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Innovator US Equity Buffer ETF December

54 hedge funds and large institutions have $54.9M invested in Innovator US Equity Buffer ETF December in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $45.4M → $54.9M (+$9.54M)

6% more funds holding

Funds holding: 5154 (+3)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.78% more ownership

Funds ownership: 55.31%56.09% (+0.78%)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
12
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$367K
MWM
27
Maltin Wealth Management
New Jersey
$354K +$132K +3,921 +61%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$339K -$149K -4,407 -31%
AIC
29
Archer Investment Corporation
Indiana
$335K
SS
30
Sunbelt Securities
Texas
$245K -$117K -3,473 -33%
OWA
31
Outlook Wealth Advisors
Texas
$245K +$11.9K +352 +5%
IA
32
IFP Advisors
Florida
$238K +$156K +4,633 +105%
LF
33
Lantz Financial
Illinois
$230K +$226K +6,708 New
MHS
34
M Holdings Securities
Oregon
$226K +$223K +6,594 New
SIA
35
Soltis Investment Advisors
Utah
$224K
OCM
36
Orion Capital Management
California
$216K
WCG
37
Weaver Consulting Group
California
$214K
VBFP
38
Valtinson Bruner Financial Planning
Minnesota
$203K +$205K +6,065 New
FCFC
39
First Commonwealth Financial Corp
Pennsylvania
$202K -$2.19K -65 -1%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$200K +$197K +5,829 New
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$197K
BFC
42
Bedel Financial Consulting
Indiana
$168K +$131K +3,890 +382%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$158K -$33.8K -1,000 -18%
TFS
44
TrustCore Financial Services
Tennessee
$147K +$145K +4,304 New
Morgan Stanley
45
Morgan Stanley
New York
$136K
TWM
46
Tradition Wealth Management
Minnesota
$95K
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$71.9K
ED
48
Exane Derivatives
France
$67.2K
AF
49
Advisornet Financial
Minnesota
$51K
APA
50
American Portfolios Advisors
New York
$36.6K