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Innovator US Equity Ultra Buffer ETF February
UFEB

60 hedge funds and large institutions have $32.1M invested in Innovator US Equity Ultra Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.18% more ownership

Funds ownership: 58.03% → 60.21% (+2.2%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

5% less capital invested

Capital invested by funds: $33.6M → $32.1M (-$1.56M)

2% less funds holding

Funds holding: 61 → 60 (-1)

61% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 23

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
+$566K
2
PCA
Prosperity Capital Advisors
Ohio
+$450K
3
Citadel Advisors
Citadel Advisors
Florida
+$259K
4
Wolverine Trading
Wolverine Trading
Illinois
+$199K
5
AWM
AE Wealth Management
Kansas
+$144K

Top Sellers

Rank Fund Capital Flow
1
KWM
KFG Wealth Management
Indiana
-$532K
2
HighTower Advisors
HighTower Advisors
Illinois
-$530K
3
NFG
Nations Financial Group
Iowa
-$527K
4
Jane Street
Jane Street
New York
-$410K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$384K
Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
26
Central Valley Advisors
California
$333K -$33.1K -1,006 -9%
BFG
27
Berger Financial Group
Minnesota
$307K – – –
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$289K -$384K -11,652 -57%
HI
29
Harbour Investments
Wisconsin
$281K -$1.35K -41 -0.5%
MFG
30
MTM Financial Group
Pennsylvania
$261K – – –
WP
31
WealthShield Partners
North Carolina
$260K +$2.5K +76 +1%
CPIG
32
Chicago Partners Investment Group
Illinois
$248K – – –
TC
33
TownSquare Capital
Utah
$245K -$79.2K -2,406 -25%
VPF
34
Vantage Point Financial
Illinois
$245K +$242K +7,362 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$242K -$41.9K -1,272 -15%
MAM
36
Milestone Asset Management
Pennsylvania
$235K – – –
SA
37
Sanctuary Advisors
Indiana
$227K – – –
HighTower Advisors
38
HighTower Advisors
Illinois
$225K -$530K -16,095 -70%
OC
39
OxenFree Capital
Florida
$218K – – –
Raymond James Financial
40
Raymond James Financial
Florida
$217K +$215K +6,514 New
Creative Planning
41
Creative Planning
Kansas
$208K – – –
RA
42
RFG Advisory
Alabama
$203K -$150K -4,551 -43%
Wolverine Trading
43
Wolverine Trading
Illinois
$201K +$199K +6,051 New
CA
44
Continuum Advisory
Idaho
$187K – – –
WTFG
45
Wood Tarver Financial Group
Idaho
$161K +$160K +4,852 New
AWM
46
AE Wealth Management
Kansas
$145K +$144K +4,361 New
CA
47
CoreCap Advisors
Michigan
$143K – – –
FNWA
48
Financial Network Wealth Advisors
Utah
$97.3K -$22.2K -674 -19%
DFA
49
DHJJ Financial Advisors
Illinois
$78.2K – – –
ME
50
McIlrath & Eck
Washington
$52.9K – – –
1
2
3

UFEB Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF February (UFEB) for Q4 2024, worth a combined $32.1M — down 4.6% from $33.6M a quarter earlier.

Fund positioning in UFEB was balanced in Q4 2024: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 23 trimmed.

The largest buyer was SageView Advisory Group, adding an estimated $566K. The largest seller was KFG Wealth Management, cutting an estimated $532K.

  • 60 institutional investors held Innovator US Equity Ultra Buffer ETF February (UFEB) as of Q4 2024, down from 61 in Q3 2024.
  • Funds reported $32.1M of Innovator US Equity Ultra Buffer ETF February stock for Q4 2024, down 4.6% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Ultra Buffer ETF February positions in Q4 2024 and 6 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Ultra Buffer ETF February buyer in Q4 2024 was SageView Advisory Group, an estimated $566K added.
  • The largest Innovator US Equity Ultra Buffer ETF February seller in Q4 2024 was KFG Wealth Management, an estimated $532K sold.

Based on aggregated 13F filings for Q4 2024.