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Innovator US Equity Ultra Buffer ETF November
UNOV

Overview Fund Activity

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.

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
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$32.2M
2
TPW
2
Talon Private Wealth
Florida
$9.78M
3
MOS
3
MGO One Seven
Ohio
$3.7M
4
TF
4
Trek Financial
Arizona
$2.01M
5
KWM
5
KFG Wealth Management
Indiana
$2.5M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
CRWM
4
Castle Rock Wealth Management
California
$981K
5
AWA
5
Arete Wealth Advisors
Illinois
$708K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$32.2M 929,814 +851,649 +1,090%
TPW
2
Talon Private Wealth
Florida
$9.78M 282,384 +282,384 New
Osaic Holdings
3
Osaic Holdings
Arizona
$4.15M 119,743 +12,175 +11%
PCA
4
Prosperity Capital Advisors
Ohio
$3.88M 111,969 +13,128 +13%
MOS
5
MGO One Seven
Ohio
$3.7M 106,910 +106,910 New
KWM
6
KFG Wealth Management
Indiana
$2.5M 72,176 +43,267 +150%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.35M 67,868 +2,320 +4%
TF
8
Trek Financial
Arizona
$2.01M 58,190 +58,190 New
CVA
9
Central Valley Advisors
California
$1.74M 50,381 +34,820 +224%
BWM
10
Buska Wealth Management
Wisconsin
$1.5M 43,316 +510 +1%
SAG
11
SageView Advisory Group
California
$1.5M 43,246 +29,782 +221%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.16M 33,529 +26,969 +411%
SWM
13
Spire Wealth Management
Virginia
$1.16M 33,467 +17,005 +103%
KAS
14
Kestra Advisory Services
Texas
$1.04M 29,996 +17,313 +137%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.02M 29,459 +23,152 +367%
CRWM
16
Castle Rock Wealth Management
California
$981K 27,753 -852 -3%
AWM
17
AE Wealth Management
Kansas
$828K 23,913 +2,427 +11%
Jane Street
18
Jane Street
New York
$815K 23,544 +15,839 +206%
AWM
19
Atticus Wealth Management
Florida
$754K 21,778 – –
AWA
20
Arete Wealth Advisors
Illinois
$708K 20,432 -741 -3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$612K 17,686 +3,721 +27%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$562K 16,232 +16,232 New
AA
23
Armis Advisers
Georgia
$557K 16,078 +16,078 New
LPL Financial
24
LPL Financial
California
$554K 15,998 +3,156 +25%
Truist Financial
25
Truist Financial
North Carolina
$506K 14,612 +14,612 New
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