We are live on ! Find out more
PNOV icon

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
AAS
76
Avantax Advisory Services
Texas
$749K -$20.6K -660 -3%
TF
77
Trek Financial
Arizona
$745K
CPIG
78
Chicago Partners Investment Group
Illinois
$743K +$11.8K +380 +2%
OWA
79
Outlook Wealth Advisors
Texas
$741K +$726K +23,310 New
BFC
80
Bedel Financial Consulting
Indiana
$739K -$11.4K -367 -2%
FFG
81
Frisch Financial Group
New York
$694K +$196K +6,302 +41%
FFN
82
Focus Financial Network
Minnesota
$692K
MHS
83
M Holdings Securities
Oregon
$570K
IIA
84
Integral Investment Advisors
California
$554K +$543K +17,435 New
CAL
85
Capital Analysts LLC
Pennsylvania
$543K -$296K -9,505 -36%
BCM
86
Beck Capital Management
Texas
$541K -$58.9K -1,890 -10%
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$523K -$6.23K -200 -1%
TFS
88
Thoroughbred Financial Services
Tennessee
$521K -$31.2K -1,000 -6%
AFP
89
Ausdal Financial Partners
Iowa
$506K +$216K +6,923 +77%
CL
90
Choreo LLC
Illinois
$490K +$480K +15,412 New
CHC
91
City Holding Co
West Virginia
$478K -$97.2K -3,120 -17%
SAG
92
SageView Advisory Group
California
$464K
DFA
93
DHJJ Financial Advisors
Illinois
$459K -$18.5K -595 -4%
Citadel Advisors
94
Citadel Advisors
Florida
$444K -$218 -7 -0.1%
VBFP
95
Valtinson Bruner Financial Planning
Minnesota
$441K
FCFC
96
First Commonwealth Financial Corp
Pennsylvania
$439K +$16.7K +536 +4%
KF
97
Krilogy Financial
Missouri
$435K -$126K -4,050 -23%
AAP
98
Arax Advisory Partners
Colorado
$433K -$2.34K -75 -0.5%
AIC
99
Archer Investment Corporation
Indiana
$425K -$1.03K -33 -0.2%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$408K -$11K -353 -3%