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Innovator US Equity Ultra Buffer ETF April

70 hedge funds and large institutions have $76.1M invested in Innovator US Equity Ultra Buffer ETF April in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.06% less ownership

Funds ownership: 68.89%64.83% (-4.1%)

11% less funds holding

Funds holding: 7970 (-9)

24% less capital invested

Capital invested by funds: $99.8M → $76.1M (-$23.8M)

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

61% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 33

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
70
Holders Change
-9
Holders Change %
-11.39%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
13
Reduced
33
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1
Tradition Wealth Management
Minnesota
$8.45M -$74.3K -2,399 -0.8%
PCA
2
Prosperity Capital Advisors
Ohio
$6.54M +$478K +15,450 +8%
KWM
3
KFG Wealth Management
Indiana
$5.64M -$492K -15,905 -8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.05M -$2.6M -83,995 -33%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.56M -$1.08M -35,005 -23%
BFG
6
Berger Financial Group
Minnesota
$3.22M -$299K -9,651 -8%
MOS
7
MGO One Seven
Ohio
$3.22M -$675K -21,799 -17%
AIA
8
AssuredPartners Investment Advisors
Florida
$3.12M -$825K -26,654 -20%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2.95M +$1.54M +49,807 +102%
Truist Financial
10
Truist Financial
North Carolina
$2.67M +$2.91K +94 +0.1%
KWA
11
Kellett Wealth Advisors
Ohio
$2.26M -$31K -1,000 -1%
BCM
12
Brookstone Capital Management
Illinois
$2.04M -$117K -3,764 -5%
CVA
13
Central Valley Advisors
California
$1.99M +$1.35M +43,676 +191%
SWM
14
Spire Wealth Management
Virginia
$1.68M -$208K -6,713 -11%
KAS
15
Kestra Advisory Services
Texas
$1.65M +$442K +14,284 +35%
SB
16
Strategic Blueprint
Georgia
$1.63M -$131K -4,222 -7%
Raymond James Financial
17
Raymond James Financial
Florida
$1.47M +$35.6K +1,150 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.15M -$1.76K -57 -0.1%
LPL Financial
19
LPL Financial
California
$1.03M +$97.8K +3,160 +10%
IWM
20
IMG Wealth Management
Florida
$901K -$16.2K -524 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$784K -$55.1K -1,780 -6%
RAS
22
RPS Advisory Solutions
Kentucky
$743K -$9.41K -304 -1%
TF
23
Trek Financial
Arizona
$731K -$18.7K -605 -2%
FFG
24
Fiduciary Financial Group
California
$705K
SAG
25
SageView Advisory Group
California
$702K

UAPR Hedge Fund Activity: Q1 2025 in Review

70 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q1 2025, worth a combined $76.1M — down 24% from $99.8M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UAPR and 8 opened new positions — a net loss of 9 holders — while 33 trimmed existing stakes and 13 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $1.54M. The largest seller was AE Wealth Management, cutting an estimated $6.64M.

  • 70 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q1 2025, down from 79 in Q4 2024.
  • Funds reported $76.1M of Innovator US Equity Ultra Buffer ETF April stock for Q1 2025, down 24% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q1 2025 and 17 closed out, a net change of -9 holders.
  • The largest Innovator US Equity Ultra Buffer ETF April buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $1.54M added.
  • The largest Innovator US Equity Ultra Buffer ETF April seller in Q1 2025 was AE Wealth Management, an estimated $6.64M sold.

Based on aggregated 13F filings for Q1 2025.