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Innovator US Equity Ultra Buffer ETF November
UNOV

68 hedge funds and large institutions have $136M invested in Innovator US Equity Ultra Buffer ETF November in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

175% more capital invested

Capital invested by funds: $49.6M → $136M (+$86.8M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

31% more funds holding

Funds holding: 52 → 68 (+16)

5.66% more ownership

Funds ownership: 70.58% → 76.24% (+5.7%)

Holders
68
Holders Change
+16
Holders Change %
+30.77%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
22
Increased
23
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$60.8M
2
4WM
4J Wealth Management
Virginia
+$5.12M
3
IA
IFP Advisors
Florida
+$3.58M
4
KWA
Kellett Wealth Advisors
Ohio
+$3.05M
5
IWM
IHT Wealth Management
Illinois
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
RCMF
RK Capital Management (Florida)
Florida
-$1.53M
2
UBS Group
UBS Group
Switzerland
-$1.41M
3
MOS
MGO One Seven
Ohio
-$1.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$988K
5
GS
GTS Securities
New York
-$822K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
26
Berger Financial Group
Minnesota
$839K +$832K +22,040 New
FIA
27
Foundations Investment Advisors
Arizona
$838K +$391K +10,350 +89%
AWM
28
Atticus Wealth Management
Florida
$829K – – –
TCM
29
Triumph Capital Management
Colorado
$809K +$803K +21,264 New
OMC
30
Old Mission Capital
Illinois
$785K -$790K -20,919 -50%
BWM
31
Buska Wealth Management
Wisconsin
$700K -$244K -6,458 -26%
LF
32
Lantz Financial
Illinois
$650K +$645K +17,087 New
Raymond James Financial
33
Raymond James Financial
Florida
$648K +$387K +10,259 +151%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$551K -$988K -26,175 -64%
Truist Financial
35
Truist Financial
North Carolina
$546K -$15.1K -400 -3%
AWA
36
Arete Wealth Advisors
Illinois
$538K -$5.44K -144 -1%
AWA
37
Arkadios Wealth Advisors
Georgia
$499K +$495K +13,106 New
IWM
38
IMG Wealth Management
Florida
$488K +$202K +5,357 +72%
WP
39
WealthShield Partners
North Carolina
$467K +$463K +12,266 New
CA
40
CWC Advisors
Oregon
$429K +$426K +11,276 New
TSW
41
Three Seasons Wealth
Utah
$423K – – –
CWG
42
Cornerstone Wealth Group
North Carolina
$401K +$398K +10,542 New
AFP
43
ATX Financial Planning
Texas
$378K +$375K +9,923 New
FMN
44
Financial Management Network
California
$319K – – –
ASN
45
Advisory Services Network
Georgia
$311K +$56.7K +1,502 +22%
IFG
46
Independent Financial Group
California
$278K +$276K +7,300 New
CB
47
Chris Bulman
California
$268K +$266K +7,050 New
LWM
48
Lakeridge Wealth Management
Ohio
$262K – – –
FA
49
FC Advisory
Pennsylvania
$254K +$6.19K +164 +3%
W
50
WorthPointe
California
$251K -$119K -3,141 -32%
1
2
3

UNOV Hedge Fund Activity: Q4 2025 in Review

68 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF November (UNOV) for Q4 2025, worth a combined $136M — up 175% from $49.6M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UNOV positions and 6 closed out — a net gain of 16 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $60.8M. The largest seller was RK Capital Management (Florida), cutting an estimated $1.53M.

  • 68 institutional investors held Innovator US Equity Ultra Buffer ETF November (UNOV) as of Q4 2025, up from 52 in Q3 2025.
  • Funds reported $136M of Innovator US Equity Ultra Buffer ETF November stock for Q4 2025, up 175% quarter-over-quarter.
  • 22 funds opened new Innovator US Equity Ultra Buffer ETF November positions in Q4 2025 and 6 closed out, a net change of +16 holders.
  • The largest Innovator US Equity Ultra Buffer ETF November buyer in Q4 2025 was Brookstone Capital Management, an estimated $60.8M added.
  • The largest Innovator US Equity Ultra Buffer ETF November seller in Q4 2025 was RK Capital Management (Florida), an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2025.