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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
CFP
126
Cypress Financial Planning
New Jersey
$228K +$222K +7,139 New
GA
127
Goldstein Advisors
Wisconsin
$226K
WP
128
WealthPLAN Partners
Nebraska
$208K -$59.6K -1,911 -23%
WP
129
WealthShield Partners
North Carolina
$160K +$157K +5,024 New
JP Morgan Chase
130
JP Morgan Chase
New York
$139K +$41.8K +1,340 +44%
UBS Group
131
UBS Group
Switzerland
$135K +$132K +4,250 New
CF
132
Centaurus Financial
California
$132K
SHIM
133
Stone House Investment Management
Pennsylvania
$110K +$107K +3,447 New
CFD
134
Creative Financial Designs
Indiana
$79.5K
AF
135
Advisornet Financial
Minnesota
$74.5K
SWA
136
Sutton Wealth Advisors
Florida
$72.4K +$20K +643 +39%
SWM
137
Spire Wealth Management
Virginia
$71.5K +$70.1K +2,250 New
WIM
138
WealthPlan Investment Management
Nebraska
$60.8K -$204K -6,535 -77%
SS
139
Sunbelt Securities
Texas
$48.3K -$262K -8,397 -85%
SWPG
140
Strategic Wealth Partners Group
Illinois
$42K +$41.4K +1,328 New
Morgan Stanley
141
Morgan Stanley
New York
$31.8K
KTC
142
Kistler-Tiffany Companies
Pennsylvania
$22.8K
IA
143
IFS Advisors
Kansas
$20.7K
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$16.6K -$573K -18,394 -3%
PP
145
PFS Partners
New Jersey
$16.4K
HBW
146
Hazlett, Burt & Watson
West Virginia
$11K
Wells Fargo
147
Wells Fargo
California
$7.79K
AWM
148
Avior Wealth Management
Nebraska
$7.57K +$7.42K +238 New
AAS
149
Ameritas Advisory Services
Nebraska
$6.41K +$6.23K +200 New
ST
150
Sageworth Trust
Pennsylvania
$5.28K