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Innovator US Equity Power Buffer ETF November

144 hedge funds and large institutions have $562M invested in Innovator US Equity Power Buffer ETF November in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

2.85% more ownership

Funds ownership: 75.73%78.58% (+2.9%)

5% less funds holding

Funds holding: 151144 (-7)

5% less capital invested

Capital invested by funds: $593M → $562M (-$31.6M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

75% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 71

Holders
144
Holders Change
-7
Holders Change %
-4.64%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
18
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Advisornet Financial
Minnesota
$79.5K
FA
127
Fiduciary Alliance
South Carolina
$78.1K +$74.7K +2,302 New
SWA
128
Sutton Wealth Advisors
Florida
$77.2K
SWM
129
Spire Wealth Management
Virginia
$76.3K
AC
130
AlphaCore Capital
California
$74.6K +$71.4K +2,200 New
BFEC
131
Benjamin F. Edwards & Company
Missouri
$61K -$358K -11,036 -86%
CAL
132
Capital Analysts LLC
Pennsylvania
$58K -$499K -15,361 -90%
SS
133
Sunbelt Securities
Texas
$52K
SWPG
134
Strategic Wealth Partners Group
Illinois
$45K
Morgan Stanley
135
Morgan Stanley
New York
$33.9K
PIAS
136
PCA Investment Advisory Services
Ohio
$27.1K +$26K +800 New
KTC
137
Kistler-Tiffany Companies
Pennsylvania
$24.3K
IA
138
IFS Advisors
Kansas
$22K
PP
139
PFS Partners
New Jersey
$17.5K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.4K +412 New
HBW
141
Hazlett, Burt & Watson
West Virginia
$12K
IRAG
142
Investment Research & Advisory Group
Georgia
$10.2K +$9.74K +300 New
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$8.14K +$7.79K +240 New
GTAM
144
Global Trust Asset Management
Florida
$5.09K
WCG
145
Weaver Consulting Group
California
-$1.4M -44,086 Closed
GIM
146
Guild Investment Management
California
-$1.32M -41,540 Closed
LWA
147
Lineweaver Wealth Advisors
Ohio
-$1.02M -32,091 Closed
CPIG
148
Chicago Partners Investment Group
Illinois
-$743K -23,193 Closed
FFG
149
Frisch Financial Group
New York
-$694K -21,811 Closed
MHS
150
M Holdings Securities
Oregon
-$570K -17,918 Closed