We are live on ! Find out more
PNOV icon

Innovator US Equity Power Buffer ETF November

125 hedge funds and large institutions have $517M invested in Innovator US Equity Power Buffer ETF November in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.67% more ownership

Funds ownership: 78.58%83.26% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less capital invested

Capital invested by funds: $562M → $517M (-$44.8M)

13% less funds holding

Funds holding: 144125 (-19)

72% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 69

89% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 19

Holders
125
Holders Change
-19
Holders Change %
-13.19%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
2
Increased
19
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$174M -$2.13M -62,423 -1%
SCA
2
Stuart Chaussee & Associates
California
$95.2M -$381K -11,188 -0.4%
RCM
3
Requisite Capital Management
Texas
$34.3M -$82.7K -2,427 -0.2%
PCM
4
Penserra Capital Management
California
$22.3M +$2.39M +70,305 +12%
Osaic Holdings
5
Osaic Holdings
Arizona
$12.2M +$612K +17,966 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11M -$4.31M -126,674 -27%
LPL Financial
7
LPL Financial
California
$10.7M +$850K +24,966 +8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.36M -$102K -3,009 -1%
OWA
9
Outlook Wealth Advisors
Texas
$7.94M +$38.5K +1,130 +0.5%
CA
10
Cetera Advisors
Colorado
$7.28M -$332K -9,750 -4%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.73M +$555K +16,292 +10%
BPA
12
Beacon Pointe Advisors
California
$5.21M -$28.1K -826 -0.5%
KWS
13
Keystone Wealth Services
California
$4.4M -$98.8K -2,901 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.1M -$180K -5,282 -4%
BA
15
Bellwether Advisors
Nebraska
$3.68M -$67.2K -1,974 -2%
CCM
16
Coldstream Capital Management
Washington
$3.5M -$10.4K -305 -0.3%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$3.47M -$63.3K -1,858 -2%
Truist Financial
18
Truist Financial
North Carolina
$3.47M -$639K -18,758 -15%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.42M -$1.16M -34,035 -25%
PWA
20
Pillar Wealth Advisors
Pennsylvania
$3.2M
LNC
21
Lincoln National Corp
Pennsylvania
$2.83M -$1.98M -58,211 -41%
BCM
22
Brookstone Capital Management
Illinois
$2.82M -$3.28M -96,227 -53%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$2.79M +$2.01M +58,999 +232%
AWM
24
AE Wealth Management
Kansas
$2.72M -$267K -7,852 -9%
NA
25
NewEdge Advisors
Louisiana
$2.7M -$101K -2,978 -4%