UFEB icon

Innovator US Equity Ultra Buffer ETF February

89 hedge funds and large institutions have $237M invested in Innovator US Equity Ultra Buffer ETF February in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

6.87% less ownership

Funds ownership: 96.23%89.36% (-6.9%)

Holders
89
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
AFP
51
Ausdal Financial Partners
Iowa
$358K
Jane Street
52
Jane Street
New York
$326K
BFA
53
Beacon Financial Advisory
Ohio
$307K
HI
54
Harbour Investments
Wisconsin
$300K
VPF
55
Vantage Point Financial
Illinois
$287K
OCFG
56
O'Connor Financial Group
Illinois
$280K
GSIAS
57
Garden State Investment Advisory Services
New Jersey
$269K
WP
58
WealthShield Partners
North Carolina
$267K
AWM
59
Alterna Wealth Management
Texas
$266K
RAS
60
RPS Advisory Solutions
Kentucky
$263K
CB
61
Chris Bulman
California
$262K
TWM
62
Tradition Wealth Management
Minnesota
$259K
SA
63
Sovran Advisors
California
$255K
ACA
64
Aptus Capital Advisors
Alabama
$250K
GWANC
65
Guardian Wealth Advisors (North Carolina)
North Carolina
$250K
MAM
66
Milestone Asset Management
Pennsylvania
$242K
PWPS
67
Pinnacle Wealth Planning Services
Ohio
$234K
OC
68
OxenFree Capital
Florida
$215K
BI
69
Beckerman Institutional
New Jersey
$212K
CA
70
CGN Advisors
Kansas
$212K
ASN
71
Advisory Services Network
Georgia
$210K
SAS
72
SMI Advisory Services
Indiana
$201K
PWA
73
Physician Wealth Advisors
Utah
$191K
CA
74
CoreCap Advisors
Michigan
$147K
WTFG
75
Wood Tarver Financial Group
Idaho
$146K