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Innovator US Equity Ultra Buffer ETF February
UFEB

Overview Fund Activity

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
Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
26
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$33.2M
2
KWM
2
KFG Wealth Management
Indiana
$14.9M
3
WIA
3
World Investment Advisors
California
$3.76M
4
IA
4
IFP Advisors
Florida
$3.39M
5
PA
5
PFG Advisors
Arizona
$2.98M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.41M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
IWM
3
IHT Wealth Management
Illinois
$3.62M
4
WTFG
4
Wood Tarver Financial Group
Idaho
$146K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$860K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$145K -$80.4K -2,344 -36%
APW
77
Atlantic Private Wealth
North Carolina
$116K – – –
FNWA
78
Financial Network Wealth Advisors
Utah
$100K – – –
ME
79
McIlrath & Eck
Washington
$54.6K – – –
AAS
80
Ameritas Advisory Services
Nebraska
$50.6K +$50.6K +1,474 New
DFA
81
DHJJ Financial Advisors
Illinois
$42K – – –
AF
82
Allworth Financial
California
$27.4K +$27.4K +800 New
SPIA
83
Steward Partners Investment Advisory
New York
$26.6K – – –
AAP
84
Arax Advisory Partners
Colorado
$24.9K – – –
Morgan Stanley
85
Morgan Stanley
New York
$16.2K – – –
PS
86
Principal Securities
Iowa
$8.58K +$8.58K +250 New
LFG
87
Larson Financial Group
Missouri
$6.52K -$1.24K -36 -16%
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$3.05K – – –
Barclays
89
Barclays
United Kingdom
$2K +$2K +59 New
SPC
90
Sigma Planning Corp
Michigan
– -$1.24M -38,325 Closed
RWMH
91
Riverpoint Wealth Management Holdings
Illinois
– -$374K -11,542 Closed
FA
92
Fermata Advisors
California
– -$350K -10,819 Closed
Citadel Advisors
93
Citadel Advisors
Florida
– -$325K -10,020 Closed
TC
94
TownSquare Capital
Utah
– -$231K -7,120 Closed
CA
95
Continuum Advisory
Idaho
– -$178K -5,499 Closed
UBS Group
96
UBS Group
Switzerland
– -$26.7K -825 Closed
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