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Innovator US Equity Ultra Buffer ETF November
UNOV

39 hedge funds and large institutions have $25.8M invested in Innovator US Equity Ultra Buffer ETF November in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

14.97% more ownership

Funds ownership: 47.71% → 62.68% (+15%)

8% more funds holding

Funds holding: 36 → 39 (+3)

6% less capital invested

Capital invested by funds: $27.3M → $25.8M (-$1.53M)

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
Prosperity Capital Advisors
Ohio
+$1.58M
2
SAG
SageView Advisory Group
California
+$443K
3
JP Morgan Chase
JP Morgan Chase
New York
+$331K
4
OMC
Old Mission Capital
Illinois
+$220K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$216K

Top Sellers

1
Jane Street
Jane Street
New York
-$3.03M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$375K
3
Osaic Holdings
Osaic Holdings
Arizona
-$262K
4
RA
RFG Advisory
Alabama
-$228K
5
BCM
Brookstone Capital Management
Illinois
-$182K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Axxcess Wealth Management
California
$252K – – –
CFS
27
CRA Financial Services
New Jersey
$251K – – –
LWM
28
Lakeridge Wealth Management
Ohio
$229K – – –
OMC
29
Old Mission Capital
Illinois
$223K +$220K +6,680 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$218K +$216K +6,551 New
MML Investors Services
31
MML Investors Services
Massachusetts
$210K +$208K +6,307 New
CF
32
Centaurus Financial
California
$151K – – –
CA
33
Continuum Advisory
Idaho
$82K -$2.44K -74 -3%
TWP
34
Triad Wealth Partners
Kansas
$74.4K +$73.5K +2,234 New
CA
35
CoreCap Advisors
Michigan
$60.2K -$9.9K -301 -14%
HI
36
Harbour Investments
Wisconsin
$53.1K – – –
DFA
37
DHJJ Financial Advisors
Illinois
$45.7K -$7.83K -238 -15%
UBS Group
38
UBS Group
Switzerland
$8.33K +$6.05K +184 +279%
AAP
39
Arax Advisory Partners
Colorado
$2K – – –
RA
40
RFG Advisory
Alabama
– -$228K -6,987 Closed
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
– -$65K -1,993 Closed
1
2

UNOV Hedge Fund Activity: Q2 2024 in Review

39 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF November (UNOV) for Q2 2024, worth a combined $25.8M — down 5.6% from $27.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UNOV positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 15 trimmed.

The largest buyer was Prosperity Capital Advisors, adding an estimated $1.58M. The largest seller was Jane Street, cutting an estimated $3.03M.

  • 39 institutional investors held Innovator US Equity Ultra Buffer ETF November (UNOV) as of Q2 2024, up from 36 in Q1 2024.
  • Funds reported $25.8M of Innovator US Equity Ultra Buffer ETF November stock for Q2 2024, down 5.6% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Ultra Buffer ETF November positions in Q2 2024 and 2 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Ultra Buffer ETF November buyer in Q2 2024 was Prosperity Capital Advisors, an estimated $1.58M added.
  • The largest Innovator US Equity Ultra Buffer ETF November seller in Q2 2024 was Jane Street, an estimated $3.03M sold.

Based on aggregated 13F filings for Q2 2024.