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Innovator US Equity Ultra Buffer ETF February
UFEB

86 hedge funds and large institutions have $181M 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

750% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 4

463% more capital invested

Capital invested by funds: $32.1M → $181M (+$149M)

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

43% more funds holding

Funds holding: 60 → 86 (+26)

36.27% more ownership

Funds ownership: 60.21% → 96.48% (+36%)

Holders
86
Holders Change
+26
Holders Change %
+43.33%
% of All Funds
1.15%
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

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$54.3M
2
TPW
Talon Private Wealth
Florida
+$33.4M
3
KWM
KFG Wealth Management
Indiana
+$9.67M
4
HighTower Advisors
HighTower Advisors
Illinois
+$7.5M
5
IWM
IHT Wealth Management
Illinois
+$4.27M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$632K
2
Citadel Advisors
Citadel Advisors
Florida
-$561K
3
CPIG
Chicago Partners Investment Group
Illinois
-$248K
4
OC
OxenFree Capital
Florida
-$218K
5
Creative Planning
Creative Planning
Kansas
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.05M +$501K +15,106 +88%
FFS
27
Founders Financial Securities
Maryland
$1.04M +$1.06M +32,101 New
CF
28
Crosspoint Financial
California
$1.01M +$1.03M +31,141 New
WTFG
29
Wood Tarver Financial Group
Idaho
$855K +$715K +21,554 +444%
SWA
30
Stratos Wealth Advisors
Ohio
$852K +$128K +3,854 +17%
FFG
31
Fiduciary Financial Group
California
$813K +$62.8K +1,893 +8%
CFCI
32
Comprehensive Financial Consultants Institutional
Indiana
$762K +$780K +23,522 New
TF
33
Trek Financial
Arizona
$734K +$752K +22,671 New
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$721K +$739K +22,270 New
PA
35
PFG Advisors
Arizona
$699K +$715K +21,568 New
BPA
36
Beacon Pointe Advisors
California
$679K +$695K +20,950 New
AIC
37
Archer Investment Corporation
Indiana
$674K +$664K +20,030 +2,565%
AF
38
Advisornet Financial
Minnesota
$668K +$682K +20,570 +45,711%
LPL Financial
39
LPL Financial
California
$652K +$227K +6,834 +51%
NA
40
NewEdge Advisors
Louisiana
$624K +$91.2K +2,749 +17%
Jane Street
41
Jane Street
New York
$596K +$171K +5,142 +39%
CWG
42
Cornerstone Wealth Group
North Carolina
$510K +$522K +15,737 New
CB
43
Chris Bulman
California
$440K +$95.6K +2,882 +27%
CRWM
44
Castle Rock Wealth Management
California
$436K – – –
IWM
45
IMG Wealth Management
Florida
$420K +$26.4K +795 +7%
MW
46
Maia Wealth
Colorado
$386K +$402K +12,104 New
RWMH
47
Riverpoint Wealth Management Holdings
Illinois
$374K +$383K +11,542 New
AWA
48
Arete Wealth Advisors
Illinois
$371K +$9.62K +290 +3%
FA
49
Fermata Advisors
California
$350K – – –
WP
50
WealthShield Partners
North Carolina
$350K +$99K +2,983 +38%
1
2
3 4

UFEB Hedge Fund Activity: Q1 2025 in Review

86 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF February (UFEB) for Q1 2025, worth a combined $181M — up 463% from $32.1M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UFEB positions and 8 closed out — a net gain of 28 holders — while 34 added to existing stakes and 4 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $54.3M. The largest seller was Old Mission Capital, exiting entirely with an estimated $632K sold.

  • 86 institutional investors held Innovator US Equity Ultra Buffer ETF February (UFEB) as of Q1 2025, up from 60 in Q4 2024.
  • Funds reported $181M of Innovator US Equity Ultra Buffer ETF February stock for Q1 2025, up 463% quarter-over-quarter.
  • 36 funds opened new Innovator US Equity Ultra Buffer ETF February positions in Q1 2025 and 8 closed out, a net change of +28 holders.
  • The largest Innovator US Equity Ultra Buffer ETF February buyer in Q1 2025 was Brookstone Capital Management, an estimated $54.3M added.
  • The largest Innovator US Equity Ultra Buffer ETF February seller in Q1 2025 was Old Mission Capital, an estimated $632K sold.

Based on aggregated 13F filings for Q1 2025.