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Innovator US Equity Buffer ETF December
BDEC

46 hedge funds and large institutions have $44.4M invested in Innovator US Equity Buffer ETF December in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

172% more capital invested

Capital invested by funds: $16.3M → $44.4M (+$28.1M)

142% more funds holding

Funds holding: 19 → 46 (+27)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

6.04% less ownership

Funds ownership: 55.32% → 49.28% (-6%)

Holders
46
Holders Change
+27
Holders Change %
+142.11%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
6
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$5.23M
2
PCS
Personal CFO Solutions
New Jersey
+$5.23M
3
BMM
Berkshire Money Management
Massachusetts
+$3.33M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.32M
5
VWA
Visionary Wealth Advisors
Illinois
+$2.1M

Top Sellers

1
IA
IFP Advisors
Florida
-$3.96M
2
SMC
Smith, Moore & Co
Missouri
-$3.29M
3
CAN
Cetera Advisor Networks
California
-$1.09M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.01M
5
PI
Parkside Investments
Illinois
-$737K
Name Holding Trade Value Shares
Change 		Change in
Stake
W
26
Wealthquest
Ohio
$299K +$287K +9,821 New
AAP
27
Arax Advisory Partners
Colorado
$297K +$32.9K +1,123 +13%
WCG
28
Weaver Consulting Group
California
$286K -$7.78K -266 -3%
SPC
29
Sigma Planning Corp
Michigan
$273K +$262K +8,942 New
OWA
30
Outlook Wealth Advisors
Texas
$270K +$259K +8,847 New
BWM
31
BCS Wealth Management
Tennessee
$261K +$250K +8,556 New
DFA
32
DHJJ Financial Advisors
Illinois
$260K +$250K +8,533 New
CC
33
Cedar Capital
Illinois
$257K +$246K +8,412 New
TWM
34
Tradition Wealth Management
Minnesota
$202K +$193K +6,606 New
HFA
35
Hoover Financial Advisors
Pennsylvania
$148K +$141K +4,812 New
ED
36
Exane Derivatives
France
$127K +$121K +4,151 New
IFAM
37
Institutional & Family Asset Management
Colorado
$125K +$120K +4,100 New
Morgan Stanley
38
Morgan Stanley
New York
$121K +$116K +3,980 New
TFS
39
TrustCore Financial Services
Tennessee
$113K +$108K +3,700 New
OCM
40
Orion Capital Management
California
$101K +$96.5K +3,300 New
FPW
41
Flagship Private Wealth
Massachusetts
$60.6K +$58.5K +2,000 New
ASN
42
Advisory Services Network
Georgia
$51K +$48.7K +1,666 New
BFC
43
Bedel Financial Consulting
Indiana
$33K +$27.6K +943 +633%
AWA
44
Arkadios Wealth Advisors
Georgia
$27K +$26.3K +900 New
GTAM
45
Global Trust Asset Management
Florida
$23K – – –
NFG
46
Next Financial Group
Texas
$23K +$21.9K +750 New
Citadel Advisors
47
Citadel Advisors
Florida
– -$1.01M -36,144 Closed
PI
48
Parkside Investments
Illinois
– -$737K -26,250 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$516K -18,391 Closed
SIA
50
Soltis Investment Advisors
Utah
– -$290K -10,329 Closed
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