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Innovator US Equity Ultra Buffer ETF April

89 hedge funds and large institutions have $185M invested in Innovator US Equity Ultra Buffer ETF April in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

143% more capital invested

Capital invested by funds: $76.1M → $185M (+$109M)

27% more funds holding

Funds holding: 7089 (+19)

22.15% more ownership

Funds ownership: 64.83%86.98% (+22%)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

Holders
89
Holders Change
+19
Holders Change %
+27.14%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
25
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$59.4M +$55.2M +1,828,226 +2,678%
TPW
2
Talon Private Wealth
Florida
$34.1M +$32.9M +1,089,402 New
TWM
3
Tradition Wealth Management
Minnesota
$8.78M -$71.6K -2,372 -0.8%
PCA
4
Prosperity Capital Advisors
Ohio
$7.46M +$604K +20,018 +9%
KWM
5
KFG Wealth Management
Indiana
$5.86M -$41.6K -1,377 -0.7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.35M +$51.2K +1,695 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.04M +$1.27M +41,985 +35%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3.99M +$868K +28,755 +29%
SWM
9
Spire Wealth Management
Virginia
$3.94M +$2.1M +69,477 +123%
MOS
10
MGO One Seven
Ohio
$3.4M +$23.6K +782 +0.7%
BFG
11
Berger Financial Group
Minnesota
$3.32M -$51.9K -1,719 -2%
PWA
12
Prairie Wealth Advisors
Nebraska
$3.07M +$2.96M +98,038 New
Truist Financial
13
Truist Financial
North Carolina
$2.8M -$4.65K -154 -0.2%
KWA
14
Kellett Wealth Advisors
Ohio
$2.5M +$124K +4,120 +5%
CVA
15
Central Valley Advisors
California
$2.29M +$196K +6,489 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.12M +$884K +29,266 +76%
KAS
17
Kestra Advisory Services
Texas
$1.74M +$10.6K +351 +0.6%
SB
18
Strategic Blueprint
Georgia
$1.67M -$37.5K -1,241 -2%
BCI
19
Brinker Capital Investments
Pennsylvania
$1.55M +$884K +29,287 +146%
Raymond James Financial
20
Raymond James Financial
Florida
$1.51M -$36.5K -1,210 -2%
SAW
21
Signal Advisors Wealth
Michigan
$1.28M +$1.24M +40,934 New
LPL Financial
22
LPL Financial
California
$1.19M +$111K +3,679 +11%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.09M +$1.05M +34,814 New
ASN
24
Advisory Services Network
Georgia
$1.04M +$538K +17,829 +119%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$970K +$143K +4,721 +18%

UAPR Hedge Fund Activity: Q2 2025 in Review

89 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q2 2025, worth a combined $185M — up 143% from $76.1M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UAPR positions and 5 closed out — a net gain of 21 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $55.2M. The largest seller was AssuredPartners Investment Advisors, exiting entirely with an estimated $3.12M sold.

  • 89 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q2 2025, up from 70 in Q1 2025.
  • Funds reported $185M of Innovator US Equity Ultra Buffer ETF April stock for Q2 2025, up 143% quarter-over-quarter.
  • 26 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q2 2025 and 5 closed out, a net change of +21 holders.
  • The largest Innovator US Equity Ultra Buffer ETF April buyer in Q2 2025 was Brookstone Capital Management, an estimated $55.2M added.
  • The largest Innovator US Equity Ultra Buffer ETF April seller in Q2 2025 was AssuredPartners Investment Advisors, an estimated $3.12M sold.

Based on aggregated 13F filings for Q2 2025.