We are live on ! Find out more
PNOV icon

Innovator US Equity Power Buffer ETF November

145 hedge funds and large institutions have $578M invested in Innovator US Equity Power Buffer ETF November in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.53% less ownership

Funds ownership: 86.52%81.99% (-4.5%)

5% less funds holding

Funds holding: 152145 (-7)

15% less capital invested

Capital invested by funds: $682M → $578M (-$104M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

75% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 61

Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
15
Reduced
61
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$325K
RPGK
102
Retirement Planning Group (Kansas)
Kansas
$309K
W
103
WorthPointe
California
$307K
BFEC
104
Benjamin F. Edwards & Company
Missouri
$299K
TSS
105
Two Sigma Securities
New York
$293K +$289K +8,063 New
WS
106
Wedbush Securities
California
$290K
KFP
107
KMG Fiduciary Partners
Ohio
$289K
B
108
Bailard
California
$280K
JWBC
109
John W. Brooker & Co
California
$276K -$98.6K -2,750 -27%
AWA
110
Arkadios Wealth Advisors
Georgia
$272K
SB
111
Strategic Blueprint
Georgia
$271K -$5.27K -147 -2%
SWA
112
Stratos Wealth Advisors
Ohio
$266K
GA
113
Goldstein Advisors
Wisconsin
$266K +$9.93K +277 +4%
HI
114
Harbour Investments
Wisconsin
$259K -$14.7K -411 -5%
AFP
115
Ausdal Financial Partners
Iowa
$257K -$9.86K -275 -4%
MCM
116
Mitchell Capital Management
Kansas
$245K
WCM
117
Weaver Capital Management
Georgia
$244K -$198K -5,515 -45%
FNWA
118
Financial Network Wealth Advisors
Utah
$243K +$36.4K +1,015 +18%
CNWM
119
Clay Northam Wealth Management
California
$234K -$2.26K -63 -1%
TWM
120
Tradition Wealth Management
Minnesota
$220K -$753 -21 -0.3%
SWP
121
Summit Wealth Partners
Florida
$220K -$32.1K -897 -13%
DFA
122
DHJJ Financial Advisors
Illinois
$218K -$43.7K -1,220 -17%
TFS
123
Thoroughbred Financial Services
Tennessee
$210K -$17.9K -500 -8%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$181K -$122K -3,400 -41%
PS
125
Principal Securities
Iowa
$156K