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Innovator US Equity Buffer ETF November

92 hedge funds and large institutions have $162M invested in Innovator US Equity Buffer ETF November in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

69% more capital invested

Capital invested by funds: $95.9M → $162M (+$65.8M)

15% more funds holding

Funds holding: 8092 (+12)

0.27% more ownership

Funds ownership: 71.71%71.98% (+0.27%)

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
37
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$29M +$28.1M +638,073 +4,859%
PCM
2
Penserra Capital Management
California
$18.4M -$676K -15,379 -4%
LF
3
Lantz Financial
Illinois
$12.4M +$11.9M +270,424 +2,863%
Cerity Partners
4
Cerity Partners
New York
$9.32M +$6.88M +156,363 +294%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.1M +$2M +45,432 +33%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.39M +$475K +10,811 +7%
Lido Advisors
7
Lido Advisors
California
$5.22M +$5.16M +117,305 New
Raymond James Financial
8
Raymond James Financial
Florida
$4.68M +$410K +9,324 +10%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.66M +$2.92M +66,499 +419%
MSA
10
McAlister Sweet & Associates
Texas
$3.58M +$3.54M +80,565 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.01M +$1.11M +25,335 +60%
MPCL
12
My Personal CFO LLC
Washington
$2.91M +$2.88M +65,510 New
LPL Financial
13
LPL Financial
California
$2.9M -$155K -3,534 -5%
TSW
14
Three Seasons Wealth
Utah
$2.58M
BWM
15
Buska Wealth Management
Wisconsin
$2.54M -$894K -20,320 -26%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.04M -$3.8M -86,376 -65%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.71M -$898K -20,415 -35%
KPWS
18
Kestra Private Wealth Services
Texas
$1.62M -$73.7K -1,675 -4%
FFA
19
Fragasso Financial Advisors
Pennsylvania
$1.57M +$59.8K +1,359 +4%
BPA
20
Beacon Pointe Advisors
California
$1.56M +$174K +3,959 +13%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.56M +$48.3K +1,099 +3%
KAS
22
Kestra Advisory Services
Texas
$1.55M +$477K +10,852 +45%
TFS
23
Thoroughbred Financial Services
Tennessee
$1.4M -$218K -4,962 -14%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.37M -$2.62M -59,575 -66%
IIA
25
Integral Investment Advisors
California
$1.35M +$145K +3,300 +12%