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Innovator US Equity Ultra Buffer ETF February

87 hedge funds and large institutions have $120M invested in Innovator US Equity Ultra Buffer ETF February in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.13% more ownership

Funds ownership: 74.1%75.23% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 9087 (-3)

11% less capital invested

Capital invested by funds: $134M → $120M (-$14.7M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

82% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 45

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
8
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$24.8M -$3.51M -97,170 -13%
KWM
2
KFG Wealth Management
Indiana
$13.6M -$1.65M -45,635 -11%
PCA
3
Prosperity Capital Advisors
Ohio
$5.57M -$386K -10,675 -7%
Truist Financial
4
Truist Financial
North Carolina
$4.65M -$473K -13,088 -9%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.59M -$928K -25,660 -17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.08M -$122K -3,363 -3%
WIA
7
World Investment Advisors
California
$4M -$22.7K -628 -0.6%
MML Investors Services
8
MML Investors Services
Massachusetts
$3.72M +$32.6K +902 +0.9%
IA
9
IFP Advisors
Florida
$3.71M -$1.63K -45 -0%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.63M +$14.5K +401 +0.4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.05M -$805K -22,266 -21%
SWA
12
Stratos Wealth Advisors
Ohio
$2.33M -$371K -10,265 -14%
CVA
13
Central Valley Advisors
California
$2.11M -$1.01K -28 -0%
BFG
14
Berger Financial Group
Minnesota
$2.04M -$58.6K -1,622 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.88M -$160K -4,433 -8%
SB
16
Strategic Blueprint
Georgia
$1.87M -$756K -20,917 -29%
IAS
17
Integrity Advisory Solutions
Texas
$1.7M -$208K -5,745 -11%
BCM
18
Brookstone Capital Management
Illinois
$1.48M -$168K -4,656 -10%
LPL Financial
19
LPL Financial
California
$1.42M +$9.51K +263 +0.7%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.37M +$74K +2,047 +6%
MA
21
Mutual Advisors
Nebraska
$1.35M -$31K -858 -2%
TF
22
Trek Financial
Arizona
$1.3M -$480K -13,268 -27%
KAS
23
Kestra Advisory Services
Texas
$1.26M -$108 -3 -0%
SWM
24
Spire Wealth Management
Virginia
$1.25M -$527K -14,570 -30%
IWM
25
IHT Wealth Management
Illinois
$1.18M +$1.14M +31,583 New