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Innovator US Equity Power Buffer ETF November

144 hedge funds and large institutions have $562M invested in Innovator US Equity Power Buffer ETF November in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

2.85% more ownership

Funds ownership: 75.73%78.58% (+2.9%)

5% less funds holding

Funds holding: 151144 (-7)

5% less capital invested

Capital invested by funds: $593M → $562M (-$31.6M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

75% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 71

Holders
144
Holders Change
-7
Holders Change %
-4.64%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
18
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$181M -$1.37M -42,092 -0.8%
SCA
2
Stuart Chaussee & Associates
California
$98M -$87.1M -2,683,900 -48%
RCM
3
Requisite Capital Management
Texas
$35.3M +$33.8M +1,040,793 New
PCM
4
Penserra Capital Management
California
$20.5M +$1.74M +53,498 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.6M -$1.97M -60,643 -12%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.9M -$4.99M -153,647 -30%
LPL Financial
7
LPL Financial
California
$10.2M +$144K +4,445 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.68M +$31.4K +967 +0.4%
OWA
9
Outlook Wealth Advisors
Texas
$8.1M +$7M +215,668 +925%
CA
10
Cetera Advisors
Colorado
$7.8M -$262K -8,076 -3%
SPIA
11
Steward Partners Investment Advisory
New York
$6.47M -$50.8K -1,566 -0.8%
BCM
12
Brookstone Capital Management
Illinois
$6.12M -$70.2K -2,162 -1%
BMM
13
Berkshire Money Management
Massachusetts
$5.4M -$36.3K -1,117 -0.7%
BPA
14
Beacon Pointe Advisors
California
$5.38M -$108K -3,337 -2%
HighTower Advisors
15
HighTower Advisors
Illinois
$5.33M -$798K -24,577 -14%
LNC
16
Lincoln National Corp
Pennsylvania
$4.87M -$231K -7,126 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.66M -$284K -8,752 -6%
KWS
18
Keystone Wealth Services
California
$4.62M -$380K -11,700 -8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.39M +$706K +21,752 +20%
Truist Financial
20
Truist Financial
North Carolina
$4.19M -$130K -4,008 -3%
BA
21
Bellwether Advisors
Nebraska
$3.84M -$6.2K -191 -0.2%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$3.62M -$1.72M -53,138 -33%
CCM
23
Coldstream Capital Management
Washington
$3.61M
PWA
24
Pillar Wealth Advisors
Pennsylvania
$3.28M
AWM
25
AE Wealth Management
Kansas
$3.05M -$104K -3,214 -3%