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Innovator US Equity Buffer ETF December

100 hedge funds and large institutions have $140M invested in Innovator US Equity Buffer ETF December in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $149M → $140M (-$9.08M)

72% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 43

Holders
100
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BCS Wealth Management
Tennessee
$1.32M
FA
27
FSA Advisors
Michigan
$1.23M
GAA
28
Global Assets Advisory
Florida
$1.22M
BPA
29
Beacon Pointe Advisors
California
$1.09M
TFS
30
Thoroughbred Financial Services
Tennessee
$1.02M
FCFC
31
First Commonwealth Financial Corp
Pennsylvania
$869K
BA
32
Bellwether Advisors
Nebraska
$856K
PIAS
33
PCA Investment Advisory Services
Ohio
$851K
CW
34
CreativeOne Wealth
Kansas
$835K
VFPW
35
Vantage Financial Partners (Wisconsin)
Wisconsin
$819K
DFA
36
DHJJ Financial Advisors
Illinois
$804K
W
37
Wealthquest
Ohio
$798K
SCA
38
Snowden Capital Advisors
New York
$770K
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$741K
BFA
40
Beacon Financial Advisory
Ohio
$727K
TSW
41
Three Seasons Wealth
Utah
$656K
MAM
42
Milestone Asset Management
Pennsylvania
$638K
IWM
43
IMG Wealth Management
Florida
$617K
OWA
44
Outlook Wealth Advisors
Texas
$615K
FI
45
FWG Investments
Kentucky
$588K
KWM
46
KFG Wealth Management
Indiana
$562K
LF
47
Lantz Financial
Illinois
$539K
MA
48
Mutual Advisors
Nebraska
$537K
VBFP
49
Valtinson Bruner Financial Planning
Minnesota
$504K
SPC
50
Sigma Planning Corp
Michigan
$500K