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Innovator US Equity Power Buffer ETF November

40 hedge funds and large institutions have $28.6M invested in Innovator US Equity Power Buffer ETF November in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.16% more ownership

Funds ownership: 47.17%54.32% (+7.2%)

4% less capital invested

Capital invested by funds: $30M → $28.6M (-$1.3M)

11% less funds holding

Funds holding: 4540 (-5)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

65% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 17

Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Penserra Capital Management
California
$5.38M +$866K +28,489 +19%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.31M -$191K -6,301 -5%
WP
3
WealthPLAN Partners
Nebraska
$2.81M +$2.79M +91,957 New
AWA
4
Alaska Wealth Advisors
Alaska
$2.3M
BA
5
Bellwether Advisors
Nebraska
$2.24M -$320K -10,523 -13%
UCFA
6
United Capital Financial Advisors
Texas
$1.43M -$275K -9,055 -16%
T
7
TRUADVICE
Florida
$1.12M +$343K +11,294 +45%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$882K -$29.9K -984 -3%
Truist Financial
9
Truist Financial
North Carolina
$779K
OMC
10
Old Mission Capital
Illinois
$760K +$381K +12,552 +101%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$660K -$242K -7,978 -27%
BMD
12
Better Money Decisions
New Mexico
$646K -$152 -5 -0%
KAS
13
Kestra Advisory Services
Texas
$628K -$104K -3,425 -14%
RIS
14
Retirement Income Solutions
Michigan
$528K
SEP
15
Southland Equity Partners
Missouri
$474K
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$406K -$218K -7,185 -35%
MC
17
Moors & Cabot
Massachusetts
$406K
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$386K +$124K +4,080 +47%
CCM
19
Covington Capital Management
California
$314K
SWM
20
Spire Wealth Management
Virginia
$291K -$28.9K -950 -9%
HighTower Advisors
21
HighTower Advisors
Illinois
$284K -$21.6K -710 -7%
BFC
22
Bedel Financial Consulting
Indiana
$244K
B
23
Bailard
California
$235K
BPA
24
Beacon Pointe Advisors
California
$230K -$113K -3,715 -33%
Citadel Advisors
25
Citadel Advisors
Florida
$227K -$1.37M -45,037 -86%

PNOV Hedge Fund Activity: Q3 2021 in Review

40 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF November (PNOV) for Q3 2021, worth a combined $28.6M — down 4.4% from $30M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PNOV and 3 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 6 added.

The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $2.79M. The largest seller was Citadel Advisors, cutting an estimated $1.37M.

  • 40 institutional investors held Innovator US Equity Power Buffer ETF November (PNOV) as of Q3 2021, down from 45 in Q2 2021.
  • Funds reported $28.6M of Innovator US Equity Power Buffer ETF November stock for Q3 2021, down 4.4% quarter-over-quarter.
  • 3 funds opened new Innovator US Equity Power Buffer ETF November positions in Q3 2021 and 7 closed out, a net change of -4 holders.
  • The largest Innovator US Equity Power Buffer ETF November buyer in Q3 2021 was WealthPLAN Partners, an estimated $2.79M added.
  • The largest Innovator US Equity Power Buffer ETF November seller in Q3 2021 was Citadel Advisors, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2021.