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Innovator US Equity Ultra Buffer ETF November
UNOV

50 hedge funds and large institutions have $129M invested in Innovator US Equity Ultra Buffer ETF November in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more capital invested

Capital invested by funds: $81.3M → $129M (+$47.4M)

25.36% more ownership

Funds ownership: 84.49% → 109.85% (+25%)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 49 → 50 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
10
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$25M
2
TPW
Talon Private Wealth
Florida
+$23.8M
3
IWM
IHT Wealth Management
Illinois
+$3.42M
4
OMC
Old Mission Capital
Illinois
+$841K
5
PCA
Prosperity Capital Advisors
Ohio
+$563K

Top Sellers

Rank Fund Capital Flow
1
TF
Trek Financial
Arizona
-$1.26M
2
Jane Street
Jane Street
New York
-$815K
3
KWM
KFG Wealth Management
Indiana
-$658K
4
FA
Fermata Advisors
California
-$350K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$323K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$493K -$2.71K -78 -0.5%
Citadel Advisors
27
Citadel Advisors
Florida
$425K +$435K +12,524 New
TSW
28
Three Seasons Wealth
Utah
$377K – – –
AWA
29
Arkadios Wealth Advisors
Georgia
$348K +$356K +10,237 New
W
30
WorthPointe
California
$330K – – –
VA
31
VestGen Advisors
Illinois
$323K +$331K +9,524 New
IWM
32
IMG Wealth Management
Florida
$289K – – –
FMN
33
Financial Management Network
California
$271K – – –
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$236K -$323K -9,287 -57%
LWM
35
Lakeridge Wealth Management
Ohio
$234K – – –
ASN
36
Advisory Services Network
Georgia
$227K – – –
FA
37
FC Advisory
Pennsylvania
$221K -$45.7K -1,316 -17%
WTFG
38
Wood Tarver Financial Group
Idaho
$162K -$28.4K -818 -15%
CF
39
Centaurus Financial
California
$154K – – –
Barclays
40
Barclays
United Kingdom
$104K +$107K +3,066 New
RIL
41
Rothschild Investment LLC
Illinois
$102K – – –
AF
42
Advisornet Financial
Minnesota
$96K – – –
CA
43
Continuum Advisory
Idaho
$86.1K +$35 +1 +0%
CA
44
CoreCap Advisors
Michigan
$64K -$93.1K -2,681 -59%
AG
45
AmeriFlex Group
Nevada
$63.5K +$65K +1,870 New
HI
46
Harbour Investments
Wisconsin
$48K -$29.5K -850 -38%
DFA
47
DHJJ Financial Advisors
Illinois
$17.8K – – –
AIC
48
Archer Investment Corporation
Indiana
$16.8K -$5.32K -153 -24%
AAP
49
Arax Advisory Partners
Colorado
$14.9K – – –
UBS Group
50
UBS Group
Switzerland
$5.43K -$3.4K -98 -38%
1
2
3

UNOV Hedge Fund Activity: Q1 2025 in Review

50 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF November (UNOV) for Q1 2025, worth a combined $129M — up 58% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UNOV positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 20 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $25M. The largest seller was Trek Financial, cutting an estimated $1.26M.

  • 50 institutional investors held Innovator US Equity Ultra Buffer ETF November (UNOV) as of Q1 2025, up from 49 in Q4 2024.
  • Funds reported $129M of Innovator US Equity Ultra Buffer ETF November stock for Q1 2025, up 58% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Ultra Buffer ETF November positions in Q1 2025 and 6 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Ultra Buffer ETF November buyer in Q1 2025 was Brookstone Capital Management, an estimated $25M added.
  • The largest Innovator US Equity Ultra Buffer ETF November seller in Q1 2025 was Trek Financial, an estimated $1.26M sold.

Based on aggregated 13F filings for Q1 2025.