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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
SPC
126
Sigma Planning Corp
Michigan
$211K +$205K +6,133 New
PS
127
Principal Securities
Iowa
$148K +$144K +4,310 New
CF
128
Centaurus Financial
California
$143K
AF
129
Advisornet Financial
Minnesota
$99.3K +$34.7K +1,038 +56%
WP
130
WealthShield Partners
North Carolina
$79.2K -$91.1K -2,724 -54%
CFD
131
Creative Financial Designs
Indiana
$79.2K
SS
132
Sunbelt Securities
Texas
$76.2K
AC
133
AlphaCore Capital
California
$75.8K
Morgan Stanley
134
Morgan Stanley
New York
$68.9K +$33.4K +1,000 +100%
WWMSC
135
Wagner Wealth Management (South Carolina)
South Carolina
$68.5K +$66.6K +1,990 New
EWM
136
Evermay Wealth Management
Virginia
$65.1K +$63.2K +1,890 New
CAL
137
Capital Analysts LLC
Pennsylvania
$59K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$53K +$51K +1,526 New
UBS Group
139
UBS Group
Switzerland
$36K +$21.8K +652 +165%
IA
140
IFS Advisors
Kansas
$22.4K
HBW
141
Hazlett, Burt & Watson
West Virginia
$12K
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$10.3K +$10K +300 New
Royal Bank of Canada
143
Royal Bank of Canada
Ontario, Canada
$10K -$991K -29,633 -99%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$7.3K +$7.09K +212 New
GTAM
145
Global Trust Asset Management
Florida
$5.17K
SAG
146
SageView Advisory Group
California
$2.06K +$1.94M +58,129 +418%
JP Morgan Chase
147
JP Morgan Chase
New York
-$1.93M -58,504 Closed
CWM
148
Congress Wealth Management
Massachusetts
-$1.29M -39,163 Closed
Citadel Advisors
149
Citadel Advisors
Florida
-$860K -26,017 Closed
ST
150
Somerset Trust
Pennsylvania
-$330K -9,993 Closed