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Innovator US Equity Power Buffer ETF November

151 hedge funds and large institutions have $593M invested in Innovator US Equity Power Buffer ETF November in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

6% more funds holding

Funds holding: 143151 (+8)

0.49% more ownership

Funds ownership: 75.24%75.73% (+0.49%)

1% less capital invested

Capital invested by funds: $597M → $593M (-$4.18M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

70% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 64

Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
19
Reduced
64
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1
Stuart Chaussee & Associates
California
$177M -$424K -13,600 -0.2%
AllianceBernstein
2
AllianceBernstein
Tennessee
$171M -$1.37M -43,863 -0.8%
PCM
3
Penserra Capital Management
California
$17.5M +$2.24M +71,880 +15%
Osaic Holdings
4
Osaic Holdings
Arizona
$16M -$2.1M -67,519 -12%
LPL Financial
5
LPL Financial
California
$9.4M +$193K +6,198 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.11M -$323K -10,353 -4%
CA
7
Cetera Advisors
Colorado
$7.57M -$462K -14,821 -6%
OMC
8
Old Mission Capital
Illinois
$7.44M +$7.29M +233,909 New
SPIA
9
Steward Partners Investment Advisory
New York
$6.12M
BCM
10
Brookstone Capital Management
Illinois
$5.9M -$944K -30,280 -14%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.78M -$776K -24,887 -12%
MCM
12
MAI Capital Management
Ohio
$5.76M -$2.16M -69,277 -28%
BPA
13
Beacon Pointe Advisors
California
$5.15M -$48.1K -1,543 -0.9%
BMM
14
Berkshire Money Management
Massachusetts
$5.1M +$76.4K +2,450 +2%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$5.09M +$4.99M +159,966 New
LNC
16
Lincoln National Corp
Pennsylvania
$4.8M -$614K -19,702 -12%
KWS
17
Keystone Wealth Services
California
$4.7M -$249 -8 -0%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.65M -$39K -1,250 -0.8%
ICG
19
InterOcean Capital Group
Tennessee
$4.2M +$85.7K +2,749 +2%
Truist Financial
20
Truist Financial
North Carolina
$4.06M -$371K -11,898 -9%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$3.7M -$86.6K -2,779 -2%
BA
22
Bellwether Advisors
Nebraska
$3.61M -$31K -996 -0.9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.42M -$416K -13,356 -11%
CCM
24
Coldstream Capital Management
Washington
$3.38M +$9.51K +305 +0.3%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.14M -$73.5K -2,358 -2%