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Innovator US Equity Power Buffer ETF November

93 hedge funds and large institutions have $126M invested in Innovator US Equity Power Buffer ETF November in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 9593 (-2)

5.01% less ownership

Funds ownership: 70.11%65.1% (-5%)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

12% less capital invested

Capital invested by funds: $143M → $126M (-$17.1M)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
25
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$504K +$230K +7,875 +79%
WIA
52
World Investment Advisors
California
$434K +$430K +14,730 New
W
53
Wealthquest
Ohio
$389K
AWS
54
Atria Wealth Solutions
New York
$383K +$94.1K +3,225 +31%
FFN
55
Focus Financial Network
Minnesota
$381K +$1.05K +36 +0.3%
AWM
56
Axxcess Wealth Management
California
$381K
SS
57
Sunbelt Securities
Texas
$375K
TF
58
Trek Financial
Arizona
$372K -$4.29K -147 -1%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$368K +$5.84K +200 +2%
CPIG
60
Chicago Partners Investment Group
Illinois
$366K
AAP
61
Arax Advisory Partners
Colorado
$359K -$11.3K -388 -3%
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$358K -$10.2K -350 -3%
DFA
63
DHJJ Financial Advisors
Illinois
$357K +$9.48K +325 +3%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$332K +$213K +7,302 +165%
HI
65
Harbour Investments
Wisconsin
$316K +$325K +11,152 New
CCM
66
Coldstream Capital Management
Washington
$315K
Creative Planning
67
Creative Planning
Kansas
$315K +$324K +11,109 New
FCFC
68
First Commonwealth Financial Corp
Pennsylvania
$306K
CNWM
69
Clay Northam Wealth Management
California
$294K
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$270K -$208K -7,125 -43%
SWM
71
Spire Wealth Management
Virginia
$270K +$29 +1 +0%
CA
72
Clearstead Advisors
Ohio
$262K
NFG
73
Nations Financial Group
Iowa
$260K
ACM
74
Avalon Capital Management
California
$255K
VWA
75
Visionary Wealth Advisors
Illinois
$230K