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Innovator US Equity Power Buffer ETF November

145 hedge funds and large institutions have $660M invested in Innovator US Equity Power Buffer ETF November in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 7 closing their positions.

Holders
145
Holders Change
+21
Holders Change %
+16.94%
% 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
52
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PS
126
Principal Securities
Iowa
$148K 4,310 +4,310 New
CF
127
Centaurus Financial
California
$143K 4,150
AF
128
Advisornet Financial
Minnesota
$99.3K 2,882 +1,038 +56%
WP
129
WealthShield Partners
North Carolina
$79.2K 2,300 -2,724 -54%
CFD
130
Creative Financial Designs
Indiana
$79.2K 2,300
SS
131
Sunbelt Securities
Texas
$76.2K 2,213
AC
132
AlphaCore Capital
California
$75.8K 2,200
Morgan Stanley
133
Morgan Stanley
New York
$68.9K 2,000 +1,000 +100%
WWM
134
Wagner Wealth Management
South Carolina
$68.5K 1,990 +1,990 New
EWM
135
Evermay Wealth Management
Virginia
$65.1K 1,890 +1,890 New
CAL
136
Capital Analysts LLC
Pennsylvania
$59K 1,722
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$53K 1,526 +1,526 New
UBS Group
138
UBS Group
Switzerland
$36K 1,046 +652 +165%
IA
139
IFS Advisors
Kansas
$22.4K 650
HBW
140
Hazlett, Burt & Watson
West Virginia
$12K 360
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$10.3K 300 +300 New
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$10K 296 -29,633 -99%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$7.3K 212 +212 New
GTAM
144
Global Trust Asset Management
Florida
$5.17K 150
SAG
145
SageView Advisory Group
California
$2.07K 72,048 +58,129 +418%
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
-58,504 Closed
CWM
147
Congress Wealth Management
Massachusetts
-39,163 Closed
Citadel Advisors
148
Citadel Advisors
Florida
-26,017 Closed
ST
149
Somerset Trust
Pennsylvania
-9,993 Closed
W
150
Wealthquest
Ohio
-7,785 Closed