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Innovator US Equity Power Buffer ETF November

146 hedge funds and large institutions have $663M invested in Innovator US Equity Power Buffer ETF November in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

28% more capital invested

Capital invested by funds: $517M → $663M (+$146M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more funds holding

Funds holding: 125146 (+21)

0.51% more ownership

Funds ownership: 83.26%83.77% (+0.51%)

Holders
146
Holders Change
+21
Holders Change %
+16.8%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
31
Increased
53
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Cape Investment Advisory
Georgia
$1.3M
CRWM
52
Castle Rock Wealth Management
California
$1.27M +$460K +13,750 +59%
KWM
53
KFG Wealth Management
Indiana
$1.27M +$449K +13,435 +57%
SEP
54
Southland Equity Partners
Missouri
$1.26M +$49.5K +1,480 +4%
AWM
55
Apollon Wealth Management
South Carolina
$1.23M
BWM
56
BCS Wealth Management
Tennessee
$1.19M +$75.3K +2,251 +7%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$1.17M +$1.14M +34,093 New
FFA
58
Fragasso Financial Advisors
Pennsylvania
$1.15M +$1.12M +33,447 New
SWM
59
Sugarloaf Wealth Management
Georgia
$1.15M +$83.6K +2,500 +8%
AWAG
60
ARS Wealth Advisors Group
Florida
$1.11M +$1.08M +32,200 New
ICG
61
InterOcean Capital Group
Tennessee
$1.1M -$112K -3,340 -9%
DI
62
Diligent Investors
California
$1.04M -$66.9K -2,000 -6%
GSIS
63
Global Strategic Investment Solutions
Arizona
$1.01M +$64.1K +1,916 +7%
OIA
64
OneDigital Investment Advisors
Kansas
$997K +$21.7K +650 +2%
TF
65
Trek Financial
Arizona
$981K +$171K +5,100 +22%
TI
66
tru Independence
Oregon
$976K +$536K +16,029 +130%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$938K +$359K +10,729 +65%
CAM
68
Cresset Asset Management
Illinois
$903K +$877K +26,228 New
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$891K -$20.1K -600 -2%
Goldman Sachs
70
Goldman Sachs
New York
$861K +$836K +25,000 New
CAG
71
Csenge Advisory Group
Florida
$836K -$230K -6,883 -22%
CWG
72
Crown Wealth Group
North Carolina
$823K -$273K -8,159 -25%
BFC
73
Bedel Financial Consulting
Indiana
$801K
OCM
74
Orion Capital Management
California
$776K
CW
75
CreativeOne Wealth
Kansas
$769K +$747K +22,325 New