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Innovator US Equity Power Buffer ETF November

143 hedge funds and large institutions have $597M invested in Innovator US Equity Power Buffer ETF November in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 55 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,083% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 6

480% more capital invested

Capital invested by funds: $103M → $597M (+$494M)

450% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 10

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

79% more funds holding

Funds holding: 80143 (+63)

15.41% more ownership

Funds ownership: 59.83%75.24% (+15%)

Holders
143
Holders Change
+63
Holders Change %
+78.75%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
71
Increased
55
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Summit Wealth Partners
Florida
$369K +$366K +12,233 New
HI
102
Harbour Investments
Wisconsin
$368K +$31.2K +1,043 +9%
RWM
103
Reston Wealth Management
Virginia
$359K +$356K +11,900 New
W
104
WorthPointe
California
$357K +$354K +11,828 New
SPC
105
Sigma Planning Corp
Michigan
$349K +$346K +11,561 New
AWA
106
Arkadios Wealth Advisors
Georgia
$318K +$315K +10,530 New
PWMG
107
Pinnacle Wealth Management Group
Michigan
$311K +$308K +10,290 New
KWM
108
Kingsview Wealth Management
Oregon
$310K +$307K +10,256 New
ST
109
Somerset Trust
Pennsylvania
$302K +$299K +9,993 New
SS
110
Sunbelt Securities
Texas
$300K +$29.8K +995 +11%
MSFS
111
Main Street Financial Solutions
Pennsylvania
$296K +$293K +9,800 New
W
112
Wealthquest
Ohio
$286K -$119K -3,981 -29%
CNWM
113
Clay Northam Wealth Management
California
$281K -$31.9K -1,065 -10%
CA
114
Clearstead Advisors
Ohio
$279K
BRWA
115
B. Riley Wealth Advisors
Florida
$278K +$275K +9,201 New
AFP
116
Ausdal Financial Partners
Iowa
$271K +$268K +8,974 New
WP
117
WealthPLAN Partners
Nebraska
$269K +$253K +8,446 New
WIM
118
WealthPlan Investment Management
Nebraska
$268K -$6.37K -213 -2%
VWA
119
Visionary Wealth Advisors
Illinois
$252K +$6.28K +210 +3%
WP
120
WealthSource Partners
California
$235K +$233K +7,800 New
B
121
Bailard
California
$233K
MCC
122
Money Concepts Capital
Florida
$229K +$227K +7,600 New
NF
123
Nikulski Financial
Iowa
$223K +$6.73K +225 +3%
ASN
124
Advisory Services Network
Georgia
$220K
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$219K +$4.61K +154 +2%