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Innovator US Equity Ultra Buffer ETF November
UNOV

Overview Fund Activity

49 hedge funds and large institutions have $81.3M invested in Innovator US Equity Ultra Buffer ETF November in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+13
Holders Change %
+36.11%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
21
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$32.2M
2
TPW
2
Talon Private Wealth
Florida
$9.78M
3
MOS
3
MGO One Seven
Ohio
$3.7M
4
TF
4
Trek Financial
Arizona
$2.01M
5
KWM
5
KFG Wealth Management
Indiana
$2.5M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
CRWM
4
Castle Rock Wealth Management
California
$981K
5
AWA
5
Arete Wealth Advisors
Illinois
$708K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$442K 12,762 +2,418 +23%
TSW
27
Three Seasons Wealth
Utah
$385K 11,117 +11,117 New
FA
28
Fermata Advisors
California
$350K 10,103 +10,103 New
W
29
WorthPointe
California
$337K 9,732 +9,732 New
MW
30
Maia Wealth
Colorado
$315K 9,002 +9,002 New
IWM
31
IMG Wealth Management
Florida
$294K 8,503 +8,503 New
FMN
32
Financial Management Network
California
$291K 8,365 +8,365 New
SIA
33
Soltis Investment Advisors
Utah
$289K 8,353 – –
FA
34
FC Advisory
Pennsylvania
$271K 7,817 +7,817 New
LWM
35
Lakeridge Wealth Management
Ohio
$238K 6,881 – –
ASN
36
Advisory Services Network
Georgia
$231K 6,676 +6,676 New
CFS
37
CRA Financial Services
New Jersey
$203K 5,875 -500 -8%
NA
38
Novus Advisors
South Carolina
$203K 5,857 +5,857 New
WTFG
39
Wood Tarver Financial Group
Idaho
$193K 5,594 +5,594 New
CA
40
CoreCap Advisors
Michigan
$158K 4,565 -50 -1%
CF
41
Centaurus Financial
California
$157K 4,525 – –
RIL
42
Rothschild Investment LLC
Illinois
$104K 3,000 +3,000 New
AF
43
Advisornet Financial
Minnesota
$97.9K 2,828 +2,828 New
CA
44
Continuum Advisory
Idaho
$87.8K 2,535 – –
HI
45
Harbour Investments
Wisconsin
$78.4K 2,264 +671 +42%
AIC
46
Archer Investment Corporation
Indiana
$22.4K 648 +318 +96%
DFA
47
DHJJ Financial Advisors
Illinois
$18.2K 525 – –
AAP
48
Arax Advisory Partners
Colorado
$15.2K 440 +380 +633%
UBS Group
49
UBS Group
Switzerland
$8.93K 258 +189 +274%
OMC
50
Old Mission Capital
Illinois
– – -16,270 Closed
1
2
3