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Innovator US Equity Power Buffer ETF November

145 hedge funds and large institutions have $578M invested in Innovator US Equity Power Buffer ETF November in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.53% less ownership

Funds ownership: 86.52%81.99% (-4.5%)

5% less funds holding

Funds holding: 152145 (-7)

15% less capital invested

Capital invested by funds: $682M → $578M (-$104M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

75% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 61

Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
15
Reduced
61
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
126
Centaurus Financial
California
$151K
AF
127
Advisornet Financial
Minnesota
$105K
CFD
128
Creative Financial Designs
Indiana
$83.5K
WP
129
WealthShield Partners
North Carolina
$83.5K
WWMSC
130
Wagner Wealth Management (South Carolina)
South Carolina
$72.2K
EWM
131
Evermay Wealth Management
Virginia
$68.6K
JP Morgan Chase
132
JP Morgan Chase
New York
$63K +$22.1K +616 +55%
SS
133
Sunbelt Securities
Texas
$61.9K -$4.84K -135 -7%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$55K
PTC
135
Private Trust Company
Ohio
$48.3K +$47.7K +1,330 New
CAL
136
Capital Analysts LLC
Pennsylvania
$39K -$23.5K -657 -38%
CB
137
CNB Bank
Pennsylvania
$36.8K
Morgan Stanley
138
Morgan Stanley
New York
$36.3K
IA
139
IFS Advisors
Kansas
$23.6K
JWA
140
JFS Wealth Advisors
Pennsylvania
$16.3K +$16.1K +448 New
HBW
141
Hazlett, Burt & Watson
West Virginia
$13K
ACM
142
Anfield Capital Management
California
$11.5K
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$10.9K
UBS Group
144
UBS Group
Switzerland
$7.91K -$107K -2,983 -93%
GTAM
145
Global Trust Asset Management
Florida
$5.45K
RCM
146
Requisite Capital Management
Texas
-$33.8M -951,942 Closed
CG
147
Caprock Group
Idaho
-$9.24M -259,784 Closed
LNC
148
Lincoln National Corp
Pennsylvania
-$4.73M -132,971 Closed
CA
149
Corrado Advisors
New Jersey
-$1.87M -52,647 Closed
SWA
150
SFMG Wealth Advisors
Texas
-$1.56M -44,019 Closed