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Innovator US Equity Ultra Buffer ETF November

16 hedge funds and large institutions have $9.26M invested in Innovator US Equity Ultra Buffer ETF November in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

213% more capital invested

Capital invested by funds: $2.96M → $9.26M (+$6.3M)

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

60% more funds holding

Funds holding: 1016 (+6)

21.22% more ownership

Funds ownership: 33.28%54.5% (+21%)

Holders
16
Holders Change
+6
Holders Change %
+60%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1
Mutual Advisors
Nebraska
$4.3M +$4.23M +152,162 New
CRWM
2
Castle Rock Wealth Management
California
$1.18M +$1.16M +41,621 New
AIC
3
Archer Investment Corporation
Indiana
$614K +$603K +21,689 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$532K +$159K +5,728 +44%
OMC
5
Old Mission Capital
Illinois
$452K -$838K -30,126 -65%
Osaic Holdings
6
Osaic Holdings
Arizona
$434K +$188K +6,746 +79%
CAN
7
Cetera Advisor Networks
California
$418K +$25.4K +914 +7%
KCM
8
Kathmere Capital Management
Pennsylvania
$340K +$335K +12,031 New
AAP
9
Arax Advisory Partners
Colorado
$283K +$23.4K +840 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$243K +$28.1K +1,012 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$230K +$227K +8,153 New
TWM
12
Tradition Wealth Management
Minnesota
$123K +$121K +4,340 New
IA
13
IFP Advisors
Florida
$53K +$52.1K +1,874 New
CFA
14
Carroll Financial Associates
North Carolina
$22K
CAAS
15
Capital Asset Advisory Services
Michigan
$21K +$21.1K +758 New
GWM
16
Geneos Wealth Management
Colorado
$2K +$2.09K +75 New
DAS
17
Dynamic Advisor Solutions
Arizona
-$259K -9,637 Closed
UBS Group
18
UBS Group
Switzerland
-$22K -810 Closed
APA
19
American Portfolios Advisors
New York
-$5.22K -194 Closed

UNOV Hedge Fund Activity: Q4 2020 in Review

16 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF November (UNOV) for Q4 2020, worth a combined $9.26M — up 213% from $2.96M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UNOV positions and 3 closed out — a net gain of 6 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Mutual Advisors, opening a new position worth an estimated $4.23M. The largest seller was Old Mission Capital, cutting an estimated $838K.

  • 16 institutional investors held Innovator US Equity Ultra Buffer ETF November (UNOV) as of Q4 2020, up from 10 in Q3 2020.
  • Funds reported $9.26M of Innovator US Equity Ultra Buffer ETF November stock for Q4 2020, up 213% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Ultra Buffer ETF November positions in Q4 2020 and 3 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Ultra Buffer ETF November buyer in Q4 2020 was Mutual Advisors, an estimated $4.23M added.
  • The largest Innovator US Equity Ultra Buffer ETF November seller in Q4 2020 was Old Mission Capital, an estimated $838K sold.

Based on aggregated 13F filings for Q4 2020.