Innovator US Equity Ultra Buffer ETF February
UFEB
60 hedge funds and large institutions have $32.1M invested in Innovator US Equity Ultra Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 23 reducing their positions, and 6 closing their positions.
2.18% more ownership
Funds ownership: 58.03% → 60.21% (+2.2%)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
5% less capital invested
Capital invested by funds: $33.6M → $32.1M (-$1.56M)
2% less funds holding
Funds holding: 61 → 60 (-1)
61% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$566K |
| 2 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$450K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$259K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$199K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
KFG Wealth Management
Granger,
Indiana
|
-$532K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$530K |
| 3 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$527K |
| 4 |
Jane Street
New York
|
-$410K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$384K |
UFEB Hedge Fund Activity: Q4 2024 in Review
60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF February (UFEB) for Q4 2024, worth a combined $32.1M — down 4.6% from $33.6M a quarter earlier.
Fund positioning in UFEB was balanced in Q4 2024: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 23 trimmed.
The largest buyer was SageView Advisory Group, adding an estimated $566K. The largest seller was KFG Wealth Management, cutting an estimated $532K.
- 60 institutional investors held Innovator US Equity Ultra Buffer ETF February (UFEB) as of Q4 2024, down from 61 in Q3 2024.
- Funds reported $32.1M of Innovator US Equity Ultra Buffer ETF February stock for Q4 2024, down 4.6% quarter-over-quarter.
- 6 funds opened new Innovator US Equity Ultra Buffer ETF February positions in Q4 2024 and 6 closed out, a net change of 0 holders.
- The largest Innovator US Equity Ultra Buffer ETF February buyer in Q4 2024 was SageView Advisory Group, an estimated $566K added.
- The largest Innovator US Equity Ultra Buffer ETF February seller in Q4 2024 was KFG Wealth Management, an estimated $532K sold.
Based on aggregated 13F filings for Q4 2024.