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Innovator US Equity Ultra Buffer ETF February

90 hedge funds and large institutions have $134M invested in Innovator US Equity Ultra Buffer ETF February in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 9190 (-1)

16.6% less ownership

Funds ownership: 90.7%74.1% (-17%)

44% less capital invested

Capital invested by funds: $240M → $134M (-$106M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

72% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 32

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
9
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
76
Physician Wealth Advisors
Utah
$200K
CA
77
CoreCap Advisors
Michigan
$154K
AWM
78
AE Wealth Management
Kansas
$143K -$8.44K -241 -6%
Barclays
79
Barclays
United Kingdom
$136K +$131K +3,740 +6,339%
FNWA
80
Financial Network Wealth Advisors
Utah
$105K
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$76K +$74.7K +2,132 New
ME
82
McIlrath & Eck
Washington
$56.9K
UBS Group
83
UBS Group
Switzerland
$47.5K +$46.4K +1,326 New
DFA
84
DHJJ Financial Advisors
Illinois
$43.8K
FLP
85
Financial Life Planners
Arizona
$39.2K +$38.4K +1,096 New
AF
86
Allworth Financial
California
$28.6K
Morgan Stanley
87
Morgan Stanley
New York
$26.3K +$9.18K +262 +56%
PS
88
Principal Securities
Iowa
$8.95K
LFG
89
Larson Financial Group
Missouri
$6.8K
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$3.01K -$175 -5 -6%
AI
91
Atria Investments
North Carolina
-$3.78M -110,097 Closed
IWM
92
IHT Wealth Management
Illinois
-$3.62M -105,473 Closed
PAS
93
PKS Advisory Services
New York
-$2.97M -86,503 Closed
TAP
94
Tounjian Advisory Partners
Florida
-$2.37M -73,290 Closed
AWA
95
Arkadios Wealth Advisors
Georgia
-$367K -10,683 Closed
AWM
96
Alterna Wealth Management
Texas
-$266K -7,750 Closed
CB
97
Chris Bulman
California
-$262K -7,634 Closed
SA
98
Sovran Advisors
California
-$255K -7,414 Closed
WTFG
99
Wood Tarver Financial Group
Idaho
-$146K -4,275 Closed
APW
100
Atlantic Private Wealth
North Carolina
-$116K -3,390 Closed