UFEB icon

Innovator US Equity Ultra Buffer ETF February

84 hedge funds and large institutions have $128M invested in Innovator US Equity Ultra Buffer ETF February in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

75% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
84
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
51
Maia Wealth
Colorado
$299K
VPF
52
Vantage Point Financial
Illinois
$296K
OCFG
53
O'Connor Financial Group
Illinois
$291K
Jane Street
54
Jane Street
New York
$289K
GSIAS
55
Garden State Investment Advisory Services
New Jersey
$281K
WP
56
WealthShield Partners
North Carolina
$278K
AWA
57
Arete Wealth Advisors
Illinois
$278K
RAS
58
RPS Advisory Solutions
Kentucky
$275K
MAM
59
Milestone Asset Management
Pennsylvania
$253K
PWPS
60
Pinnacle Wealth Planning Services
Ohio
$244K
SPIA
61
Steward Partners Investment Advisory
New York
$242K
GWANC
62
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K
ACA
63
Aptus Capital Advisors
Alabama
$234K
TWM
64
Tradition Wealth Management
Minnesota
$229K
OC
65
OxenFree Capital
Florida
$225K
BI
66
Beckerman Institutional
New Jersey
$221K
CA
67
CGN Advisors
Kansas
$221K
ASN
68
Advisory Services Network
Georgia
$216K
SAS
69
SMI Advisory Services
Indiana
$209K
CPIG
70
Chicago Partners Investment Group
Illinois
$204K
PWA
71
Physician Wealth Advisors
Utah
$200K
CA
72
CoreCap Advisors
Michigan
$154K
AWM
73
AE Wealth Management
Kansas
$143K
Barclays
74
Barclays
United Kingdom
$136K
FNWA
75
Financial Network Wealth Advisors
Utah
$105K