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Innovator US Equity Ultra Buffer ETF April

81 hedge funds and large institutions have $93.3M invested in Innovator US Equity Ultra Buffer ETF April in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 8981 (-8)

27.4% less ownership

Funds ownership: 86.98%59.57% (-27%)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

50% less capital invested

Capital invested by funds: $185M → $93.3M (-$91.8M)

51% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
81
Holders Change
-8
Holders Change %
-8.99%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
17
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1
Tradition Wealth Management
Minnesota
$9.01M -$6.09K -192 -0.1%
PCA
2
Prosperity Capital Advisors
Ohio
$8.08M +$414K +13,050 +5%
KWM
3
KFG Wealth Management
Indiana
$5.72M -$302K -9,525 -5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.2M -$292K -9,198 -5%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.93M -$221K -6,950 -4%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$4.17M +$73.4K +2,315 +2%
MOS
7
MGO One Seven
Ohio
$3.49M -$635 -20 -0%
PWA
8
Prairie Wealth Advisors
Nebraska
$3.15M
BFG
9
Berger Financial Group
Minnesota
$3.09M -$318K -10,030 -9%
Truist Financial
10
Truist Financial
North Carolina
$2.87M -$5.11K -161 -0.2%
BCM
11
Brookstone Capital Management
Illinois
$2.77M -$57.4M -1,810,230 -95%
KWA
12
Kellett Wealth Advisors
Ohio
$2.51M -$49K -1,543 -2%
CVA
13
Central Valley Advisors
California
$2.34M -$7.61K -240 -0.3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.31M +$134K +4,234 +6%
SWM
15
Spire Wealth Management
Virginia
$2.3M -$1.72M -54,253 -43%
BCI
16
Brinker Capital Investments
Pennsylvania
$1.85M +$258K +8,133 +16%
KAS
17
Kestra Advisory Services
Texas
$1.82M +$35.5K +1,118 +2%
SB
18
Strategic Blueprint
Georgia
$1.71M -$5.96K -188 -0.4%
Raymond James Financial
19
Raymond James Financial
Florida
$1.45M -$98.7K -3,110 -6%
LPL Financial
20
LPL Financial
California
$1.2M -$23.8K -749 -2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.18M +$359K +11,306 +45%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.12M -$888 -28 -0.1%
ASN
23
Advisory Services Network
Georgia
$1.04M -$11K -347 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.03M +$35.7K +1,125 +4%
IWM
25
IMG Wealth Management
Florida
$998K +$4.6K +145 +0.5%

UAPR Hedge Fund Activity: Q3 2025 in Review

81 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q3 2025, worth a combined $93.3M — down 50% from $185M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UAPR and 9 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 17 added.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $566K. The largest seller was Brookstone Capital Management, cutting an estimated $57.4M.

  • 81 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q3 2025, down from 89 in Q2 2025.
  • Funds reported $93.3M of Innovator US Equity Ultra Buffer ETF April stock for Q3 2025, down 50% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q3 2025 and 15 closed out, a net change of -6 holders.
  • The largest Innovator US Equity Ultra Buffer ETF April buyer in Q3 2025 was Foundations Investment Advisors, an estimated $566K added.
  • The largest Innovator US Equity Ultra Buffer ETF April seller in Q3 2025 was Brookstone Capital Management, an estimated $57.4M sold.

Based on aggregated 13F filings for Q3 2025.