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Innovator US Equity Ultra Buffer ETF February

90 hedge funds and large institutions have $134M invested in Innovator US Equity Ultra Buffer ETF February in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 9190 (-1)

16.6% less ownership

Funds ownership: 90.7%74.1% (-17%)

44% less capital invested

Capital invested by funds: $240M → $134M (-$106M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

72% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 32

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
9
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$27.6M -$6.93M -198,003 -20%
KWM
2
KFG Wealth Management
Indiana
$14.8M -$706K -20,154 -5%
PCA
3
Prosperity Capital Advisors
Ohio
$5.8M +$466K +13,319 +9%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.3M -$377K -10,780 -7%
Truist Financial
5
Truist Financial
North Carolina
$4.99M -$17.9K -510 -0.4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.09M -$952K -27,193 -19%
WIA
7
World Investment Advisors
California
$3.92M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.76M -$175K -4,988 -5%
IA
9
IFP Advisors
Florida
$3.61M +$74.9K +2,139 +2%
MML Investors Services
10
MML Investors Services
Massachusetts
$3.59M +$62.2K +1,775 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.52M +$59.3K +1,693 +2%
PA
12
PFG Advisors
Arizona
$2.77M -$332K -9,481 -11%
SWA
13
Stratos Wealth Advisors
Ohio
$2.64M -$78.8K -2,250 -3%
SB
14
Strategic Blueprint
Georgia
$2.57M -$105 -3 -0%
CVA
15
Central Valley Advisors
California
$2.05M -$7.63K -218 -0.4%
BFG
16
Berger Financial Group
Minnesota
$2.05M
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.98M -$213K -6,076 -10%
IAS
18
Integrity Advisory Solutions
Texas
$1.86M +$1.82M +51,907 New
M1FG
19
Mach-1 Financial Group
Arkansas
$1.86M +$1.82M +51,907 New
TF
20
Trek Financial
Arizona
$1.74M -$1.28M -36,467 -43%
SWM
21
Spire Wealth Management
Virginia
$1.74M -$1.19M -33,952 -41%
GS
22
GTS Securities
New York
$1.66M +$1.63M +46,408 New
BCM
23
Brookstone Capital Management
Illinois
$1.61M -$59.1M -1,687,856 -97%
LPL Financial
24
LPL Financial
California
$1.37M -$25.5K -727 -2%
MA
25
Mutual Advisors
Nebraska
$1.35M -$70K -2,000 -5%