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Innovator US Equity Power Buffer ETF November

151 hedge funds and large institutions have $593M invested in Innovator US Equity Power Buffer ETF November in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

6% more funds holding

Funds holding: 143151 (+8)

0.49% more ownership

Funds ownership: 75.24%75.73% (+0.49%)

1% less capital invested

Capital invested by funds: $597M → $593M (-$4.18M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

70% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 64

Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
19
Reduced
64
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Congress Wealth Management
Massachusetts
$1.29M -$127K -4,065 -9%
BWM
52
BCS Wealth Management
Tennessee
$1.27M -$90.9K -2,918 -7%
T
53
TRUADVICE
Florida
$1.26M -$2.06K -66 -0.2%
AWM
54
Atticus Wealth Management
Florida
$1.24M
CIA
55
Cape Investment Advisory
Georgia
$1.2M +$1.18M +37,780 New
CWG
56
Crown Wealth Group
North Carolina
$1.18M -$188K -6,029 -14%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.16M +$1.13M +36,387 New
GSIS
58
Global Strategic Investment Solutions
Arizona
$1.14M
AWM
59
Apollon Wealth Management
South Carolina
$1.14M
DI
60
Diligent Investors
California
$1.11M
SEP
61
Southland Equity Partners
Missouri
$1.09M +$204K +6,544 +24%
CAG
62
Csenge Advisory Group
Florida
$1.04M
SWM
63
Sugarloaf Wealth Management
Georgia
$1.03M
LWA
64
Lineweaver Wealth Advisors
Ohio
$1.02M -$302K -9,681 -23%
WS
65
Wedbush Securities
California
$1M +$147K +4,711 +18%
CPCM
66
Cardinal Point Capital Management
Ontario, Canada
$982K
CPWMP
67
Cardinal Point Wealth Management Partners
California
$982K
KWM
68
KFG Wealth Management
Indiana
$965K -$279K -8,954 -23%
IA
69
IFP Advisors
Florida
$946K -$4.26M -136,730 -79%
CRWM
70
Castle Rock Wealth Management
California
$922K
TC
71
TownSquare Capital
Utah
$907K +$889K +28,526 New
OCM
72
Orion Capital Management
California
$840K
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$834K -$94K -3,016 -10%
RJA
74
Raymond James & Associates
Florida
$809K
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$807K +$791K +25,390 New