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Innovator US Equity Power Buffer ETF November

146 hedge funds and large institutions have $663M invested in Innovator US Equity Power Buffer ETF November in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

28% more capital invested

Capital invested by funds: $517M → $663M (+$146M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more funds holding

Funds holding: 125146 (+21)

0.51% more ownership

Funds ownership: 83.26%83.77% (+0.51%)

Holders
146
Holders Change
+21
Holders Change %
+16.8%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
31
Increased
53
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
CoreCap Advisors
Michigan
$3.46M +$856K +25,594 +34%
NA
27
NewEdge Advisors
Louisiana
$3.46M +$591K +17,677 +22%
PWA
28
Pillar Wealth Advisors
Pennsylvania
$3.31M -$26.5K -792 -0.8%
AWM
29
AE Wealth Management
Kansas
$3.21M +$333K +9,955 +12%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$2.99M +$85.6K +2,560 +3%
AA
31
Advisory Alpha
Michigan
$2.62M -$32.9K -985 -1%
CAN
32
Cetera Advisor Networks
California
$2.55M +$416K +12,437 +20%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$2.43M +$38.3K +1,144 +2%
CAAM
34
Cornerstone Advisors Asset Management
Pennsylvania
$2.42M
MFG
35
MTM Financial Group
Pennsylvania
$2.31M +$443K +13,257 +25%
MCM
36
MAI Capital Management
Ohio
$2.05M -$50.7K -1,516 -2%
RJA
37
Raymond James & Associates
Florida
$1.98M +$1.09M +32,564 +131%
AWM
38
Atticus Wealth Management
Florida
$1.98M +$612K +18,308 +47%
SWA
39
SFMG Wealth Advisors
Texas
$1.96M -$95.6K -2,858 -5%
GCP
40
Gill Capital Partners
Colorado
$1.95M -$11.5K -345 -0.6%
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$1.93M +$52.3K +1,564 +3%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$1.9M +$24.1K +722 +1%
CA
43
Corrado Advisors
New Jersey
$1.87M +$1.82M +54,284 New
TSW
44
Three Seasons Wealth
Utah
$1.82M +$1.77M +52,908 New
W
45
WPWealth
Texas
$1.76M -$312K -9,331 -15%
WA
46
Wealth Alliance
New York
$1.75M
CFS
47
CRA Financial Services
New Jersey
$1.75M -$92.7K -2,770 -5%
MSA
48
McAlister Sweet & Associates
Texas
$1.68M +$1.63M +48,793 New
RIS
49
Retirement Income Solutions
Michigan
$1.42M +$19.6K +587 +1%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.4M +$432K +12,923 +46%