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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.

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.12%
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 Market Value Shares Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$20.9M 532,716 +519,661 +3,981%
PCM
2
Penserra Capital Management
California
$15.4M 392,665 +61,681 +19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.96M 177,317 +147,768 +500%
WIM
4
WealthPlan Investment Management
Nebraska
$6.68M 170,141 +170,141 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.55M 166,826 +12,535 +8%
BWM
6
Buska Wealth Management
Wisconsin
$5.59M 142,312 -562 -0.4%
Raymond James Financial
7
Raymond James Financial
Florida
$5.06M 128,900 +128,900 New
Osaic Holdings
8
Osaic Holdings
Arizona
$4.54M 115,701 +31,416 +37%
WP
9
WealthPLAN Partners
Nebraska
$3.86M 98,367 +98,367 New
GAA
10
Global Assets Advisory
Florida
$3.35M 78,774 +78,774 New
LPL Financial
11
LPL Financial
California
$2.67M 68,005 -22,901 -25%
MPCL
12
My Personal CFO LLC
Washington
$2.62M 66,810 +15,860 +31%
TFS
13
Thoroughbred Financial Services
Tennessee
$2.62M 66,817 -369 -0.5%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.32M 59,079 +46,689 +377%
TSW
15
Three Seasons Wealth
Utah
$2.28M 57,973 +57,973 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.85M 47,089 +10,251 +28%
KPWS
17
Kestra Private Wealth Services
Texas
$1.75M 44,649 -10,697 -19%
Cerity Partners
18
Cerity Partners
New York
$1.57M 40,009 +24,379 +156%
BPA
19
Beacon Pointe Advisors
California
$1.55M 39,565 +17,864 +82%
WS
20
Wedbush Securities
California
$1.48M 37,555 +6,955 +23%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$1.45M 36,819 -7,258 -16%
CAM
22
Cresset Asset Management
Illinois
$1.32M 33,633 +3,395 +11%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.29M 32,872 +12,105 +58%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$1.2M 30,456 -104 -0.3%
SPC
25
Sigma Planning Corp
Michigan
$1.02M 26,001 +360 +1%