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Innovator US Equity Power Buffer ETF November

145 hedge funds and large institutions have $578M invested in Innovator US Equity Power Buffer ETF November in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.53% less ownership

Funds ownership: 86.52%81.99% (-4.5%)

5% less funds holding

Funds holding: 152145 (-7)

15% less capital invested

Capital invested by funds: $682M → $578M (-$104M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

75% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 61

Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
15
Reduced
61
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Pillar Wealth Advisors
Pennsylvania
$2.08M -$1.37M -38,254 -40%
MSA
27
McAlister Sweet & Associates
Texas
$2.08M +$12.4K +347 +0.6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.07M -$264K -7,375 -11%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$1.94M -$49.9K -1,391 -3%
MCM
30
MAI Capital Management
Ohio
$1.91M -$84.6K -2,361 -4%
TSW
31
Three Seasons Wealth
Utah
$1.87M
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$1.85M -$108K -3,001 -6%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.85M -$864K -24,098 -32%
TC
34
TownSquare Capital
Utah
$1.82M -$1.75M -48,722 -49%
W
35
WPWealth
Texas
$1.81M
GCP
36
Gill Capital Partners
Colorado
$1.8M
WA
37
Wealth Alliance
New York
$1.76M -$83.1K -2,318 -5%
OMC
38
Old Mission Capital
Illinois
$1.75M +$1.73M +48,226 New
CFS
39
CRA Financial Services
New Jersey
$1.62M -$59.1K -1,650 -4%
RJA
40
Raymond James & Associates
Florida
$1.61M -$59.3K -1,654 -4%
AWM
41
AE Wealth Management
Kansas
$1.6M +$63.5K +1,773 +4%
RIS
42
Retirement Income Solutions
Michigan
$1.5M
PWA
43
Prairie Wealth Advisors
Nebraska
$1.45M -$1.43K -40 -0.1%
SEP
44
Southland Equity Partners
Missouri
$1.44M
NA
45
NewEdge Advisors
Louisiana
$1.33M -$120K -3,344 -8%
CRWM
46
Castle Rock Wealth Management
California
$1.31M
AWM
47
Apollon Wealth Management
South Carolina
$1.3M
CIA
48
Cape Investment Advisory
Georgia
$1.29M
KWM
49
KFG Wealth Management
Indiana
$1.29M -$6.13K -171 -0.5%
BWM
50
BCS Wealth Management
Tennessee
$1.24M -$10.9K -305 -0.9%