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Innovator US Equity Ultra Buffer ETF February
UFEB

Overview Fund Activity

43 hedge funds and large institutions have $52.5M invested in Innovator US Equity Ultra Buffer ETF February in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 13 closing their positions.

Holders
43
Holders Change
-7
Holders Change %
-14%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$2.69M
2
BCM
2
Brookstone Capital Management
Illinois
$14.3M
3
Jane Street
3
Jane Street
New York
$388K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$813K
5
Citadel Advisors
5
Citadel Advisors
Florida
$251K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.1M
3
OMC
3
Old Mission Capital
Illinois
$0
4
GLR
4
Great Lakes Retirement
Ohio
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$760K
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$250K 8,997 – –
AWM
27
Accurate Wealth Management
Florida
$239K 8,518 +8,518 New
HI
28
Harbour Investments
Wisconsin
$236K 8,489 – –
MAM
29
Milestone Asset Management
Pennsylvania
$232K 8,342 +687 +9%
CAN
30
Cetera Advisor Networks
California
$207K 7,436 -165 -2%
LPL Financial
31
LPL Financial
California
$206K 7,389 -222 -3%
KTC
32
Kistler-Tiffany Companies
Pennsylvania
$82.7K 2,970 – –
GWM
33
Grand Wealth Management
Michigan
$55.7K 2,000 +2,000 New
AAP
34
Arax Advisory Partners
Colorado
$54K 1,941 – –
UBS Group
35
UBS Group
Switzerland
$26.1K 937 +493 +111%
SWM
36
Sugarloaf Wealth Management
Georgia
$22.3K 800 – –
SWM
37
Spire Wealth Management
Virginia
$15.2K 545 – –
LFG
38
Larson Financial Group
Missouri
$7.21K 259 – –
William Blair & Company
39
William Blair & Company
Illinois
$6.43K 231 – –
AF
40
Advisornet Financial
Minnesota
$4.17K 150 – –
GTAM
41
Global Trust Asset Management
Florida
$1.39K 50 – –
OLVIG
42
Oliver Lagore Vanvalin Investment Group
Michigan
$501 18 +18 New
AWM
43
AE Wealth Management
Kansas
– – -220,126 Closed
OMC
44
Old Mission Capital
Illinois
– – -24,638 Closed
GLR
45
Great Lakes Retirement
Ohio
– – -17,793 Closed
BOSSRA
46
B.O.S.S. Retirement Advisors
Utah
– – -12,580 Closed
Goldman Sachs
47
Goldman Sachs
New York
– – -9,310 Closed
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
– – -5,000 Closed
SHIM
49
Stone House Investment Management
Pennsylvania
– – -1,900 Closed
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
– – -1,300 Closed
1
2
3