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Innovator US Equity Ultra Buffer ETF February

84 hedge funds and large institutions have $128M invested in Innovator US Equity Ultra Buffer ETF February in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

75% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
84
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
KAS
26
Kestra Advisory Services
Texas
$1.23M
FFS
27
Founders Financial Securities
Maryland
$1.12M
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$948K
FFG
29
Fiduciary Financial Group
California
$931K
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$893K
AIC
31
Archer Investment Corporation
Indiana
$858K
CFCI
32
Comprehensive Financial Consultants Institutional
Indiana
$841K
SAG
33
SageView Advisory Group
California
$765K
HF
34
HRT Financial
New York
$743K
AF
35
Advisornet Financial
Minnesota
$736K
EWM
36
Evolution Wealth Management
Florida
$648K
OMC
37
Old Mission Capital
Illinois
$589K
CWG
38
Cornerstone Wealth Group
North Carolina
$563K
NA
39
NewEdge Advisors
Louisiana
$550K
Citadel Advisors
40
Citadel Advisors
Florida
$528K
IWM
41
IMG Wealth Management
Florida
$516K
CRWM
42
Castle Rock Wealth Management
California
$459K
Raymond James Financial
43
Raymond James Financial
Florida
$451K
BPA
44
Beacon Pointe Advisors
California
$446K
RWMH
45
Riverpoint Wealth Management Holdings
Illinois
$413K
FIA
46
Foundations Investment Advisors
Arizona
$404K
SA
47
Sonoma Allocations
California
$385K
AFP
48
Ausdal Financial Partners
Iowa
$373K
BFA
49
Beacon Financial Advisory
Ohio
$321K
HI
50
Harbour Investments
Wisconsin
$313K