Innovator US Equity Ultra Buffer ETF February
UFEB
51 hedge funds and large institutions have $53.5M invested in Innovator US Equity Ultra Buffer ETF February in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 7 closing their positions.
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
34% more funds holding
Funds holding: 38 → 51 (+13)
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
23% more capital invested
Capital invested by funds: $43.4M → $53.5M (+$10.1M)
7.04% less ownership
Funds ownership: 67.35% → 60.31% (-7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIM
Delta Investment Management
San Francisco,
California
|
+$5.79M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$3.27M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.39M |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$1.87M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$7.7M |
| 2 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$938K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$568K |
| 4 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
-$265K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$253K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIA
51
Soltis Investment Advisors
St. George,
Utah
| – | -$7.7M | -292,613 | Closed |
|
|
SAF
52
Smith Anglin Financial
Dallas,
Texas
| – | -$938K | -35,633 | Closed |
|
|
53
Citadel Advisors
Miami,
Florida
| – | -$568K | -21,561 | Closed |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| – | -$253K | -10,219 | Closed |
|
|
MCC
55
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$47.4K | -1,800 | Closed |
|
|
IA
56
IFS Advisors
Overland Park,
Kansas
| – | -$29.7K | -1,130 | Closed |
|
|
AWM
57
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$13.4K | -508 | Closed |
|
58
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$131 | -5 | -45% |
|
UFEB Hedge Fund Activity: Q1 2023 in Review
51 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF February (UFEB) for Q1 2023, worth a combined $53.5M — up 23% from $43.4M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new UFEB positions and 7 closed out — a net gain of 15 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Delta Investment Management, opening a new position worth an estimated $5.79M. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $7.7M sold.
- 51 institutional investors held Innovator US Equity Ultra Buffer ETF February (UFEB) as of Q1 2023, up from 38 in Q4 2022.
- Funds reported $53.5M of Innovator US Equity Ultra Buffer ETF February stock for Q1 2023, up 23% quarter-over-quarter.
- 22 funds opened new Innovator US Equity Ultra Buffer ETF February positions in Q1 2023 and 7 closed out, a net change of +15 holders.
- The largest Innovator US Equity Ultra Buffer ETF February buyer in Q1 2023 was Delta Investment Management, an estimated $5.79M added.
- The largest Innovator US Equity Ultra Buffer ETF February seller in Q1 2023 was Soltis Investment Advisors, an estimated $7.7M sold.
Based on aggregated 13F filings for Q1 2023.