Innovator US Equity Ultra Buffer ETF November
UNOV
29 hedge funds and large institutions have $27.9M invested in Innovator US Equity Ultra Buffer ETF November in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
646% more capital invested
Capital invested by funds: $3.74M → $27.9M (+$24.1M)
123% more funds holding
Funds holding: 13 → 29 (+16)
40.27% more ownership
Funds ownership: 33.56% → 73.83% (+40%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$8.83M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$8.83M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.2M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$998K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$827K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$559K |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$171K |
| 3 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$74K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$28.3K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
26
Carroll Financial Associates
Charlotte,
North Carolina
| $23K | – | – | – |
|
|
MCC
27
Money Concepts Capital
Palm Beach Gardens,
Florida
| $12K | +$12.1K | +413 | New |
|
|
BBPWM
28
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $6K | +$6.34K | +216 | New |
|
|
TWM
29
Tradition Wealth Management
Edina,
Minnesota
| – | -$74K | -2,575 | Closed |
|
|
30
UBS Group
Zurich,
Switzerland
| – | -$28.3K | -963 | -99% |
|
|
CAAS
31
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$15K | -500 | Closed |
|
UNOV Hedge Fund Activity: Q4 2021 in Review
29 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF November (UNOV) for Q4 2021, worth a combined $27.9M — up 646% from $3.74M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new UNOV positions and 2 closed out — a net gain of 16 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $8.83M. The largest seller was Old Mission Capital, cutting an estimated $559K.
- 29 institutional investors held Innovator US Equity Ultra Buffer ETF November (UNOV) as of Q4 2021, up from 13 in Q3 2021.
- Funds reported $27.9M of Innovator US Equity Ultra Buffer ETF November stock for Q4 2021, up 646% quarter-over-quarter.
- 18 funds opened new Innovator US Equity Ultra Buffer ETF November positions in Q4 2021 and 2 closed out, a net change of +16 holders.
- The largest Innovator US Equity Ultra Buffer ETF November buyer in Q4 2021 was Atria Investments, an estimated $8.83M added.
- The largest Innovator US Equity Ultra Buffer ETF November seller in Q4 2021 was Old Mission Capital, an estimated $559K sold.
Based on aggregated 13F filings for Q4 2021.