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Innovator US Equity Ultra Buffer ETF February
UFEB

Overview Fund Activity

84 hedge funds and large institutions have $180M invested in Innovator US Equity Ultra Buffer ETF February in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+25
Holders Change %
+42.37%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
36
Increased
34
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$54.6M
2
TPW
2
Talon Private Wealth
Florida
$32.6M
3
KWM
3
KFG Wealth Management
Indiana
$10M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$7.54M
5
IWM
5
IHT Wealth Management
Illinois
$4.2M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$325K
3
CPIG
3
Chicago Partners Investment Group
Illinois
$0
4
OC
4
OxenFree Capital
Florida
$0
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$1.05M +$489K +15,106 +88%
FFS
27
Founders Financial Securities
Maryland
$1.04M +$1.04M +32,101 New
CF
28
Crosspoint Financial
California
$1.01M +$1.01M +31,141 New
WTFG
29
Wood Tarver Financial Group
Idaho
$855K +$698K +21,554 +444%
SWA
30
Stratos Wealth Advisors
Ohio
$852K +$125K +3,854 +17%
FFG
31
Fiduciary Financial Group
California
$813K +$59.9K +1,893 +8%
CFCI
32
Comprehensive Financial Consultants Institutional
Indiana
$762K +$762K +23,522 New
TF
33
Trek Financial
Arizona
$734K +$734K +22,671 New
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$721K +$721K +22,270 New
PA
35
PFG Advisors
Arizona
$699K +$699K +21,568 New
BPA
36
Beacon Pointe Advisors
California
$679K +$679K +20,950 New
AIC
37
Archer Investment Corporation
Indiana
$674K +$649K +20,030 +2,565%
AF
38
Advisornet Financial
Minnesota
$668K +$666K +20,570 +45,711%
LPL Financial
39
LPL Financial
California
$652K +$221K +6,834 +51%
NA
40
NewEdge Advisors
Louisiana
$624K +$89K +2,749 +17%
Jane Street
41
Jane Street
New York
$596K +$167K +5,142 +39%
CWG
42
Cornerstone Wealth Group
North Carolina
$510K +$510K +15,737 New
CB
43
Chris Bulman
California
$440K +$93.3K +2,882 +27%
CRWM
44
Castle Rock Wealth Management
California
$436K – – –
IWM
45
IMG Wealth Management
Florida
$420K +$25.8K +795 +7%
MW
46
Maia Wealth
Colorado
$386K +$386K +12,104 New
RWMH
47
Riverpoint Wealth Management Holdings
Illinois
$374K +$374K +11,542 New
AWA
48
Arete Wealth Advisors
Illinois
$371K +$9.4K +290 +3%
FA
49
Fermata Advisors
California
$350K – – –
WP
50
WealthShield Partners
North Carolina
$350K +$96.6K +2,983 +38%
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