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Innovator US Equity Power Buffer ETF November

44 hedge funds and large institutions have $30.6M invested in Innovator US Equity Power Buffer ETF November in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more funds holding

Funds holding: 4144 (+3)

3.13% more ownership

Funds ownership: 43.66%46.8% (+3.1%)

1% more capital invested

Capital invested by funds: $30.3M → $30.6M (+$240K)

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$312K +$307K +10,500 New
TF
27
Trek Financial
Arizona
$261K +$257K +8,777 New
UBS Group
28
UBS Group
Switzerland
$243K +$239K +8,170 New
BFC
29
Bedel Financial Consulting
Indiana
$238K
ASN
30
Advisory Services Network
Georgia
$232K -$20.3K -694 -8%
B
31
Bailard
California
$229K
CCM
32
Covington Capital Management
California
$217K
LWA
33
Lineweaver Wealth Advisors
Ohio
$215K
DFA
34
DHJJ Financial Advisors
Illinois
$211K +$1.46K +50 +0.7%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$197K +$2.72K +93 +1%
APA
36
American Portfolios Advisors
New York
$185K +$5.67K +194 +3%
HI
37
Harbour Investments
Wisconsin
$149K +$147K +5,024 New
IA
38
IFP Advisors
Florida
$123K -$9.21K -315 -7%
SFP
39
Sterling Financial Planning
New Jersey
$120K
HFA
40
Hoover Financial Advisors
Pennsylvania
$88K -$27.9K -955 -25%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$64K
VFA
42
Valeo Financial Advisors
Indiana
$58K
Morgan Stanley
43
Morgan Stanley
New York
$30K
AIC
44
Ameritas Investment Company
Nebraska
$27.1K +$26.7K +913 New
TWM
45
Tradition Wealth Management
Minnesota
-$482K -16,651 Closed
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
-$282K -9,738 Closed
CFA
47
Carroll Financial Associates
North Carolina
-$49K -1,700 Closed
LFG
48
Larson Financial Group
Missouri
-$37K -1,275 Closed