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Innovator US Equity Power Buffer ETF November

45 hedge funds and large institutions have $30M invested in Innovator US Equity Power Buffer ETF November in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 4445 (+1)

0.37% more ownership

Funds ownership: 46.8%47.17% (+0.37%)

2% less capital invested

Capital invested by funds: $30.6M → $30M (-$631K)

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
26
Focus Financial Network
Minnesota
$263K -$65.8K -2,191 -20%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$260K -$123K -4,080 -32%
BFC
28
Bedel Financial Consulting
Indiana
$242K
B
29
Bailard
California
$233K
ASN
30
Advisory Services Network
Georgia
$225K -$11.6K -386 -5%
VBFP
31
Valtinson Bruner Financial Planning
Minnesota
$218K -$107K -3,551 -33%
DFA
32
DHJJ Financial Advisors
Illinois
$214K
APA
33
American Portfolios Advisors
New York
$189K
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$177K -$23.6K -786 -12%
HI
35
Harbour Investments
Wisconsin
$132K -$20K -665 -13%
SFP
36
Sterling Financial Planning
New Jersey
$122K
UBS Group
37
UBS Group
Switzerland
$71K -$175K -5,823 -71%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$66K
IA
39
IFP Advisors
Florida
$56K -$68.6K -2,285 -55%
TWM
40
Tradition Wealth Management
Minnesota
$49K +$50K +1,665 New
Morgan Stanley
41
Morgan Stanley
New York
$30K
HFA
42
Hoover Financial Advisors
Pennsylvania
$22K -$66.1K -2,200 -75%
SB
43
Strategic Blueprint
Georgia
$21K +$21.3K +710 New
AAP
44
Arax Advisory Partners
Colorado
$11K +$11.1K +368 New
IFAM
45
Institutional & Family Asset Management
Colorado
$8K +$8.02K +267 New
CAN
46
Cetera Advisor Networks
California
-$484K -16,300 Closed
LWA
47
Lineweaver Wealth Advisors
Ohio
-$215K -7,267 Closed
VFA
48
Valeo Financial Advisors
Indiana
-$58K -1,942 Closed
AIC
49
Ameritas Investment Company
Nebraska
-$27.1K -913 Closed