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Innovator US Equity Ultra Buffer ETF November

69 hedge funds and large institutions have $170M invested in Innovator US Equity Ultra Buffer ETF November in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

44% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 25

Holders
69
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$63.6M
TPW
2
Talon Private Wealth
Florida
$36M
Raymond James Financial
3
Raymond James Financial
Florida
$5.75M
PCA
4
Prosperity Capital Advisors
Ohio
$5.7M
Osaic Holdings
5
Osaic Holdings
Arizona
$5.33M
IA
6
IFP Advisors
Florida
$3.53M
CVA
7
Central Valley Advisors
California
$3.02M
KWA
8
Kellett Wealth Advisors
Ohio
$2.64M
KAS
9
Kestra Advisory Services
Texas
$2.54M
RCMF
10
RK Capital Management (Florida)
Florida
$2.48M
SWM
11
Spire Wealth Management
Virginia
$2.37M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.27M
4WM
13
4J Wealth Management
Virginia
$2.12M
HighTower Advisors
14
HighTower Advisors
Illinois
$1.82M
IWM
15
IHT Wealth Management
Illinois
$1.76M
KWM
16
KFG Wealth Management
Indiana
$1.65M
AWM
17
AE Wealth Management
Kansas
$1.64M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.59M
TF
19
Trek Financial
Arizona
$1.48M
OCFG
20
O'Connor Financial Group
Illinois
$1.34M
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.2M
Creative Planning
22
Creative Planning
Kansas
$954K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$954K
CRWM
24
Castle Rock Wealth Management
California
$922K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$897K