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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
PWMG
101
Pinnacle Wealth Management Group
Michigan
$400K +$71.7K +2,300 +22%
NFG
102
Nations Financial Group
Iowa
$399K +$6.36K +204 +2%
HI
103
Harbour Investments
Wisconsin
$388K
RWM
104
Reston Wealth Management
Virginia
$378K
W
105
WorthPointe
California
$376K
RA
106
RFG Advisory
Alabama
$367K +$360K +11,549 New
SWP
107
Summit Wealth Partners
Florida
$364K -$24.9K -800 -7%
BRWA
108
B. Riley Wealth Advisors
Florida
$351K +$56.8K +1,822 +20%
CAAS
109
Capital Asset Advisory Services
Michigan
$342K -$56.8K -1,824 -15%
KWM
110
Kingsview Wealth Management
Oregon
$323K -$2.87K -92 -0.9%
AWA
111
Arkadios Wealth Advisors
Georgia
$319K -$15.6K -500 -5%
Wolverine Trading
112
Wolverine Trading
Illinois
$318K +$315K +10,107 New
ST
113
Somerset Trust
Pennsylvania
$318K
TI
114
tru Independence
Oregon
$313K +$307K +9,843 New
MSFS
115
Main Street Financial Solutions
Pennsylvania
$312K
W
116
Wealthquest
Ohio
$301K
CNWM
117
Clay Northam Wealth Management
California
$296K
SPC
118
Sigma Planning Corp
Michigan
$295K -$71.7K -2,300 -20%
CA
119
Clearstead Advisors
Ohio
$294K
TSS
120
Two Sigma Securities
New York
$268K +$263K +8,443 New
AWS
121
Atria Wealth Solutions
New York
$247K -$431K -13,838 -64%
B
122
Bailard
California
$245K
NF
123
Nikulski Financial
Iowa
$235K
VWA
124
Visionary Wealth Advisors
Illinois
$233K -$31.7K -1,016 -12%
ASN
125
Advisory Services Network
Georgia
$232K