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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
SWM
51
Sugarloaf Wealth Management
Georgia
$26.6K – – –
AIC
52
Archer Investment Corporation
Indiana
$26K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$25.8K +$2.11K +64 +9%
Morgan Stanley
54
Morgan Stanley
New York
$15.7K – – –
AAP
55
Arax Advisory Partners
Colorado
$9.32K – – –
Barclays
56
Barclays
United Kingdom
$8.55K +$3.13K +95 +59%
LFG
57
Larson Financial Group
Missouri
$7.52K -$1.09K -33 -13%
GTAM
58
Global Trust Asset Management
Florida
$1.66K – – –
AF
59
Advisornet Financial
Minnesota
$1.5K -$165 -5 -10%
OLVIG
60
Oliver Lagore Vanvalin Investment Group
Michigan
$233 – – –
NFG
61
Nations Financial Group
Iowa
– -$527K -16,209 Closed
TF
62
Trek Financial
Arizona
– -$374K -11,482 Closed
PA
63
PFG Advisors
Arizona
– -$298K -9,164 Closed
FA
64
FC Advisory
Pennsylvania
– -$259K -7,974 Closed
JP Morgan Chase
65
JP Morgan Chase
New York
– -$86.3K -2,651 Closed
UBS Group
66
UBS Group
Switzerland
– -$15.9K -488 Closed
1 2
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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.