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Innovator US Equity Power Buffer ETF November

125 hedge funds and large institutions have $517M invested in Innovator US Equity Power Buffer ETF November in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.67% more ownership

Funds ownership: 78.58%83.26% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less capital invested

Capital invested by funds: $562M → $517M (-$44.8M)

13% less funds holding

Funds holding: 144125 (-19)

72% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 69

89% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 19

Holders
125
Holders Change
-19
Holders Change %
-13.19%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
2
Increased
19
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
51
Southland Equity Partners
Missouri
$1.16M
BWM
52
BCS Wealth Management
Tennessee
$1.07M -$90.1K -2,645 -8%
DI
53
Diligent Investors
California
$1.07M -$85.1K -2,500 -7%
CWG
54
Crown Wealth Group
North Carolina
$1.06M -$46.4K -1,361 -4%
WS
55
Wedbush Securities
California
$1.06M +$15.8K +465 +1%
CAG
56
Csenge Advisory Group
Florida
$1.03M -$15.6K -458 -1%
SWM
57
Sugarloaf Wealth Management
Georgia
$1.02M -$51.1K -1,500 -5%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$989K +$452K +13,259 +80%
OIA
59
OneDigital Investment Advisors
Kansas
$935K -$613K -18,000 -39%
MML Investors Services
60
MML Investors Services
Massachusetts
$921K -$895K -26,293 -49%
GSIS
61
Global Strategic Investment Solutions
Arizona
$910K
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$875K -$347K -10,179 -28%
Citadel Advisors
63
Citadel Advisors
Florida
$860K +$338K +9,925 +62%
IA
64
IFP Advisors
Florida
$826K -$79.6K -2,338 -9%
RJA
65
Raymond James & Associates
Florida
$821K -$21K -616 -2%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$790K +$466K +13,694 +134%
TF
67
Trek Financial
Arizona
$774K
KWM
68
KFG Wealth Management
Indiana
$773K -$96.9K -2,844 -11%
CRWM
69
Castle Rock Wealth Management
California
$769K
BFC
70
Bedel Financial Consulting
Indiana
$769K
AAS
71
Avantax Advisory Services
Texas
$750K
OCM
72
Orion Capital Management
California
$745K -$129K -3,792 -14%
FFN
73
Focus Financial Network
Minnesota
$674K -$30.1K -885 -4%
SPIA
74
Steward Partners Investment Advisory
New York
$614K -$5.87M -172,353 -90%
CA
75
Clearstead Advisors
Ohio
$612K +$315K +9,250 +100%