Innovator US Equity Ultra Buffer ETF February
UFEB
26 hedge funds and large institutions have $34.5M invested in Innovator US Equity Ultra Buffer ETF February in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
27% more capital invested
Capital invested by funds: $27.2M → $34.5M (+$7.33M)
13% more funds holding
Funds holding: 23 → 26 (+3)
1.41% more ownership
Funds ownership: 58.35% → 59.77% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.82M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.78M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.05M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$491K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$362K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$4.69M |
| 2 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
-$334K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$278K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$107K |
| 5 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$57.8K |
UFEB Hedge Fund Activity: Q3 2022 in Review
26 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF February (UFEB) for Q3 2022, worth a combined $34.5M — up 27% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UFEB positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $5.82M. The largest seller was Brookstone Capital Management, cutting an estimated $4.69M.
- 26 institutional investors held Innovator US Equity Ultra Buffer ETF February (UFEB) as of Q3 2022, up from 23 in Q2 2022.
- Funds reported $34.5M of Innovator US Equity Ultra Buffer ETF February stock for Q3 2022, up 27% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Ultra Buffer ETF February positions in Q3 2022 and 2 closed out, a net change of +3 holders.
- The largest Innovator US Equity Ultra Buffer ETF February buyer in Q3 2022 was AE Wealth Management, an estimated $5.82M added.
- The largest Innovator US Equity Ultra Buffer ETF February seller in Q3 2022 was Brookstone Capital Management, an estimated $4.69M sold.
Based on aggregated 13F filings for Q3 2022.