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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
CA
101
Continuum Advisory
Idaho
$353K +$343K +10,260 New
BFEC
102
Benjamin F. Edwards & Company
Missouri
$351K +$292K +8,740 +598%
RA
103
RFG Advisory
Alabama
$343K +$333K +9,957 New
RFG
104
Range Financial Group
Oregon
$342K +$332K +9,936 New
MSFS
105
Main Street Financial Solutions
Pennsylvania
$338K
CA
106
Clearstead Advisors
Ohio
$319K -$309K -9,250 -50%
AWA
107
Arkadios Wealth Advisors
Georgia
$315K
IA
108
IFP Advisors
Florida
$309K -$536K -16,029 -64%
AFP
109
Ausdal Financial Partners
Iowa
$306K -$535 -16 -0.2%
ASN
110
Advisory Services Network
Georgia
$299K +$63.3K +1,893 +28%
WS
111
Wedbush Securities
California
$295K -$784K -23,448 -73%
RPGK
112
Retirement Planning Group (Kansas)
Kansas
$293K +$284K +8,505 New
W
113
WorthPointe
California
$291K
CVA
114
Central Valley Advisors
California
$284K +$276K +8,243 New
SB
115
Strategic Blueprint
Georgia
$278K -$6.52K -195 -2%
BRWA
116
B. Riley Wealth Advisors
Florida
$275K -$89.6K -2,679 -25%
KFP
117
KMG Fiduciary Partners
Ohio
$274K +$267K +7,968 New
DFA
118
DHJJ Financial Advisors
Illinois
$274K +$119K +3,559 +81%
B
119
Bailard
California
$266K
HI
120
Harbour Investments
Wisconsin
$260K -$37.6K -1,125 -13%
CFP
121
Cypress Financial Planning
New Jersey
$254K +$249K +7,436 New
GA
122
Goldstein Advisors
Wisconsin
$242K -$970 -29 -0.4%
MCM
123
Mitchell Capital Management
Kansas
$232K +$226K +6,746 New
CNWM
124
Clay Northam Wealth Management
California
$225K
TFS
125
Thoroughbred Financial Services
Tennessee
$216K