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Innovator US Equity Power Buffer ETF November

145 hedge funds and large institutions have $578M invested in Innovator US Equity Power Buffer ETF November in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.53% less ownership

Funds ownership: 86.52%81.99% (-4.5%)

5% less funds holding

Funds holding: 152145 (-7)

15% less capital invested

Capital invested by funds: $682M → $578M (-$104M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

75% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 61

Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
15
Reduced
61
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$218M -$6.65M -185,614 -3%
SCA
2
Stuart Chaussee & Associates
California
$102M -$35.4M -988,142 -26%
PCM
3
Penserra Capital Management
California
$35.9M +$2.47M +68,969 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.7M -$309K -8,618 -2%
LPL Financial
5
LPL Financial
California
$13.2M -$2.88M -80,289 -18%
Osaic Holdings
6
Osaic Holdings
Arizona
$12.5M +$1.04M +29,134 +9%
BWM
7
Buska Wealth Management
Wisconsin
$11.1M +$936K +26,103 +9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.23M -$213K -5,946 -2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$8.85M -$1.69M -47,076 -16%
KAS
10
Kestra Advisory Services
Texas
$8.54M +$72.4K +2,019 +0.9%
BPA
11
Beacon Pointe Advisors
California
$6.62M -$186K -5,199 -3%
HighTower Advisors
12
HighTower Advisors
Illinois
$6.36M -$342K -9,550 -5%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$6.26M +$6.18M +172,431 New
KWS
14
Keystone Wealth Services
California
$4.34M -$409K -11,402 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.02M -$553K -15,420 -12%
BCM
16
Brookstone Capital Management
Illinois
$3.96M -$615K -17,153 -14%
BA
17
Bellwether Advisors
Nebraska
$3.96M
RA
18
RFG Advisory
Alabama
$3.91M +$542K +15,132 +16%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$3.8M -$32.9K -919 -0.9%
Truist Financial
20
Truist Financial
North Carolina
$3.45M -$611K -17,036 -15%
CA
21
CoreCap Advisors
Michigan
$3.24M -$352K -9,818 -10%
CAAM
22
Cornerstone Advisors Asset Management
Pennsylvania
$2.55M
MFG
23
MTM Financial Group
Pennsylvania
$2.39M -$38.2K -1,067 -2%
AA
24
Advisory Alpha
Michigan
$2.29M -$338K -9,428 -13%
AWM
25
Atticus Wealth Management
Florida
$2.08M