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Innovator US Equity Buffer ETF December

102 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 10 funds opening new positions, 12 increasing their positions, 44 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 (-$8.8M)

73% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 44

Holders
102
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