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Innovator US Equity Ultra Buffer ETF November

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.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

233% more capital invested

Capital invested by funds: $24.4M → $81.3M (+$56.9M)

36% more funds holding

Funds holding: 3649 (+13)

23.43% more ownership

Funds ownership: 61.06%84.49% (+23%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$442K +$83.3K +2,418 +23%
TSW
27
Three Seasons Wealth
Utah
$385K +$383K +11,117 New
FA
28
Fermata Advisors
California
$350K +$348K +10,103 New
W
29
WorthPointe
California
$337K +$335K +9,732 New
MW
30
Maia Wealth
Colorado
$315K +$310K +9,002 New
IWM
31
IMG Wealth Management
Florida
$294K +$293K +8,503 New
FMN
32
Financial Management Network
California
$291K +$288K +8,365 New
SIA
33
Soltis Investment Advisors
Utah
$289K
FA
34
FC Advisory
Pennsylvania
$271K +$269K +7,817 New
LWM
35
Lakeridge Wealth Management
Ohio
$238K
ASN
36
Advisory Services Network
Georgia
$231K +$230K +6,676 New
CFS
37
CRA Financial Services
New Jersey
$203K -$17.2K -500 -8%
NA
38
Novus Advisors
South Carolina
$203K +$202K +5,857 New
WTFG
39
Wood Tarver Financial Group
Idaho
$193K +$193K +5,594 New
CA
40
CoreCap Advisors
Michigan
$158K -$1.72K -50 -1%
CF
41
Centaurus Financial
California
$157K
RIL
42
Rothschild Investment LLC
Illinois
$104K +$103K +3,000 New
AF
43
Advisornet Financial
Minnesota
$97.9K +$97.5K +2,828 New
CA
44
Continuum Advisory
Idaho
$87.8K
HI
45
Harbour Investments
Wisconsin
$78.4K +$23.1K +671 +42%
AIC
46
Archer Investment Corporation
Indiana
$22.4K +$11K +318 +96%
DFA
47
DHJJ Financial Advisors
Illinois
$18.2K
AAP
48
Arax Advisory Partners
Colorado
$15.2K +$13.1K +380 +633%
UBS Group
49
UBS Group
Switzerland
$8.93K +$6.51K +189 +274%
OMC
50
Old Mission Capital
Illinois
-$551K -16,270 Closed

UNOV Hedge Fund Activity: Q4 2024 in Review

49 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF November (UNOV) for Q4 2024, worth a combined $81.3M — up 233% from $24.4M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UNOV positions and 4 closed out — a net gain of 14 holders — while 21 added to existing stakes and 4 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $29.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $551K sold.

  • 49 institutional investors held Innovator US Equity Ultra Buffer ETF November (UNOV) as of Q4 2024, up from 36 in Q3 2024.
  • Funds reported $81.3M of Innovator US Equity Ultra Buffer ETF November stock for Q4 2024, up 233% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Ultra Buffer ETF November positions in Q4 2024 and 4 closed out, a net change of +14 holders.
  • The largest Innovator US Equity Ultra Buffer ETF November buyer in Q4 2024 was Brookstone Capital Management, an estimated $29.4M added.
  • The largest Innovator US Equity Ultra Buffer ETF November seller in Q4 2024 was Old Mission Capital, an estimated $551K sold.

Based on aggregated 13F filings for Q4 2024.