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Innovator US Equity Buffer ETF November

90 hedge funds and large institutions have $161M invested in Innovator US Equity Buffer ETF November in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

4.54% more ownership

Funds ownership: 71.98%76.52% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $162M → $161M (-$1.11M)

2% less funds holding

Funds holding: 9290 (-2)

47% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 36

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
19
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$30.5M +$2.57M +58,047 +9%
PCM
2
Penserra Capital Management
California
$19.7M +$2.03M +45,873 +11%
LF
3
Lantz Financial
Illinois
$12M -$53.2K -1,200 -0.4%
Cerity Partners
4
Cerity Partners
New York
$9.08M +$62.4K +1,407 +0.7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.94M -$214K -4,815 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.35M +$4.51M +101,750 +222%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.93M -$1.97M -44,361 -24%
Lido Advisors
8
Lido Advisors
California
$4.94M -$113K -2,545 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$4.37M -$165K -3,727 -4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.5M -$39.9K -900 -1%
MSA
11
McAlister Sweet & Associates
Texas
$3.46M -$3.77K -85 -0.1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.21M +$310K +6,991 +10%
MPCL
13
My Personal CFO LLC
Washington
$2.54M -$291K -6,570 -10%
LPL Financial
14
LPL Financial
California
$2.53M -$290K -6,532 -10%
TSW
15
Three Seasons Wealth
Utah
$2.32M -$180K -4,056 -7%
KAS
16
Kestra Advisory Services
Texas
$2.26M +$781K +17,601 +50%
BWM
17
Buska Wealth Management
Wisconsin
$1.84M -$629K -14,172 -25%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$1.64M +$104K +2,342 +7%
BPA
19
Beacon Pointe Advisors
California
$1.55M +$38.4K +865 +2%
KPWS
20
Kestra Private Wealth Services
Texas
$1.55M -$17.7K -398 -1%
IIA
21
Integral Investment Advisors
California
$1.52M +$222K +5,000 +17%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.5M -$3.37K -76 -0.2%
SCA
23
Snowden Capital Advisors
New York
$1.42M +$345K +7,783 +31%
TFS
24
Thoroughbred Financial Services
Tennessee
$1.35M
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.18M