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Innovator US Equity Buffer ETF November

68 hedge funds and large institutions have $90.4M invested in Innovator US Equity Buffer ETF November in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

193% more capital invested

Capital invested by funds: $30.8M → $90.4M (+$59.6M)

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

48% more funds holding

Funds holding: 4668 (+22)

15.65% more ownership

Funds ownership: 51.69%67.34% (+16%)

Holders
68
Holders Change
+22
Holders Change %
+47.83%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
25
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$37.2M +$28.7M +967,854 +343%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.23M +$2.39M +80,710 +131%
KF
3
Krilogy Financial
Missouri
$3.31M +$3.3M +111,195 New
PCM
4
Penserra Capital Management
California
$3M +$1.3M +43,694 +77%
KAS
5
Kestra Advisory Services
Texas
$2.99M +$2.71M +91,556 +1,020%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.63M -$49.9K -1,684 -2%
SPC
7
Sigma Planning Corp
Michigan
$2.02M +$2.01M +67,729 New
BCM
8
Beck Capital Management
Texas
$1.91M +$1.9M +64,202 New
TFS
9
Thoroughbred Financial Services
Tennessee
$1.85M +$1.84M +62,211 New
SFG
10
Steward Financial Group
Texas
$1.79M +$1.78M +60,064 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.69M +$155K +5,212 +10%
BPA
12
Beacon Pointe Advisors
California
$1.69M +$773K +26,067 +85%
CA
13
CoreCap Advisors
Michigan
$1.56M +$439K +14,816 +40%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.43M +$874K +29,468 +158%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.29M -$382K -12,884 -23%
CAN
16
Cetera Advisor Networks
California
$1.16M +$1.15M +38,838 New
FFA
17
Fragasso Financial Advisors
Pennsylvania
$1.15M +$212K +7,142 +23%
LPL Financial
18
LPL Financial
California
$1.11M +$1.11M +37,442 New
LNC
19
Lincoln National Corp
Pennsylvania
$1.11M +$331K +11,150 +43%
CA
20
Cetera Advisors
Colorado
$946K +$618K +20,853 +191%
MPCL
21
My Personal CFO LLC
Washington
$862K +$288K +9,699 New
NFG
22
Nations Financial Group
Iowa
$798K +$6.52K +220 +0.8%
IIA
23
Integral Investment Advisors
California
$777K -$8.75K -295 -1%
Wolverine Trading
24
Wolverine Trading
Illinois
$751K +$263K +8,865 +54%
CFS
25
CRA Financial Services
New Jersey
$696K +$64.6K +2,180 +10%

BNOV Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF November (BNOV) for Q4 2022, worth a combined $90.4M — up 193% from $30.8M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BNOV positions and 3 closed out — a net gain of 24 holders — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Berkshire Money Management, adding an estimated $28.7M. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $476K sold.

  • 68 institutional investors held Innovator US Equity Buffer ETF November (BNOV) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $90.4M of Innovator US Equity Buffer ETF November stock for Q4 2022, up 193% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Buffer ETF November positions in Q4 2022 and 3 closed out, a net change of +24 holders.
  • The largest Innovator US Equity Buffer ETF November buyer in Q4 2022 was Berkshire Money Management, an estimated $28.7M added.
  • The largest Innovator US Equity Buffer ETF November seller in Q4 2022 was U.S. Capital Wealth Advisors, an estimated $476K sold.

Based on aggregated 13F filings for Q4 2022.