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Innovator US Equity Power Buffer ETF November

125 hedge funds and large institutions have $517M invested in Innovator US Equity Power Buffer ETF November in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.67% more ownership

Funds ownership: 78.58%83.26% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less capital invested

Capital invested by funds: $562M → $517M (-$44.8M)

13% less funds holding

Funds holding: 144125 (-19)

72% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 69

89% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 19

Holders
125
Holders Change
-19
Holders Change %
-13.19%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
2
Increased
19
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Advisory Alpha
Michigan
$2.55M
CA
27
CoreCap Advisors
Michigan
$2.47M -$90.9K -2,669 -3%
CAAM
28
Cornerstone Advisors Asset Management
Pennsylvania
$2.32M +$149K +4,370 +7%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$2.29M -$103K -3,037 -4%
TC
30
TownSquare Capital
Utah
$2.27M +$850K +24,943 +57%
CAN
31
Cetera Advisor Networks
California
$2.04M +$48.2K +1,416 +2%
MCM
32
MAI Capital Management
Ohio
$2.02M -$951K -27,931 -31%
W
33
WPWealth
Texas
$2M
SWA
34
SFMG Wealth Advisors
Texas
$1.98M -$157K -4,600 -7%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.93M +$1.55M +45,547 +352%
KAS
36
Kestra Advisory Services
Texas
$1.9M +$25.5K +750 +1%
GCP
37
Gill Capital Partners
Colorado
$1.88M -$604K -17,721 -24%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$1.8M -$137K -4,034 -7%
FMWA
39
Forvis Mazars Wealth Advisors
Missouri
$1.8M -$65.9K -1,935 -3%
MFG
40
MTM Financial Group
Pennsylvania
$1.78M -$8.11K -238 -0.4%
CFS
41
CRA Financial Services
New Jersey
$1.77M -$484K -14,225 -21%
WA
42
Wealth Alliance
New York
$1.68M
SFG
43
Steward Financial Group
Texas
$1.38M
RIS
44
Retirement Income Solutions
Michigan
$1.34M -$30.3K -891 -2%
T
45
TRUADVICE
Florida
$1.3M -$21.8K -640 -2%
CWM
46
Congress Wealth Management
Massachusetts
$1.29M -$50.4K -1,480 -4%
AWM
47
Atticus Wealth Management
Florida
$1.29M
CIA
48
Cape Investment Advisory
Georgia
$1.25M -$2.73K -80 -0.2%
AWM
49
Apollon Wealth Management
South Carolina
$1.18M
ICG
50
InterOcean Capital Group
Tennessee
$1.17M