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Innovator US Equity Buffer ETF November

84 hedge funds and large institutions have $129M invested in Innovator US Equity Buffer ETF November in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

74% more capital invested

Capital invested by funds: $74.5M → $129M (+$54.8M)

18% more funds holding

Funds holding: 7184 (+13)

3.96% more ownership

Funds ownership: 73.74%77.7% (+4%)

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
33
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$20.9M +$20.3M +519,661 +3,981%
PCM
2
Penserra Capital Management
California
$15.4M +$2.41M +61,681 +19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.96M +$5.77M +147,768 +500%
WIM
4
WealthPlan Investment Management
Nebraska
$6.68M +$6.64M +170,141 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.55M +$489K +12,535 +8%
BWM
6
Buska Wealth Management
Wisconsin
$5.59M -$21.9K -562 -0.4%
Raymond James Financial
7
Raymond James Financial
Florida
$5.06M +$5.03M +128,900 New
Osaic Holdings
8
Osaic Holdings
Arizona
$4.54M +$1.23M +31,416 +37%
WP
9
WealthPLAN Partners
Nebraska
$3.86M +$3.84M +98,367 New
GAA
10
Global Assets Advisory
Florida
$3.35M +$3.08M +78,774 New
LPL Financial
11
LPL Financial
California
$2.67M -$894K -22,901 -25%
MPCL
12
My Personal CFO LLC
Washington
$2.62M +$619K +15,860 +31%
TFS
13
Thoroughbred Financial Services
Tennessee
$2.62M -$14.4K -369 -0.5%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.32M +$1.82M +46,689 +377%
TSW
15
Three Seasons Wealth
Utah
$2.28M +$2.26M +57,973 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.85M +$400K +10,251 +28%
KPWS
17
Kestra Private Wealth Services
Texas
$1.75M -$418K -10,697 -19%
Cerity Partners
18
Cerity Partners
New York
$1.57M +$952K +24,379 +156%
BPA
19
Beacon Pointe Advisors
California
$1.55M +$698K +17,864 +82%
WS
20
Wedbush Securities
California
$1.48M +$272K +6,955 +23%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$1.45M -$283K -7,258 -16%
CAM
22
Cresset Asset Management
Illinois
$1.32M +$133K +3,395 +11%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.29M +$473K +12,105 +58%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$1.2M -$4.06K -104 -0.3%
SPC
25
Sigma Planning Corp
Michigan
$1.02M +$14.1K +360 +1%

BNOV Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF November (BNOV) for Q4 2024, worth a combined $129M — up 74% from $74.5M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BNOV positions and 6 closed out — a net gain of 15 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $20.3M. The largest seller was LPL Financial, cutting an estimated $894K.

  • 84 institutional investors held Innovator US Equity Buffer ETF November (BNOV) as of Q4 2024, up from 71 in Q3 2024.
  • Funds reported $129M of Innovator US Equity Buffer ETF November stock for Q4 2024, up 74% quarter-over-quarter.
  • 21 funds opened new Innovator US Equity Buffer ETF November positions in Q4 2024 and 6 closed out, a net change of +15 holders.
  • The largest Innovator US Equity Buffer ETF November buyer in Q4 2024 was Brookstone Capital Management, an estimated $20.3M added.
  • The largest Innovator US Equity Buffer ETF November seller in Q4 2024 was LPL Financial, an estimated $894K sold.

Based on aggregated 13F filings for Q4 2024.