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Innovator US Equity Ultra Buffer ETF November

50 hedge funds and large institutions have $129M invested in Innovator US Equity Ultra Buffer ETF November in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more capital invested

Capital invested by funds: $81.3M → $129M (+$47.4M)

25.36% more ownership

Funds ownership: 84.49%109.85% (+25%)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 4950 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
10
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$56M +$25M +718,817 +77%
TPW
2
Talon Private Wealth
Florida
$32.8M +$23.8M +684,289 +242%
PCA
3
Prosperity Capital Advisors
Ohio
$4.37M +$563K +16,192 +14%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.31M +$252K +7,246 +6%
MOS
5
MGO One Seven
Ohio
$3.42M -$215K -6,178 -6%
IWM
6
IHT Wealth Management
Illinois
$3.36M +$3.42M +98,318 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.36M +$56.4K +1,623 +2%
KWM
8
KFG Wealth Management
Indiana
$1.81M -$658K -18,945 -26%
CVA
9
Central Valley Advisors
California
$1.71M -$3.47K -100 -0.2%
SAG
10
SageView Advisory Group
California
$1.46M -$10.4K -300 -0.7%
BWM
11
Buska Wealth Management
Wisconsin
$1.43M -$45.1K -1,299 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.09M -$52.2K -1,501 -4%
SWM
13
Spire Wealth Management
Virginia
$1.01M -$130K -3,739 -11%
MML Investors Services
14
MML Investors Services
Massachusetts
$993K -$7.02K -202 -0.7%
CRWM
15
Castle Rock Wealth Management
California
$944K
KAS
16
Kestra Advisory Services
Texas
$895K -$126K -3,632 -12%
OMC
17
Old Mission Capital
Illinois
$822K +$841K +24,218 New
AWM
18
AE Wealth Management
Kansas
$817K +$5.18K +149 +0.6%
TF
19
Trek Financial
Arizona
$748K -$1.26M -36,153 -62%
AWM
20
Atticus Wealth Management
Florida
$739K
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$703K +$105K +3,030 +17%
AWA
22
Arete Wealth Advisors
Illinois
$623K -$72.4K -2,085 -10%
LPL Financial
23
LPL Financial
California
$565K +$22K +632 +4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$529K +$97.8K +2,815 +22%
AA
25
Armis Advisers
Georgia
$499K -$47.8K -1,377 -9%

UNOV Hedge Fund Activity: Q1 2025 in Review

50 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF November (UNOV) for Q1 2025, worth a combined $129M — up 58% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UNOV positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 20 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $25M. The largest seller was Trek Financial, cutting an estimated $1.26M.

  • 50 institutional investors held Innovator US Equity Ultra Buffer ETF November (UNOV) as of Q1 2025, up from 49 in Q4 2024.
  • Funds reported $129M of Innovator US Equity Ultra Buffer ETF November stock for Q1 2025, up 58% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Ultra Buffer ETF November positions in Q1 2025 and 6 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Ultra Buffer ETF November buyer in Q1 2025 was Brookstone Capital Management, an estimated $25M added.
  • The largest Innovator US Equity Ultra Buffer ETF November seller in Q1 2025 was Trek Financial, an estimated $1.26M sold.

Based on aggregated 13F filings for Q1 2025.