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Innovator US Equity Buffer ETF December
BDEC

Overview Fund Activity

47 hedge funds and large institutions have $53.5M invested in Innovator US Equity Buffer ETF December in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
9
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$6.25M
2
W
2
Wealthquest
Ohio
$4.97M
3
AA
3
Advisory Alpha
Michigan
$3.37M
4
BMM
4
Berkshire Money Management
Massachusetts
$6.68M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$945K

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$0
2
SIS
2
Sound Income Strategies
Florida
$296K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
KAS
4
Kestra Advisory Services
Texas
$388K
5
SS
5
Sunbelt Securities
Texas
$263K
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
26
BCS Wealth Management
Tennessee
$273K 8,556 – –
CC
27
Cedar Capital
Illinois
$268K 8,412 – –
SS
28
Sunbelt Securities
Texas
$263K 8,269 -23,296 -74%
OWA
29
Outlook Wealth Advisors
Texas
$260K 8,168 -679 -8%
HI
30
Harbour Investments
Wisconsin
$236K 7,405 +7,405 New
WCG
31
Weaver Consulting Group
California
$220K 6,898 -2,463 -26%
SIA
32
Soltis Investment Advisors
Utah
$208K 6,542 +6,542 New
Citadel Advisors
33
Citadel Advisors
Florida
$205K 6,438 +6,438 New
HFA
34
Hoover Financial Advisors
Pennsylvania
$156K 4,812 – –
ED
35
Exane Derivatives
France
$132K 4,151 – –
Morgan Stanley
36
Morgan Stanley
New York
$127K 3,980 – –
IA
37
IFP Advisors
Florida
$126K 3,961 -10,705 -73%
OCM
38
Orion Capital Management
California
$105K 3,300 – –
IFAM
39
Institutional & Family Asset Management
Colorado
$101K 3,165 -935 -23%
FPW
40
Flagship Private Wealth
Massachusetts
$64.4K 2,000 – –
UBS Group
41
UBS Group
Switzerland
$33K 1,036 +1,036 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$32K 1,000 +1,000 New
GTAM
43
Global Trust Asset Management
Florida
$24K 750 – –
NFG
44
Next Financial Group
Texas
$24K 750 – –
BFC
45
Bedel Financial Consulting
Indiana
$19K 595 -497 -46%
AWA
46
Arkadios Wealth Advisors
Georgia
$17K 564 -336 -37%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$2K 65 +65 New
PCS
48
Personal CFO Solutions
New Jersey
– – -178,657 Closed
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
– – -36,691 Closed
Jane Street
50
Jane Street
New York
– – -15,252 Closed
1
2
3