We are live on ! Find out more
UNOV icon

Innovator US Equity Ultra Buffer ETF November
UNOV

13 hedge funds and large institutions have $3.74M invested in Innovator US Equity Ultra Buffer ETF November in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

18% more funds holding

Funds holding: 11 → 13 (+2)

1.6% more ownership

Funds ownership: 31.96% → 33.56% (+1.6%)

7% less capital invested

Capital invested by funds: $4.01M → $3.74M (-$270K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 7

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
TRUADVICE
Florida
+$345K
2
TWM
Tradition Wealth Management
Minnesota
+$75.2K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$28.5K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$526K
2
AAP
Arax Advisory Partners
Colorado
-$88.8K
3
CRWM
Castle Rock Wealth Management
California
-$42.6K
4
AIC
Archer Investment Corporation
Indiana
-$40K
5
UBS Group
UBS Group
Switzerland
-$19.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1
Castle Rock Wealth Management
California
$935K -$42.6K -1,459 -4%
OMC
2
Old Mission Capital
Illinois
$809K -$526K -17,994 -39%
AIC
3
Archer Investment Corporation
Indiana
$560K -$40K -1,369 -7%
KCM
4
Kathmere Capital Management
Pennsylvania
$478K – – –
T
5
TRUADVICE
Florida
$348K +$345K +11,800 New
AAP
6
Arax Advisory Partners
Colorado
$204K -$88.8K -3,040 -30%
Osaic Holdings
7
Osaic Holdings
Arizona
$196K -$8.76K -300 -4%
TWM
8
Tradition Wealth Management
Minnesota
$74K +$75.2K +2,575 New
IA
9
IFP Advisors
Florida
$39K – – –
UBS Group
10
UBS Group
Switzerland
$29K -$19.6K -671 -41%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$28.5K +$28.5K +975 New
CFA
12
Carroll Financial Associates
North Carolina
$23K – – –
CAAS
13
Capital Asset Advisory Services
Michigan
$15K -$7.01K -240 -32%
APA
14
American Portfolios Advisors
New York
– -$5.66K -194 Closed

UNOV Hedge Fund Activity: Q3 2021 in Review

13 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF November (UNOV) for Q3 2021, worth a combined $3.74M — down 6.7% from $4.01M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new UNOV positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 7 trimmed.

The largest buyer was TRUADVICE, opening a new position worth an estimated $345K. The largest seller was Old Mission Capital, cutting an estimated $526K.

  • 13 institutional investors held Innovator US Equity Ultra Buffer ETF November (UNOV) as of Q3 2021, up from 11 in Q2 2021.
  • Funds reported $3.74M of Innovator US Equity Ultra Buffer ETF November stock for Q3 2021, down 6.7% quarter-over-quarter.
  • 3 funds opened new Innovator US Equity Ultra Buffer ETF November positions in Q3 2021 and 1 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Ultra Buffer ETF November buyer in Q3 2021 was TRUADVICE, an estimated $345K added.
  • The largest Innovator US Equity Ultra Buffer ETF November seller in Q3 2021 was Old Mission Capital, an estimated $526K sold.

Based on aggregated 13F filings for Q3 2021.