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Innovator US Equity Power Buffer ETF November

80 hedge funds and large institutions have $103M invested in Innovator US Equity Power Buffer ETF November in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.26% less ownership

Funds ownership: 65.1%59.83% (-5.3%)

14% less funds holding

Funds holding: 9380 (-13)

18% less capital invested

Capital invested by funds: $126M → $103M (-$22.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

62% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 39

86% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 14

Holders
80
Holders Change
-13
Holders Change %
-13.98%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
2
Increased
15
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$15.5M -$490K -16,758 -3%
PCM
2
Penserra Capital Management
California
$11.7M +$2.15M +73,335 +21%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.13M +$86.1K +2,942 +0.9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.57M -$237K -8,092 -4%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$3.5M -$3.77M -129,039 -51%
LNC
6
Lincoln National Corp
Pennsylvania
$3.21M -$161K -5,514 -5%
ICG
7
InterOcean Capital Group
Tennessee
$2.93M -$405K -13,851 -12%
PWA
8
Pillar Wealth Advisors
Pennsylvania
$2.56M
BA
9
Bellwether Advisors
Nebraska
$2.29M -$4.91K -168 -0.2%
GCP
10
Gill Capital Partners
Colorado
$2.18M -$111K -3,792 -5%
MML Investors Services
11
MML Investors Services
Massachusetts
$2.17M +$149K +5,102 +7%
CFS
12
CRA Financial Services
New Jersey
$2.09M -$2.92K -100 -0.1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.04M -$38.1K -1,302 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.73M -$74.6K -2,551 -4%
CA
15
CoreCap Advisors
Michigan
$1.7M -$45.2K -1,544 -2%
MFG
16
MTM Financial Group
Pennsylvania
$1.36M -$6.14K -210 -0.4%
BPA
17
Beacon Pointe Advisors
California
$1.31M -$18K -617 -1%
CA
18
Corrado Advisors
New Jersey
$1.24M -$33.5K -1,144 -3%
MCM
19
MAI Capital Management
Ohio
$1.22M -$2.19M -74,719 -63%
T
20
TRUADVICE
Florida
$1.18M +$99.5K +3,403 +9%
RIS
21
Retirement Income Solutions
Michigan
$1.18M
AWM
22
AE Wealth Management
Kansas
$1.14M +$113K +3,867 +11%
Truist Financial
23
Truist Financial
North Carolina
$1.13M
BMD
24
Better Money Decisions
New Mexico
$1.07M
AA
25
Advisory Alpha
Michigan
$1.05M

PNOV Hedge Fund Activity: Q3 2022 in Review

80 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF November (PNOV) for Q3 2022, worth a combined $103M — down 18% from $126M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PNOV and 2 opened new positions — a net loss of 12 holders — while 39 trimmed existing stakes and 15 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.15M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $5.4M sold.

  • 80 institutional investors held Innovator US Equity Power Buffer ETF November (PNOV) as of Q3 2022, down from 93 in Q2 2022.
  • Funds reported $103M of Innovator US Equity Power Buffer ETF November stock for Q3 2022, down 18% quarter-over-quarter.
  • 2 funds opened new Innovator US Equity Power Buffer ETF November positions in Q3 2022 and 14 closed out, a net change of -12 holders.
  • The largest Innovator US Equity Power Buffer ETF November buyer in Q3 2022 was Penserra Capital Management, an estimated $2.15M added.
  • The largest Innovator US Equity Power Buffer ETF November seller in Q3 2022 was Brookstone Capital Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q3 2022.