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Innovator US Equity Ultra Buffer ETF February
UFEB

Overview Fund Activity

84 hedge funds and large institutions have $180M 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.

Holders
84
Holders Change
+25
Holders Change %
+42.37%
% of All Funds
1.14%
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

1
BCM
1
Brookstone Capital Management
Illinois
$54.6M
2
TPW
2
Talon Private Wealth
Florida
$32.6M
3
KWM
3
KFG Wealth Management
Indiana
$10M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$7.54M
5
IWM
5
IHT Wealth Management
Illinois
$4.2M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$325K
3
CPIG
3
Chicago Partners Investment Group
Illinois
$0
4
OC
4
OxenFree Capital
Florida
$0
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$54.6M 1,686,095 +1,636,037 +3,268%
TPW
2
Talon Private Wealth
Florida
$32.6M 1,006,435 +1,006,435 New
KWM
3
KFG Wealth Management
Indiana
$10M 308,745 +291,591 +1,700%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.54M 232,744 +225,976 +3,339%
Truist Financial
5
Truist Financial
North Carolina
$4.68M 144,493 +25,352 +21%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.57M 141,207 +78,458 +125%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.51M 139,320 +70,504 +102%
PCA
8
Prosperity Capital Advisors
Ohio
$4.4M 135,469 +19,328 +17%
IWM
9
IHT Wealth Management
Illinois
$4.2M 128,821 +128,821 New
AI
10
Atria Investments
North Carolina
$3.41M 105,386 +105,386 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.93M 90,492 +65,730 +265%
SWM
12
Spire Wealth Management
Virginia
$2.78M 85,720 +66,185 +339%
PAS
13
PKS Advisory Services
New York
$2.75M 84,873 +84,873 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.41M 74,478 +46,715 +168%
TAP
15
Tounjian Advisory Partners
Florida
$2.37M 73,290 +73,290 New
CVA
16
Central Valley Advisors
California
$1.95M 60,158 +50,164 +502%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.85M 57,024 +39,863 +232%
BFG
18
Berger Financial Group
Minnesota
$1.5M 46,426 +37,210 +404%
SAG
19
SageView Advisory Group
California
$1.4M 43,261 – –
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$1.35M 41,668 +18,753 +82%
MA
21
Mutual Advisors
Nebraska
$1.3M 40,250 +40,250 New
SPC
22
Sigma Planning Corp
Michigan
$1.24M 38,325 +38,325 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.16M 35,839 +28,576 +393%
BIM
24
Bullseye Investment Management
Ohio
$1.15M 35,520 +35,520 New
SB
25
Strategic Blueprint
Georgia
$1.08M 33,387 +33,387 New
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