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Innovator US Equity Ultra Buffer ETF February
UFEB

Overview Fund Activity

41 hedge funds and large institutions have $29.6M invested in Innovator US Equity Ultra Buffer ETF February in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
6
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.35M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$819K
3
OMC
3
Old Mission Capital
Illinois
$428K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.46M
5
SWA
5
Stratos Wealth Advisors
Ohio
$6.9M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.28M
2
DIM
2
Delta Investment Management
California
$0
3
AF
3
Allworth Financial
California
$0
4
PCA
4
Prosperity Capital Advisors
Ohio
$1.54M
5
SAG
5
SageView Advisory Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
26
Foundations Investment Advisors
Arizona
$227K +$227K +8,249 New
MAM
27
Milestone Asset Management
Pennsylvania
$227K -$2.56K -93 -1%
Creative Planning
28
Creative Planning
Kansas
$81.7K +$81.7K +2,970 New
DFA
29
DHJJ Financial Advisors
Illinois
$70.2K +$70.2K +2,550 New
SWM
30
Sugarloaf Wealth Management
Georgia
$22K – – –
SWM
31
Spire Wealth Management
Virginia
$15K – – –
UBS Group
32
UBS Group
Switzerland
$13.6K -$12.2K -444 -47%
AAP
33
Arax Advisory Partners
Colorado
$9.91K -$43.5K -1,581 -81%
LFG
34
Larson Financial Group
Missouri
$7.13K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$7K +$7K +265 New
William Blair & Company
36
William Blair & Company
Illinois
$6.36K – – –
AF
37
Advisornet Financial
Minnesota
$4.13K – – –
GTAM
38
Global Trust Asset Management
Florida
$1.38K – – –
AWA
39
Authentikos Wealth Advisory
California
$248 +$248 +9 New
OLVIG
40
Oliver Lagore Vanvalin Investment Group
Michigan
$193 -$303 -11 -61%
DIM
41
Delta Investment Management
California
– -$6.07M -217,999 Closed
AF
42
Allworth Financial
California
– -$2.69M -96,587 Closed
SAG
43
SageView Advisory Group
California
– -$715K -25,700 Closed
CFCI
44
Comprehensive Financial Consultants Institutional
Indiana
– -$587K -20,933 Closed
AWA
45
Arete Wealth Advisors
Illinois
– -$439K -15,766 Closed
Jane Street
46
Jane Street
New York
– -$388K -13,938 Closed
KAS
47
Kestra Advisory Services
Texas
– -$250K -8,997 Closed
AWM
48
Accurate Wealth Management
Florida
– -$239K -8,518 Closed
CAN
49
Cetera Advisor Networks
California
– -$207K -7,436 Closed
GWM
50
Grand Wealth Management
Michigan
– -$55.7K -2,000 Closed
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