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Innovator US Equity Ultra Buffer ETF February

87 hedge funds and large institutions have $120M invested in Innovator US Equity Ultra Buffer ETF February in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.13% more ownership

Funds ownership: 74.1%75.23% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 9087 (-3)

11% less capital invested

Capital invested by funds: $134M → $120M (-$14.7M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

82% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 45

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
8
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPF
51
Vantage Point Financial
Illinois
$280K -$24.1K -666 -8%
MFG
52
MTM Financial Group
Pennsylvania
$279K -$9.94K -275 -4%
AWA
53
Arete Wealth Advisors
Illinois
$271K -$14.5K -402 -5%
MFG
54
Merit Financial Group
Georgia
$269K +$265K +7,317 New
ACA
55
Aptus Capital Advisors
Alabama
$269K +$27.1K +750 +11%
GWANC
56
Guardian Wealth Advisors (North Carolina)
North Carolina
$269K +$27.1K +750 +11%
BFA
57
Beacon Financial Advisory
Ohio
$257K -$71.7K -1,984 -22%
MAM
58
Milestone Asset Management
Pennsylvania
$256K -$3.65K -101 -1%
PWPS
59
Pinnacle Wealth Planning Services
Ohio
$251K
SA
60
Sanctuary Advisors
Indiana
$249K
PA
61
PFG Advisors
Arizona
$239K -$2.56M -70,846 -92%
TWM
62
Tradition Wealth Management
Minnesota
$235K -$253 -7 -0.1%
OC
63
OxenFree Capital
Florida
$231K
WP
64
WealthShield Partners
North Carolina
$229K -$55.8K -1,543 -20%
RAS
65
RPS Advisory Solutions
Kentucky
$228K -$53.6K -1,482 -19%
BI
66
Beckerman Institutional
New Jersey
$228K
CA
67
CGN Advisors
Kansas
$227K
ASN
68
Advisory Services Network
Georgia
$222K
SAS
69
SMI Advisory Services
Indiana
$216K
CPIG
70
Chicago Partners Investment Group
Illinois
$209K
KA
71
Kovack Advisors
Florida
$207K +$203K +5,626 New
PWA
72
Physician Wealth Advisors
Utah
$205K
CA
73
CoreCap Advisors
Michigan
$158K
AWM
74
AE Wealth Management
Kansas
$142K -$5.03K -139 -3%
FNWA
75
Financial Network Wealth Advisors
Utah
$108K