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Innovator US Equity Ultra Buffer ETF November
UNOV

38 hedge funds and large institutions have $43.9M invested in Innovator US Equity Ultra Buffer ETF November in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

73% more funds holding

Funds holding: 22 → 38 (+16)

41% more capital invested

Capital invested by funds: $31.2M → $43.9M (+$12.7M)

5.71% less ownership

Funds ownership: 70.77% → 65.06% (-5.7%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
38
Holders Change
+16
Holders Change %
+72.73%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
7
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ST
Sageworth Trust
Pennsylvania
+$6.03M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.65M
3
BCM
Brookstone Capital Management
Illinois
+$1.24M
4
AWM
Atticus Wealth Management
Florida
+$1.16M
5
Truist Financial
Truist Financial
North Carolina
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$1.99M
2
Mariner
Mariner
Kansas
-$1.98M
3
SB
Strategic Blueprint
Georgia
-$587K
4
SWM
Spire Wealth Management
Virginia
-$583K
5
AWA
Arete Wealth Advisors
Illinois
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
26
Betterment LLC
New York
$253K +$253K +9,132 New
SCA
27
Southern Capital Advisors
Tennessee
$238K -$3.52K -127 -1%
CPIG
28
Chicago Partners Investment Group
Illinois
$236K – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$232K +$232K +8,367 New
SIA
30
Soltis Investment Advisors
Utah
$231K +$232K +8,353 New
KAS
31
Kestra Advisory Services
Texas
$224K – – –
AAS
32
Avantax Advisory Services
Texas
$217K +$218K +7,846 New
AWM
33
Axxcess Wealth Management
California
$210K +$211K +7,583 New
HI
34
Harbour Investments
Wisconsin
$136K +$20.6K +743 +18%
MCC
35
Money Concepts Capital
Florida
$135K +$124K +4,458 +1,079%
CF
36
Centaurus Financial
California
$125K +$126K +4,525 New
CA
37
CoreCap Advisors
Michigan
$71K +$71.1K +2,562 New
AAP
38
Arax Advisory Partners
Colorado
$32.3K – – –
AWA
39
Arete Wealth Advisors
Illinois
– -$510K -18,538 Closed
UBS Group
40
UBS Group
Switzerland
– -$3K -124 Closed
1
2

UNOV Hedge Fund Activity: Q4 2022 in Review

38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF November (UNOV) for Q4 2022, worth a combined $43.9M — up 41% from $31.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UNOV positions and 2 closed out — a net gain of 16 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Sageworth Trust, opening a new position worth an estimated $6.03M. The largest seller was Atria Investments, cutting an estimated $1.99M.

  • 38 institutional investors held Innovator US Equity Ultra Buffer ETF November (UNOV) as of Q4 2022, up from 22 in Q3 2022.
  • Funds reported $43.9M of Innovator US Equity Ultra Buffer ETF November stock for Q4 2022, up 41% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Ultra Buffer ETF November positions in Q4 2022 and 2 closed out, a net change of +16 holders.
  • The largest Innovator US Equity Ultra Buffer ETF November buyer in Q4 2022 was Sageworth Trust, an estimated $6.03M added.
  • The largest Innovator US Equity Ultra Buffer ETF November seller in Q4 2022 was Atria Investments, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2022.