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Innovator US Equity Power Buffer ETF November

85 hedge funds and large institutions have $157M invested in Innovator US Equity Power Buffer ETF November in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 6

447% more capital invested

Capital invested by funds: $28.6M → $157M (+$128M)

400% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 5

113% more funds holding

Funds holding: 4085 (+45)

13.51% more ownership

Funds ownership: 54.32%67.84% (+14%)

Holders
85
Holders Change
+45
Holders Change %
+112.5%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
51
Increased
25
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BCS Wealth Management
Tennessee
$1.19M +$1.17M +38,263 New
FFG
27
Frisch Financial Group
New York
$1.11M +$1.13M +36,780 New
T
28
TRUADVICE
Florida
$1.11M -$1.01K -33 -0.1%
CA
29
Cetera Advisors
Colorado
$1.03M +$1.02M +33,358 New
Truist Financial
30
Truist Financial
North Carolina
$981K +$186K +6,060 +24%
KAS
31
Kestra Advisory Services
Texas
$956K +$312K +10,198 +49%
AWM
32
Apollon Wealth Management
South Carolina
$946K +$934K +30,500 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$935K +$924K +30,164 New
CAN
34
Cetera Advisor Networks
California
$916K +$904K +29,530 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$912K +$900K +29,399 New
DHGWA
36
Dixon Hughes Goodman Wealth Advisors
North Carolina
$907K +$896K +29,255 New
LWA
37
Lineweaver Wealth Advisors
Ohio
$880K +$869K +28,388 New
RIS
38
Retirement Income Solutions
Michigan
$873K +$332K +10,832 +63%
UCFA
39
United Capital Financial Advisors
Texas
$852K -$591K -19,307 -41%
SEP
40
Southland Equity Partners
Missouri
$851K +$364K +11,870 +76%
AWM
41
AE Wealth Management
Kansas
$806K +$796K +25,986 New
CFS
42
CRA Financial Services
New Jersey
$790K +$780K +25,465 New
BFC
43
Bedel Financial Consulting
Indiana
$623K +$370K +12,097 +151%
Citadel Advisors
44
Citadel Advisors
Florida
$546K +$312K +10,172 +137%
SI
45
Stephens Inc
Arkansas
$491K +$484K +15,818 New
IA
46
IFP Advisors
Florida
$467K +$409K +13,338 +765%
W
47
Wealthquest
Ohio
$430K +$415K +13,553 New
MC
48
Moors & Cabot
Massachusetts
$426K +$7.66K +250 +2%
AWM
49
Axxcess Wealth Management
California
$417K +$412K +13,444 New
CHC
50
City Holding Co
West Virginia
$413K +$423K +13,800 New