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Innovator US Equity Ultra Buffer ETF February
UFEB

86 hedge funds and large institutions have $181M invested in Innovator US Equity Ultra Buffer ETF February in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 4

463% more capital invested

Capital invested by funds: $32.1M → $181M (+$149M)

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

43% more funds holding

Funds holding: 60 → 86 (+26)

36.27% more ownership

Funds ownership: 60.21% → 96.48% (+36%)

Holders
86
Holders Change
+26
Holders Change %
+43.33%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
34
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$54.3M
2
TPW
Talon Private Wealth
Florida
+$33.4M
3
KWM
KFG Wealth Management
Indiana
+$9.67M
4
HighTower Advisors
HighTower Advisors
Illinois
+$7.5M
5
IWM
IHT Wealth Management
Illinois
+$4.27M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$632K
2
Citadel Advisors
Citadel Advisors
Florida
-$561K
3
CPIG
Chicago Partners Investment Group
Illinois
-$248K
4
OC
OxenFree Capital
Florida
-$218K
5
Creative Planning
Creative Planning
Kansas
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$54.6M +$54.3M +1,636,037 +3,268%
TPW
2
Talon Private Wealth
Florida
$32.6M +$33.4M +1,006,435 New
KWM
3
KFG Wealth Management
Indiana
$10M +$9.67M +291,591 +1,700%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.54M +$7.5M +225,976 +3,339%
Truist Financial
5
Truist Financial
North Carolina
$4.68M +$841K +25,352 +21%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.57M +$2.6M +78,458 +125%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.51M +$2.34M +70,504 +102%
PCA
8
Prosperity Capital Advisors
Ohio
$4.4M +$641K +19,328 +17%
IWM
9
IHT Wealth Management
Illinois
$4.2M +$4.27M +128,821 New
AI
10
Atria Investments
North Carolina
$3.41M +$3.5M +105,386 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.93M +$2.18M +65,730 +265%
SWM
12
Spire Wealth Management
Virginia
$2.78M +$2.2M +66,185 +339%
PAS
13
PKS Advisory Services
New York
$2.75M +$2.82M +84,873 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.41M +$1.55M +46,715 +168%
TAP
15
Tounjian Advisory Partners
Florida
$2.37M +$2.43M +73,290 New
CVA
16
Central Valley Advisors
California
$1.95M +$1.66M +50,164 +502%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.85M +$1.32M +39,863 +232%
BFG
18
Berger Financial Group
Minnesota
$1.5M +$1.23M +37,210 +404%
SAG
19
SageView Advisory Group
California
$1.4M – – –
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$1.35M +$622K +18,753 +82%
MA
21
Mutual Advisors
Nebraska
$1.3M +$1.34M +40,250 New
SPC
22
Sigma Planning Corp
Michigan
$1.24M +$1.27M +38,325 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.16M +$948K +28,576 +393%
BIM
24
Bullseye Investment Management
Ohio
$1.15M +$1.18M +35,520 New
SB
25
Strategic Blueprint
Georgia
$1.08M +$1.11M +33,387 New
1
2 3 4

UFEB Hedge Fund Activity: Q1 2025 in Review

86 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF February (UFEB) for Q1 2025, worth a combined $181M — up 463% from $32.1M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UFEB positions and 8 closed out — a net gain of 28 holders — while 34 added to existing stakes and 4 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $54.3M. The largest seller was Old Mission Capital, exiting entirely with an estimated $632K sold.

  • 86 institutional investors held Innovator US Equity Ultra Buffer ETF February (UFEB) as of Q1 2025, up from 60 in Q4 2024.
  • Funds reported $181M of Innovator US Equity Ultra Buffer ETF February stock for Q1 2025, up 463% quarter-over-quarter.
  • 36 funds opened new Innovator US Equity Ultra Buffer ETF February positions in Q1 2025 and 8 closed out, a net change of +28 holders.
  • The largest Innovator US Equity Ultra Buffer ETF February buyer in Q1 2025 was Brookstone Capital Management, an estimated $54.3M added.
  • The largest Innovator US Equity Ultra Buffer ETF February seller in Q1 2025 was Old Mission Capital, an estimated $632K sold.

Based on aggregated 13F filings for Q1 2025.