Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (INOV)

52 + Investors. Track Smart Money conviction in INOV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — INOV

Based on 52 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their INOV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 27% of 3.0Y high

27% of all-time peak
Only 52 funds hold INOV today versus a peak of 196 funds at 2021 Q3 — just 27% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
🚀

Fast accumulation — +174% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+174% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 42% buying

18 buying25 selling
Last quarter: 25 funds reduced or exited vs 18 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-30 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 4 → 2 → 35 → 5. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 46% entered in last year

■ 17% conviction (2yr+) ■ 37% medium ■ 46% new
Only 9 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~5 new funds/quarter

6 → 4 → 2 → 35 → 5 new funds/Q
New funds entering each quarter: 4 → 2 → 35 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 27% veterans, 54% new entrants

■ 27% veterans ■ 19% 1-2yr ■ 54% new
Of 52 current holders: 14 (27%) held 2+ years, 10 held 1–2 years, 28 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
4 of 52 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — INOV

In 2026 Q1, 18 hedge funds were net buyers of INOV (5 opened a new position, 13 added to an existing one), while 25 reduced or exited (19 trimmed, 6 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 52.

Hedge Fund Ownership: INOV

How many hedge funds hold INOV — quarterly history vs. share price
Quarterly hedge fund ownership of INOV vs. share price

Market Analysis: INOV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INOV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Innovator Etfs Trust (INOV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much INOV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
INOV
+6.7%
SPY
+15.9%

INOV outperformed SPY by -9.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
INOV
+3.4%
SPY
+2.0%

Since the filing became public, INOV outperformed SPY by +1.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: INOV
52 + Investors

Track Smart Money conviction in INOV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 52 53 -1.89%
13F Shares 1M 924K 19.34%
Total Value $38M $32M 17.63%
New Positions 5 35 -30
Increased Positions 13 11 +2
Closed Positions 6 1 +5
Reduced Positions 19 4 +15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: INOV

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Financial Highlights

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Institutional Holders (2026 Q1)

52 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in INOV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 INOV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maltin Wealth Management, Inc. 1.92% 144,572 $5.0M
2 Corrado Advisors, LLC 0.92% 51,004 $1.8M
3 Berkshire Money Management, Inc. 0.91% 256,846 $8.9M
4 Helium Advisors LLC 0.45% 13,700 $475K
5 Gill Capital Partners, LLC 0.38% 38,131 $1.3M
6 Private Client Services, LLC 0.33% 31,708 $1.1M
7 Opus Financial Solutions LLC 0.22% 6,813 $236K
8 DHJJ Financial Advisors, Ltd. 0.13% 11,089 $385K
9 Cypress Financial Planning LLC 0.09% 9,662 $335K
10 Diligent Investors, LLC 0.09% 10,000 $347K
11 PFS Partners, LLC 0.06% 3,591 $125K
12 Americana Partners, LLC 0.03% 36,504 $1.3M
13 WPWealth LLP 0.03% 6,057 $210K
14 Occidental Asset Management, LLC 0.03% 6,963 $242K
15 Wealth Alliance, LLC 0.03% 8,276 $287K
16 Fiduciary Financial Group, LLC 0.03% 6,054 $210K
17 Accurate Wealth Management, LLC 0.03% 6,166 $221K
18 Cornerstone Wealth Group, LLC 0.03% 11,390 $407K
19 AdvisorNet Financial, Inc 0.03% 14,125 $490K
20 Sigma Planning Corp 0.02% 22,473 $780K
21 First Heartland Consultants, Inc. 0.02% 6,717 $233K
22 Berger Financial Group, Inc 0.02% 9,100 $316K
23 Old Mission Capital LLC 0.01% 26,720 $927K
24 NorthCrest Asset Manangement, LLC 0.01% 11,452 $400K
25 PFG Advisors 0.01% 6,151 $213K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Innovator Etfs Trust (INOV)

What does the Smart Money Trend signal show for INOV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their INOV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for INOV?

More sellers than buyers — 42% buying: Last quarter: 25 funds reduced or exited vs 18 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for INOV holders?

Smaller funds dominant — 5% AUM from top-100: 4 of 52 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held INOV?

Mostly new holders — 46% entered in last year: Only 9 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Innovator Etfs Trust (INOV) following the 2026 Q1 hedge fund 13F filings?

As of today, INOV has moved +3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.4%. Since the quarter end (March 31, 2026), INOV has gained +6.7% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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