Innovator US Equity Ultra Buffer ETF February
UFEB
19 hedge funds and large institutions have $18.5M invested in Innovator US Equity Ultra Buffer ETF February in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
53% more capital invested
Capital invested by funds: $12.1M → $18.5M (+$6.39M)
27% more funds holding
Funds holding: 15 → 19 (+4)
9.48% more ownership
Funds ownership: 45.26% → 54.74% (+9.5%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.77M |
| 2 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$1.7M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.31M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$861K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$594K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
-$1.86M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$1.11M |
| 3 |
Jane Street
New York
|
-$464K |
| 4 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$448K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$304K |
UFEB Hedge Fund Activity: Q2 2020 in Review
19 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF February (UFEB) for Q2 2020, worth a combined $18.5M — up 53% from $12.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UFEB positions and 5 closed out — a net gain of 4 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $4.77M. The largest seller was Spotlight Asset Group, cutting an estimated $1.86M.
- 19 institutional investors held Innovator US Equity Ultra Buffer ETF February (UFEB) as of Q2 2020, up from 15 in Q1 2020.
- Funds reported $18.5M of Innovator US Equity Ultra Buffer ETF February stock for Q2 2020, up 53% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Ultra Buffer ETF February positions in Q2 2020 and 5 closed out, a net change of +4 holders.
- The largest Innovator US Equity Ultra Buffer ETF February buyer in Q2 2020 was Envestnet Asset Management, an estimated $4.77M added.
- The largest Innovator US Equity Ultra Buffer ETF February seller in Q2 2020 was Spotlight Asset Group, an estimated $1.86M sold.
Based on aggregated 13F filings for Q2 2020.