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Innovator US Equity Power Buffer ETF November

41 hedge funds and large institutions have $30.3M invested in Innovator US Equity Power Buffer ETF November in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

32% more funds holding

Funds holding: 3141 (+10)

12.01% less ownership

Funds ownership: 55.68%43.66% (-12%)

14% less capital invested

Capital invested by funds: $35.4M → $30.3M (-$5.09M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
41
Holders Change
+10
Holders Change %
+32.26%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
14
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
26
Bedel Financial Consulting
Indiana
$232K
B
27
Bailard
California
$223K
CCM
28
Covington Capital Management
California
$212K +$207K +7,320 New
LWA
29
Lineweaver Wealth Advisors
Ohio
$210K +$205K +7,267 New
DFA
30
DHJJ Financial Advisors
Illinois
$204K +$199K +7,040 New
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$190K +$170K +6,017 +1,114%
APA
32
American Portfolios Advisors
New York
$175K +$165K +5,850 +3,015%
IA
33
IFP Advisors
Florida
$130K +$57.7K +2,044 +84%
SFP
34
Sterling Financial Planning
New Jersey
$117K +$114K +4,037 New
HFA
35
Hoover Financial Advisors
Pennsylvania
$113K +$110K +3,889 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$63K +$61.3K +2,169 New
VFA
37
Valeo Financial Advisors
Indiana
$56K -$3.28K -116 -6%
CFA
38
Carroll Financial Associates
North Carolina
$49K
LFG
39
Larson Financial Group
Missouri
$37K
Morgan Stanley
40
Morgan Stanley
New York
$29K +$28.2K +1,000 New
AAP
41
Arax Advisory Partners
Colorado
$11K +$10.4K +368 New
ISG
42
Investment Security Group
Colorado
-$21.4M -788,640 Closed
Wolverine Trading
43
Wolverine Trading
Illinois
-$648K -23,963 Closed
FWIA
44
Fort Washington Investment Advisors
Ohio
-$271K -10,000 Closed
UBS Group
45
UBS Group
Switzerland
-$39K -1,435 Closed
WCG
46
Weaver Consulting Group
California
-$15K -550 Closed
WCAMG
47
Woodard & Company Asset Management Group
North Carolina
-$5K -200 Closed