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Innovator US Equity Ultra Buffer ETF November
UNOV

Overview Fund Activity

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
Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.68%
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
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$24.4M
2
TPW
Talon Private Wealth
Florida
+$23.2M
3
IWM
IHT Wealth Management
Illinois
+$3.36M
4
OMC
Old Mission Capital
Illinois
+$822K
5
PCA
Prosperity Capital Advisors
Ohio
+$551K

Top Sellers

1
TF
Trek Financial
Arizona
-$1.23M
2
Jane Street
Jane Street
New York
-$815K
3
KWM
KFG Wealth Management
Indiana
-$643K
4
FA
Fermata Advisors
California
-$350K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$315K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$56M +$24.4M +718,817 +77%
TPW
2
Talon Private Wealth
Florida
$32.8M +$23.2M +684,289 +242%
PCA
3
Prosperity Capital Advisors
Ohio
$4.37M +$551K +16,192 +14%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.31M +$246K +7,246 +6%
MOS
5
MGO One Seven
Ohio
$3.42M -$210K -6,178 -6%
IWM
6
IHT Wealth Management
Illinois
$3.36M +$3.36M +98,318 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.36M +$55.1K +1,623 +2%
KWM
8
KFG Wealth Management
Indiana
$1.81M -$643K -18,945 -26%
CVA
9
Central Valley Advisors
California
$1.71M -$3.4K -100 -0.2%
SAG
10
SageView Advisory Group
California
$1.46M -$10.2K -300 -0.7%
BWM
11
Buska Wealth Management
Wisconsin
$1.43M -$44.1K -1,299 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.09M -$51K -1,501 -4%
SWM
13
Spire Wealth Management
Virginia
$1.01M -$127K -3,739 -11%
MML Investors Services
14
MML Investors Services
Massachusetts
$993K -$6.86K -202 -0.7%
CRWM
15
Castle Rock Wealth Management
California
$944K – – –
KAS
16
Kestra Advisory Services
Texas
$895K -$123K -3,632 -12%
OMC
17
Old Mission Capital
Illinois
$822K +$822K +24,218 New
AWM
18
AE Wealth Management
Kansas
$817K +$5.06K +149 +0.6%
TF
19
Trek Financial
Arizona
$748K -$1.23M -36,153 -62%
AWM
20
Atticus Wealth Management
Florida
$739K – – –
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$703K +$103K +3,030 +17%
AWA
22
Arete Wealth Advisors
Illinois
$623K -$70.8K -2,085 -10%
LPL Financial
23
LPL Financial
California
$565K +$21.5K +632 +4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$529K +$95.6K +2,815 +22%
AA
25
Armis Advisers
Georgia
$499K -$46.7K -1,377 -9%
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