Innovator US Equity Ultra Buffer ETF February
UFEB
45 hedge funds and large institutions have $36.2M invested in Innovator US Equity Ultra Buffer ETF February in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
77.28% more ownership
Funds ownership: 56.23% → 133.52% (+77%)
21% more capital invested
Capital invested by funds: $29.9M → $36.2M (+$6.3M)
7% more funds holding
Funds holding: 42 → 45 (+3)
62% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$39M |
| 2 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$6.02M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$610K |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$430K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$334K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.35M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$805K |
| 3 |
KWM
KFG Wealth Management
Granger,
Indiana
|
-$497K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$231K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$225K |
UFEB Hedge Fund Activity: Q4 2023 in Review
45 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF February (UFEB) for Q4 2023, worth a combined $36.2M — up 21% from $29.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UFEB positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 21 trimmed.
The largest buyer was SageView Advisory Group, opening a new position worth an estimated $39M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.35M sold.
- 45 institutional investors held Innovator US Equity Ultra Buffer ETF February (UFEB) as of Q4 2023, up from 42 in Q3 2023.
- Funds reported $36.2M of Innovator US Equity Ultra Buffer ETF February stock for Q4 2023, up 21% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Ultra Buffer ETF February positions in Q4 2023 and 2 closed out, a net change of +3 holders.
- The largest Innovator US Equity Ultra Buffer ETF February buyer in Q4 2023 was SageView Advisory Group, an estimated $39M added.
- The largest Innovator US Equity Ultra Buffer ETF February seller in Q4 2023 was Susquehanna International Group, an estimated $1.35M sold.
Based on aggregated 13F filings for Q4 2023.