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Innovator US Equity Power Buffer ETF November

143 hedge funds and large institutions have $597M invested in Innovator US Equity Power Buffer ETF November in 2022 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 55 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,083% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 6

480% more capital invested

Capital invested by funds: $103M → $597M (+$494M)

450% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 10

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

79% more funds holding

Funds holding: 80143 (+63)

15.41% more ownership

Funds ownership: 59.83%75.24% (+15%)

Holders
143
Holders Change
+63
Holders Change %
+78.75%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
71
Increased
55
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1
Stuart Chaussee & Associates
California
$169M +$167M +5,588,499 New
AllianceBernstein
2
AllianceBernstein
Tennessee
$164M +$145M +4,863,772 +878%
Osaic Holdings
3
Osaic Holdings
Arizona
$17.3M +$7.37M +246,469 +76%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.3M +$10.2M +341,067 +172%
PCM
5
Penserra Capital Management
California
$14.5M +$1.91M +63,696 +15%
LPL Financial
6
LPL Financial
California
$8.73M +$8.65M +289,247 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.01M +$7.11M +237,592 +859%
CA
8
Cetera Advisors
Colorado
$7.64M +$6.77M +226,506 +856%
MCM
9
MAI Capital Management
Ohio
$7.56M +$6.19M +206,799 +474%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$7.03M +$6.51M +217,512 +1,416%
BCM
11
Brookstone Capital Management
Illinois
$6.53M +$6.41M +214,322 New
HighTower Advisors
12
HighTower Advisors
Illinois
$6.23M +$5.09M +170,065 +467%
SFG
13
Steward Financial Group
Texas
$6.05M +$5.99M +200,434 New
SPIA
14
Steward Partners Investment Advisory
New York
$5.81M +$5.76M +192,495 New
LNC
15
Lincoln National Corp
Pennsylvania
$5.15M +$1.67M +55,942 +49%
BPA
16
Beacon Pointe Advisors
California
$4.93M +$3.49M +116,620 +249%
BMM
17
Berkshire Money Management
Massachusetts
$4.76M +$4.72M +157,796 New
TFS
18
TrustCore Financial Services
Tennessee
$4.74M +$4.55M +152,001 +3,112%
KWS
19
Keystone Wealth Services
California
$4.46M +$4.42M +147,836 New
IA
20
IFP Advisors
Florida
$4.46M +$4.6M +153,753 +774%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.45M +$3.3M +110,282 +297%
Truist Financial
22
Truist Financial
North Carolina
$4.21M +$2.97M +99,418 +248%
CFS
23
CRA Financial Services
New Jersey
$4.06M +$1.79M +59,928 +81%
ICG
24
InterOcean Capital Group
Tennessee
$3.9M +$746K +24,928 +24%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.65M +$1.44M +48,268 +66%