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Innovator US Equity Ultra Buffer ETF November

30 hedge funds and large institutions have $21.1M invested in Innovator US Equity Ultra Buffer ETF November in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

20.85% less ownership

Funds ownership: 65.06%44.21% (-21%)

21% less funds holding

Funds holding: 3830 (-8)

52% less capital invested

Capital invested by funds: $43.9M → $21.1M (-$22.7M)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
30
Holders Change
-8
Holders Change %
-21.05%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
9
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthShield Partners
North Carolina
$69.5K +$68.3K +2,400 New
AAS
27
Ameritas Advisory Services
Nebraska
$32.1K +$31.3K +1,100 New
WP
28
WealthPLAN Partners
Nebraska
$6.63K +$6.51K +229 New
AAP
29
Arax Advisory Partners
Colorado
$4.05K -$29.2K -1,027 -88%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.68K +$182K +6,403 +12%
AI
31
Atria Investments
North Carolina
-$7.31M -263,789 Closed
Mariner
32
Mariner
Kansas
-$7.3M -263,303 Closed
ST
33
Sageworth Trust
Pennsylvania
-$6.02M -217,207 Closed
Jane Street
34
Jane Street
New York
-$408K -14,736 Closed
Goldman Sachs
35
Goldman Sachs
New York
-$362K -13,057 Closed
VT
36
Vise Technologies
New York
-$325K -11,730 Closed
WKSWA
37
White Knight Strategic Wealth Advisors
New Jersey
-$291K -10,513 Closed
SB
38
Strategic Blueprint
Georgia
-$277K -9,987 Closed
Betterment LLC
39
Betterment LLC
New York
-$253K -9,132 Closed
SCA
40
Southern Capital Advisors
Tennessee
-$238K -8,583 Closed
MCC
41
Money Concepts Capital
Florida
-$135K -4,871 Closed

UNOV Hedge Fund Activity: Q1 2023 in Review

30 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF November (UNOV) for Q1 2023, worth a combined $21.1M — down 52% from $43.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of UNOV and 4 opened new positions — a net loss of 7 holders — while 9 trimmed existing stakes and 4 added.

The largest buyer was Prosperity Capital Advisors, adding an estimated $1.52M. The largest seller was Atria Investments, exiting entirely with an estimated $7.31M sold.

  • 30 institutional investors held Innovator US Equity Ultra Buffer ETF November (UNOV) as of Q1 2023, down from 38 in Q4 2022.
  • Funds reported $21.1M of Innovator US Equity Ultra Buffer ETF November stock for Q1 2023, down 52% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Ultra Buffer ETF November positions in Q1 2023 and 11 closed out, a net change of -7 holders.
  • The largest Innovator US Equity Ultra Buffer ETF November buyer in Q1 2023 was Prosperity Capital Advisors, an estimated $1.52M added.
  • The largest Innovator US Equity Ultra Buffer ETF November seller in Q1 2023 was Atria Investments, an estimated $7.31M sold.

Based on aggregated 13F filings for Q1 2023.