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Innovator US Equity Ultra Buffer ETF February

26 hedge funds and large institutions have $11.7M invested in Innovator US Equity Ultra Buffer ETF February in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.25% more ownership

Funds ownership: 38.31%42.56% (+4.3%)

10% less funds holding

Funds holding: 2926 (-3)

11% less capital invested

Capital invested by funds: $13.2M → $11.7M (-$1.46M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$2.51M -$51.8K -1,877 -2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.43M -$89K -3,227 -6%
OMC
3
Old Mission Capital
Illinois
$1.11M +$599K +21,725 +116%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$768K -$98.3K -3,565 -11%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$577K +$334K +12,123 +137%
AIC
6
Archer Investment Corporation
Indiana
$552K -$12.2K -444 -2%
AIA
7
Alera Investment Advisors
Illinois
$514K
MWM
8
Maltin Wealth Management
New Jersey
$489K -$40.8K -1,481 -8%
IA
9
IFP Advisors
Florida
$416K
Citadel Advisors
10
Citadel Advisors
Florida
$408K +$409K +14,829 New
DFA
11
DHJJ Financial Advisors
Illinois
$388K
Osaic Holdings
12
Osaic Holdings
Arizona
$282K -$295K -10,700 -51%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$272K -$15.8K -572 -5%
AAP
14
Arax Advisory Partners
Colorado
$270K
SIA
15
Soltis Investment Advisors
Utah
$268K -$481K -17,455 -64%
CG
16
Caprock Group
Idaho
$260K
CRWM
17
Castle Rock Wealth Management
California
$256K
KAS
18
Kestra Advisory Services
Texas
$246K
HI
19
Harbour Investments
Wisconsin
$230K
LPL Financial
20
LPL Financial
California
$203K
SAM
21
Strategic Asset Management
Minnesota
$127K +$127K +4,600 New
SFP
22
Sterling Financial Planning
New Jersey
$64K
UBS Group
23
UBS Group
Switzerland
$36K -$1.99K -72 -5%
BFC
24
Bedel Financial Consulting
Indiana
$16K -$29.9K -1,084 -66%
IFAM
25
Institutional & Family Asset Management
Colorado
$15K

UFEB Hedge Fund Activity: Q3 2021 in Review

26 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF February (UFEB) for Q3 2021, worth a combined $11.7M — down 11% from $13.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UFEB and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 2 added.

The largest buyer was Old Mission Capital, adding an estimated $599K. The largest seller was Wolverine Trading, exiting entirely with an estimated $1.58M sold.

  • 26 institutional investors held Innovator US Equity Ultra Buffer ETF February (UFEB) as of Q3 2021, down from 29 in Q2 2021.
  • Funds reported $11.7M of Innovator US Equity Ultra Buffer ETF February stock for Q3 2021, down 11% quarter-over-quarter.
  • 2 funds opened new Innovator US Equity Ultra Buffer ETF February positions in Q3 2021 and 5 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Ultra Buffer ETF February buyer in Q3 2021 was Old Mission Capital, an estimated $599K added.
  • The largest Innovator US Equity Ultra Buffer ETF February seller in Q3 2021 was Wolverine Trading, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2021.