Innovator US Equity Ultra Buffer ETF November
UNOV
32 hedge funds and large institutions have $20.9M invested in Innovator US Equity Ultra Buffer ETF November in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 7 closing their positions.
23% more capital invested
Capital invested by funds: $17.1M → $20.9M (+$3.89M)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
11.93% more ownership
Funds ownership: 48.94% → 60.87% (+12%)
0% more funds holding
Funds holding: 32 → 32 (0)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$13.3M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.04M |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$843K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$721K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$1.1M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$640K |
| 3 |
AWM
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
-$613K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$592K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$499K |
UNOV Hedge Fund Activity: Q4 2023 in Review
32 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF November (UNOV) for Q4 2023, worth a combined $20.9M — up 23% from $17.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new UNOV positions and 7 closed out — a net gain of 1 holder — while 8 added to existing stakes and 11 trimmed.
The largest buyer was SageView Advisory Group, opening a new position worth an estimated $13.3M. The largest seller was Truist Financial, exiting entirely with an estimated $1.1M sold.
- 32 institutional investors held Innovator US Equity Ultra Buffer ETF November (UNOV) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $20.9M of Innovator US Equity Ultra Buffer ETF November stock for Q4 2023, up 23% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Ultra Buffer ETF November positions in Q4 2023 and 7 closed out, a net change of +1 holder.
- The largest Innovator US Equity Ultra Buffer ETF November buyer in Q4 2023 was SageView Advisory Group, an estimated $13.3M added.
- The largest Innovator US Equity Ultra Buffer ETF November seller in Q4 2023 was Truist Financial, an estimated $1.1M sold.
Based on aggregated 13F filings for Q4 2023.