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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
BCM
1
Brookstone Capital Management
Illinois
$32.2M +$29.4M +851,649 +1,090%
TPW
2
Talon Private Wealth
Florida
$9.78M +$9.73M +282,384 New
Osaic Holdings
3
Osaic Holdings
Arizona
$4.15M +$420K +12,175 +11%
PCA
4
Prosperity Capital Advisors
Ohio
$3.88M +$452K +13,128 +13%
MOS
5
MGO One Seven
Ohio
$3.7M +$3.68M +106,910 New
KWM
6
KFG Wealth Management
Indiana
$2.5M +$1.49M +43,267 +150%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.35M +$80K +2,320 +4%
TF
8
Trek Financial
Arizona
$2.01M +$2.01M +58,190 New
CVA
9
Central Valley Advisors
California
$1.74M +$1.2M +34,820 +224%
BWM
10
Buska Wealth Management
Wisconsin
$1.5M +$17.6K +510 +1%
SAG
11
SageView Advisory Group
California
$1.5M +$1.03M +29,782 +221%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.16M +$929K +26,969 +411%
SWM
13
Spire Wealth Management
Virginia
$1.16M +$586K +17,005 +103%
KAS
14
Kestra Advisory Services
Texas
$1.04M +$597K +17,313 +137%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.02M +$798K +23,152 +367%
CRWM
16
Castle Rock Wealth Management
California
$981K -$29.4K -852 -3%
AWM
17
AE Wealth Management
Kansas
$828K +$83.6K +2,427 +11%
Jane Street
18
Jane Street
New York
$815K +$546K +15,839 +206%
AWM
19
Atticus Wealth Management
Florida
$754K
AWA
20
Arete Wealth Advisors
Illinois
$708K -$25.5K -741 -3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$612K +$128K +3,721 +27%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$562K +$559K +16,232 New
AA
23
Armis Advisers
Georgia
$557K +$554K +16,078 New
LPL Financial
24
LPL Financial
California
$554K +$109K +3,156 +25%
Truist Financial
25
Truist Financial
North Carolina
$506K +$504K +14,612 New

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.