324 (+1)

4.64% less ownership

Funds ownership: 44.99%40.35% (-4.6%)

14% less capital invested

Capital invested by funds: $9.73M → $8.32M (-$1.4M)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.25M -$52.8K -1,681 -4%
SWM
2
Spire Wealth Management
Virginia
$1.19M -$36.9K -1,177 -3%
MWM
3
Maltin Wealth Management
New Jersey
$1.01M
OMC
4
Old Mission Capital
Illinois
$934K +$108K +3,438 +13%
BMM
5
Berkshire Money Management
Massachusetts
$815K
BA
6
Bellwether Advisors
Nebraska
$556K +$77.1K +2,457 +16%
Citadel Advisors
7
Citadel Advisors
Florida
$527K +$106K +3,387 +26%
CW
8
CreativeOne Wealth
Kansas
$408K
AAP
9
Arax Advisory Partners
Colorado
$345K +$341K +10,879 New
HighTower Advisors
10
HighTower Advisors
Illinois
$328K -$122K -3,875 -27%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$301K -$2.04K -65 -0.7%
Wolverine Trading
12
Wolverine Trading
Illinois
$209K -$11.2K -357 -5%
SIS
13
Sound Income Strategies
Florida
$122K
ASN
14
Advisory Services Network
Georgia
$103K +$102K +3,258 New
SB
15
Strategic Blueprint
Georgia
$41K +$40.8K +1,300 New
HI
16
Harbour Investments
Wisconsin
$38K
UBS Group
17
UBS Group
Switzerland
$36K +$2.86K +91 +9%
GTAM
18
Global Trust Asset Management
Florida
$32K
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$20K -$27.7K -883 -59%
Morgan Stanley
20
Morgan Stanley
New York
$17K
SWM
21
Sugarloaf Wealth Management
Georgia
$13K
CP
22
Castleview Partners
Texas
$8K +$7.85K +250 New
IFAM
23
Institutional & Family Asset Management
Colorado
$8K +$8K +255 New
APA
24
American Portfolios Advisors
New York
$6.16K
VWA
25
Visionary Wealth Advisors
Illinois
-$1.05M -33,941 Closed