Innovator US Equity Ultra Buffer ETF November
UNOV
23 hedge funds and large institutions have $35.5M invested in Innovator US Equity Ultra Buffer ETF November in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 8 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
27% more capital invested
Capital invested by funds: $27.9M → $35.5M (+$7.66M)
6.23% more ownership
Funds ownership: 73.83% → 80.06% (+6.2%)
21% less funds holding
Funds holding: 29 → 23 (-6)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$6.17M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$992K |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$480K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$306K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$306K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$504K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$254K |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$227K |
| 4 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
-$204K |
| 5 |
LPL Financial
San Diego,
California
|
-$202K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
26
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$227K | -7,684 | Closed |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| – | -$204K | -6,908 | Closed |
|
|
28
LPL Financial
San Diego,
California
| – | -$202K | -6,824 | Closed |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| – | -$39K | -1,323 | Closed |
|
30
Koshinski Asset Management
Decatur,
Illinois
| – | -$28.8K | -975 | Closed |
|
|
BBPWM
31
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$6K | -216 | Closed |
|
UNOV Hedge Fund Activity: Q1 2022 in Review
23 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF November (UNOV) for Q1 2022, worth a combined $35.5M — up 27% from $27.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of UNOV and 5 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 9 added.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $6.17M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $504K sold.
- 23 institutional investors held Innovator US Equity Ultra Buffer ETF November (UNOV) as of Q1 2022, down from 29 in Q4 2021.
- Funds reported $35.5M of Innovator US Equity Ultra Buffer ETF November stock for Q1 2022, up 27% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Ultra Buffer ETF November positions in Q1 2022 and 8 closed out, a net change of -3 holders.
- The largest Innovator US Equity Ultra Buffer ETF November buyer in Q1 2022 was Brookstone Capital Management, an estimated $6.17M added.
- The largest Innovator US Equity Ultra Buffer ETF November seller in Q1 2022 was Susquehanna International Group, an estimated $504K sold.
Based on aggregated 13F filings for Q1 2022.