We are live on ! Find out more
UFEB icon

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
AWA
51
Arkadios Wealth Advisors
Georgia
$346K +$355K +10,697 New
AFP
52
Ausdal Financial Partners
Iowa
$338K +$346K +10,429 New
Raymond James Financial
53
Raymond James Financial
Florida
$338K +$130K +3,910 +60%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$332K +$52.5K +1,583 +18%
Citadel Advisors
55
Citadel Advisors
Florida
$325K -$561K -16,918 -63%
TWM
56
Tradition Wealth Management
Minnesota
$293K +$300K +9,048 New
RAS
57
RPS Advisory Solutions
Kentucky
$289K +$296K +8,924 New
VPF
58
Vantage Point Financial
Illinois
$285K +$47.7K +1,438 +20%
HI
59
Harbour Investments
Wisconsin
$284K +$10.2K +308 +4%
OCFG
60
O'Connor Financial Group
Illinois
$282K +$289K +8,713 New
MFG
61
MTM Financial Group
Pennsylvania
$254K – – –
AWM
62
Alterna Wealth Management
Texas
$251K +$257K +7,750 New
ACA
63
Aptus Capital Advisors
Alabama
$236K +$242K +7,300 New
GWANC
64
Guardian Wealth Advisors (North Carolina)
North Carolina
$236K +$242K +7,300 New
SA
65
Sovran Advisors
California
$234K +$246K +7,414 New
TC
66
TownSquare Capital
Utah
$231K -$8.46K -255 -3%
MAM
67
Milestone Asset Management
Pennsylvania
$229K – – –
ASN
68
Advisory Services Network
Georgia
$224K +$230K +6,926 New
PWPS
69
Pinnacle Wealth Planning Services
Ohio
$221K +$226K +6,812 New
SA
70
Sanctuary Advisors
Indiana
$219K – – –
AWM
71
AE Wealth Management
Kansas
$213K +$73.5K +2,215 +51%
BI
72
Beckerman Institutional
New Jersey
$200K +$205K +6,186 New
SAS
73
SMI Advisory Services
Indiana
$181K +$193K +5,827 New
CA
74
Continuum Advisory
Idaho
$178K -$3.95K -119 -2%
CA
75
CoreCap Advisors
Michigan
$139K – – –
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.