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Innovator US Equity Power Buffer ETF November

152 hedge funds and large institutions have $682M invested in Innovator US Equity Power Buffer ETF November in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 75 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

4% more funds holding

Funds holding: 146152 (+6)

2.75% more ownership

Funds ownership: 83.77%86.52% (+2.7%)

3% more capital invested

Capital invested by funds: $663M → $682M (+$19.5M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

77% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 75

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
13
Increased
17
Reduced
75
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
126
DHJJ Financial Advisors
Illinois
$257K -$26K -743 -9%
GA
127
Goldstein Advisors
Wisconsin
$250K
SWP
128
Summit Wealth Partners
Florida
$247K -$136K -3,889 -36%
MCM
129
Mitchell Capital Management
Kansas
$240K
CNWM
130
Clay Northam Wealth Management
California
$231K -$876 -25 -0.4%
TFS
131
Thoroughbred Financial Services
Tennessee
$223K
TWM
132
Tradition Wealth Management
Minnesota
$216K +$213K +6,080 New
FNWA
133
Financial Network Wealth Advisors
Utah
$202K +$199K +5,679 New
PS
134
Principal Securities
Iowa
$153K
CF
135
Centaurus Financial
California
$148K
UBS Group
136
UBS Group
Switzerland
$114K +$75.5K +2,155 +206%
AF
137
Advisornet Financial
Minnesota
$102K
CFD
138
Creative Financial Designs
Indiana
$81.8K
WP
139
WealthShield Partners
North Carolina
$81.8K
WWMSC
140
Wagner Wealth Management (South Carolina)
South Carolina
$70.7K
EWM
141
Evermay Wealth Management
Virginia
$67.2K
SS
142
Sunbelt Securities
Texas
$65.5K -$13K -372 -17%
CAL
143
Capital Analysts LLC
Pennsylvania
$61K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$54K
CB
145
CNB Bank
Pennsylvania
$36K +$35.5K +1,014 New
Morgan Stanley
146
Morgan Stanley
New York
$35.5K -$35K -1,000 -50%
IA
147
IFS Advisors
Kansas
$23.1K
HBW
148
Hazlett, Burt & Watson
West Virginia
$13K
ACM
149
Anfield Capital Management
California
$11.3K +$11.1K +317 New
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$10.7K

PNOV Hedge Fund Activity: Q1 2024 in Review

152 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF November (PNOV) for Q1 2024, worth a combined $682M — up 2.9% from $663M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PNOV positions and 6 closed out — a net gain of 7 holders — while 17 added to existing stakes and 75 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $9.28M. The largest seller was Outlook Wealth Advisors, cutting an estimated $7.81M.

  • 152 institutional investors held Innovator US Equity Power Buffer ETF November (PNOV) as of Q1 2024, up from 146 in Q4 2023.
  • Funds reported $682M of Innovator US Equity Power Buffer ETF November stock for Q1 2024, up 2.9% quarter-over-quarter.
  • 13 funds opened new Innovator US Equity Power Buffer ETF November positions in Q1 2024 and 6 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF November buyer in Q1 2024 was Cetera Investment Advisers, an estimated $9.28M added.
  • The largest Innovator US Equity Power Buffer ETF November seller in Q1 2024 was Outlook Wealth Advisors, an estimated $7.81M sold.

Based on aggregated 13F filings for Q1 2024.