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Innovator US Equity Ultra Buffer ETF February

91 hedge funds and large institutions have $240M invested in Innovator US Equity Ultra Buffer ETF February in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

33% more capital invested

Capital invested by funds: $181M → $240M (+$59.6M)

6% more funds holding

Funds holding: 8691 (+5)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.78% less ownership

Funds ownership: 96.48%90.7% (-5.8%)

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
27
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$59.5M +$1.54M +46,744 +3%
TPW
2
Talon Private Wealth
Florida
$34.7M +$209K +6,353 +0.6%
HighTower Advisors
3
HighTower Advisors
Illinois
$33.2M +$24.2M +735,980 +316%
KWM
4
KFG Wealth Management
Indiana
$14.9M +$4.15M +126,212 +41%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.53M +$653K +19,875 +14%
PCA
6
Prosperity Capital Advisors
Ohio
$5.11M +$439K +13,368 +10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.86M +$72.4K +2,204 +2%
Truist Financial
8
Truist Financial
North Carolina
$4.8M -$151K -4,580 -3%
AI
9
Atria Investments
North Carolina
$3.78M +$155K +4,711 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.78M +$644K +19,579 +22%
WIA
11
World Investment Advisors
California
$3.76M +$3.6M +109,450 New
IWM
12
IHT Wealth Management
Illinois
$3.62M -$767K -23,348 -18%
IA
13
IFP Advisors
Florida
$3.39M +$3.24M +98,680 New
MML Investors Services
14
MML Investors Services
Massachusetts
$3.38M +$1.36M +41,472 +73%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.31M +$2M +60,701 +169%
PA
16
PFG Advisors
Arizona
$2.98M +$2.14M +65,248 +303%
PAS
17
PKS Advisory Services
New York
$2.97M +$53.6K +1,630 +2%
TF
18
Trek Financial
Arizona
$2.92M +$2.05M +62,433 +275%
SWM
19
Spire Wealth Management
Virginia
$2.83M -$107K -3,260 -4%
SWA
20
Stratos Wealth Advisors
Ohio
$2.6M +$1.63M +49,598 +189%
SB
21
Strategic Blueprint
Georgia
$2.47M +$1.27M +38,502 +115%
TAP
22
Tounjian Advisory Partners
Florida
$2.37M
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.11M -$426K -12,968 -17%
CVA
24
Central Valley Advisors
California
$1.98M -$83.3K -2,533 -4%
BFG
25
Berger Financial Group
Minnesota
$1.96M +$353K +10,733 +23%

UFEB Hedge Fund Activity: Q2 2025 in Review

91 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF February (UFEB) for Q2 2025, worth a combined $240M — up 33% from $181M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UFEB positions and 7 closed out — a net gain of 5 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $24.2M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $1.24M sold.

  • 91 institutional investors held Innovator US Equity Ultra Buffer ETF February (UFEB) as of Q2 2025, up from 86 in Q1 2025.
  • Funds reported $240M of Innovator US Equity Ultra Buffer ETF February stock for Q2 2025, up 33% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Ultra Buffer ETF February positions in Q2 2025 and 7 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Ultra Buffer ETF February buyer in Q2 2025 was HighTower Advisors, an estimated $24.2M added.
  • The largest Innovator US Equity Ultra Buffer ETF February seller in Q2 2025 was Sigma Planning Corp, an estimated $1.24M sold.

Based on aggregated 13F filings for Q2 2025.