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Innovator US Equity Power Buffer ETF November

152 hedge funds and large institutions have $682M invested in Innovator US Equity Power Buffer ETF November in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 75 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

4% more funds holding

Funds holding: 146152 (+6)

2.75% more ownership

Funds ownership: 83.77%86.52% (+2.7%)

3% more capital invested

Capital invested by funds: $663M → $682M (+$19.5M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

77% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 75

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
13
Increased
17
Reduced
75
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$220M -$4.56M -130,321 -2%
SCA
2
Stuart Chaussee & Associates
California
$135M -$1.77M -50,570 -1%
RCM
3
Requisite Capital Management
Texas
$33.8M -$1.59M -45,363 -5%
PCM
4
Penserra Capital Management
California
$32.7M +$2.47M +70,455 +8%
LPL Financial
5
LPL Financial
California
$15.8M +$1.98M +56,617 +15%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$14.7M +$109K +3,098 +0.8%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.2M -$957K -27,321 -8%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$10.3M +$9.28M +265,053 +1,025%
BWM
9
Buska Wealth Management
Wisconsin
$9.98M +$9.84M +280,837 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.25M -$127K -3,626 -1%
CG
11
Caprock Group
Idaho
$9.24M -$1.09M -31,251 -11%
KAS
12
Kestra Advisory Services
Texas
$8.29M +$4.32M +123,249 +112%
CA
13
Cetera Advisors
Colorado
$7.95M +$299K +8,535 +4%
SWPG
14
Strategic Wealth Partners Group
Illinois
$6.67M -$115K -3,281 -2%
BPA
15
Beacon Pointe Advisors
California
$6.66M -$293K -8,376 -4%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.57M -$783K -22,353 -11%
LNC
17
Lincoln National Corp
Pennsylvania
$4.73M -$237K -6,779 -5%
KWS
18
Keystone Wealth Services
California
$4.65M -$35 -1 -0%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.49M -$204K -5,821 -4%
BCM
20
Brookstone Capital Management
Illinois
$4.47M -$426K -12,168 -9%
Jane Street
21
Jane Street
New York
$3.99M +$3.93M +112,322 New
Truist Financial
22
Truist Financial
North Carolina
$3.98M -$99.7K -2,846 -2%
BA
23
Bellwether Advisors
Nebraska
$3.87M -$15.4K -441 -0.4%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$3.75M -$8.48K -242 -0.2%
CA
25
CoreCap Advisors
Michigan
$3.52M -$51.3K -1,465 -1%

PNOV Hedge Fund Activity: Q1 2024 in Review

152 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF November (PNOV) for Q1 2024, worth a combined $682M — up 2.9% from $663M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PNOV positions and 6 closed out — a net gain of 7 holders — while 17 added to existing stakes and 75 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $9.28M. The largest seller was Outlook Wealth Advisors, cutting an estimated $7.81M.

  • 152 institutional investors held Innovator US Equity Power Buffer ETF November (PNOV) as of Q1 2024, up from 146 in Q4 2023.
  • Funds reported $682M of Innovator US Equity Power Buffer ETF November stock for Q1 2024, up 2.9% quarter-over-quarter.
  • 13 funds opened new Innovator US Equity Power Buffer ETF November positions in Q1 2024 and 6 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF November buyer in Q1 2024 was Cetera Investment Advisers, an estimated $9.28M added.
  • The largest Innovator US Equity Power Buffer ETF November seller in Q1 2024 was Outlook Wealth Advisors, an estimated $7.81M sold.

Based on aggregated 13F filings for Q1 2024.