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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
B
101
Bailard
California
$255K
W
102
Wealthquest
Ohio
$252K -$60.9K -1,787 -19%
GA
103
Goldstein Advisors
Wisconsin
$234K
ASN
104
Advisory Services Network
Georgia
$225K -$17K -500 -7%
CNWM
105
Clay Northam Wealth Management
California
$216K
OMC
106
Old Mission Capital
Illinois
$214K -$1.55M -45,475 -88%
TFS
107
Thoroughbred Financial Services
Tennessee
$208K -$368K -10,805 -63%
WP
108
WealthShield Partners
North Carolina
$166K
DFA
109
DHJJ Financial Advisors
Illinois
$146K -$342K -10,039 -69%
CF
110
Centaurus Financial
California
$137K
CFD
111
Creative Financial Designs
Indiana
$76K -$6.81K -200 -8%
SWA
112
Sutton Wealth Advisors
Florida
$75.3K
SWM
113
Spire Wealth Management
Virginia
$74.4K
SS
114
Sunbelt Securities
Texas
$73.2K +$23.2K +680 +44%
AC
115
AlphaCore Capital
California
$72.7K
AF
116
Advisornet Financial
Minnesota
$61K -$17K -500 -21%
CAL
117
Capital Analysts LLC
Pennsylvania
$57K
BFEC
118
Benjamin F. Edwards & Company
Missouri
$48K -$11.4K -334 -19%
SWPG
119
Strategic Wealth Partners Group
Illinois
$43.9K
Morgan Stanley
120
Morgan Stanley
New York
$33.1K
Creative Planning
121
Creative Planning
Kansas
$23.7K +$24.5K +718 New
IA
122
IFS Advisors
Kansas
$21.5K
UBS Group
123
UBS Group
Switzerland
$13K -$170K -4,990 -93%
HBW
124
Hazlett, Burt & Watson
West Virginia
$12K
GTAM
125
Global Trust Asset Management
Florida
$4.96K