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Innovator US Equity Power Buffer ETF November

144 hedge funds and large institutions have $562M invested in Innovator US Equity Power Buffer ETF November in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

2.85% more ownership

Funds ownership: 75.73%78.58% (+2.9%)

5% less funds holding

Funds holding: 151144 (-7)

5% less capital invested

Capital invested by funds: $593M → $562M (-$31.6M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

75% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 71

Holders
144
Holders Change
-7
Holders Change %
-4.64%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
18
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
51
TRUADVICE
Florida
$1.35M +$14.3K +440 +1%
AWM
52
Atticus Wealth Management
Florida
$1.32M
CIA
53
Cape Investment Advisory
Georgia
$1.28M
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$1.24M -$1.07M -32,977 -47%
AWM
55
Apollon Wealth Management
South Carolina
$1.21M -$6.49K -200 -0.6%
ICG
56
InterOcean Capital Group
Tennessee
$1.2M -$3.14M -96,775 -73%
SEP
57
Southland Equity Partners
Missouri
$1.19M +$26.7K +824 +2%
BWM
58
BCS Wealth Management
Tennessee
$1.19M -$163K -5,017 -13%
DI
59
Diligent Investors
California
$1.18M
CWG
60
Crown Wealth Group
North Carolina
$1.13M -$116K -3,559 -10%
SWM
61
Sugarloaf Wealth Management
Georgia
$1.1M
CAG
62
Csenge Advisory Group
Florida
$1.07M -$32.5K -1,000 -3%
WS
63
Wedbush Securities
California
$1.07M +$130 +4 +0%
GSIS
64
Global Strategic Investment Solutions
Arizona
$933K -$275K -8,467 -24%
IA
65
IFP Advisors
Florida
$927K -$310K -9,562 -26%
OCM
66
Orion Capital Management
California
$893K -$3.25K -100 -0.4%
KWM
67
KFG Wealth Management
Indiana
$890K -$126K -3,867 -13%
RJA
68
Raymond James & Associates
Florida
$863K
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$861K
CPCM
70
Cardinal Point Capital Management
Ontario, Canada
$826K -$212K -6,530 -21%
TF
71
Trek Financial
Arizona
$793K -$1.14K -35 -0.1%
BFC
72
Bedel Financial Consulting
Indiana
$788K
CRWM
73
Castle Rock Wealth Management
California
$788K -$182K -5,600 -19%
AAS
74
Avantax Advisory Services
Texas
$769K -$28.1K -865 -4%
FFN
75
Focus Financial Network
Minnesota
$722K -$15.7K -484 -2%