We are live on ! Find out more
BDEC icon

Innovator US Equity Buffer ETF December

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.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $44.4M → $53.5M (+$9.14M)

5.78% more ownership

Funds ownership: 49.28%55.06% (+5.8%)

2% more funds holding

Funds holding: 4647 (+1)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BCS Wealth Management
Tennessee
$273K
CC
27
Cedar Capital
Illinois
$268K
SS
28
Sunbelt Securities
Texas
$263K -$723K -23,296 -74%
OWA
29
Outlook Wealth Advisors
Texas
$260K -$21.1K -679 -8%
HI
30
Harbour Investments
Wisconsin
$236K +$230K +7,405 New
WCG
31
Weaver Consulting Group
California
$220K -$76.4K -2,463 -26%
SIA
32
Soltis Investment Advisors
Utah
$208K +$203K +6,542 New
Citadel Advisors
33
Citadel Advisors
Florida
$205K +$200K +6,438 New
HFA
34
Hoover Financial Advisors
Pennsylvania
$156K
ED
35
Exane Derivatives
France
$132K
Morgan Stanley
36
Morgan Stanley
New York
$127K
IA
37
IFP Advisors
Florida
$126K -$332K -10,705 -73%
OCM
38
Orion Capital Management
California
$105K
IFAM
39
Institutional & Family Asset Management
Colorado
$101K -$29K -935 -23%
FPW
40
Flagship Private Wealth
Massachusetts
$64.4K
UBS Group
41
UBS Group
Switzerland
$33K +$32.1K +1,036 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$32K +$31K +1,000 New
GTAM
43
Global Trust Asset Management
Florida
$24K
NFG
44
Next Financial Group
Texas
$24K
BFC
45
Bedel Financial Consulting
Indiana
$19K -$15.4K -497 -46%
AWA
46
Arkadios Wealth Advisors
Georgia
$17K -$10.4K -336 -37%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2.02K +65 New
PCS
48
Personal CFO Solutions
New Jersey
-$5.45M -178,657 Closed
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
-$1.12M -36,691 Closed
Jane Street
50
Jane Street
New York
-$465K -15,252 Closed