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Innovator US Equity Buffer ETF December

64 hedge funds and large institutions have $62.3M invested in Innovator US Equity Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2.77% more ownership

Funds ownership: 60.92%63.68% (+2.8%)

0% more funds holding

Funds holding: 6464 (0)

10% less capital invested

Capital invested by funds: $69.4M → $62.3M (-$7.06M)

72% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 29

Holders
64
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
8
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
CoreCap Advisors
Michigan
$589K +$30.1K +829 +5%
CFS
27
CRA Financial Services
New Jersey
$581K -$230K -6,340 -28%
Citadel Advisors
28
Citadel Advisors
Florida
$546K +$147K +4,056 +35%
OMC
29
Old Mission Capital
Illinois
$536K -$337K -9,284 -38%
TC
30
TownSquare Capital
Utah
$503K +$521K +14,374 New
VBFP
31
Valtinson Bruner Financial Planning
Minnesota
$488K -$2.87K -79 -0.6%
SPC
32
Sigma Planning Corp
Michigan
$473K -$23.4K -644 -5%
DFA
33
DHJJ Financial Advisors
Illinois
$470K -$20.5K -565 -4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$453K -$115K -3,176 -20%
AAP
35
Arax Advisory Partners
Colorado
$450K
PIAS
36
PCA Investment Advisory Services
Ohio
$423K
RJFSA
37
Raymond James Financial Services Advisors
Florida
$405K +$420K +11,590 New
SCA
38
Snowden Capital Advisors
New York
$374K +$388K +10,702 New
AIC
39
Archer Investment Corporation
Indiana
$350K
NFG
40
Nations Financial Group
Iowa
$339K
FFA
41
Fragasso Financial Advisors
Pennsylvania
$315K
KAS
42
Kestra Advisory Services
Texas
$312K -$414K -11,409 -56%
LSA
43
Lion Street Advisors
Texas
$287K +$298K +8,207 New
RA
44
RFG Advisory
Alabama
$270K -$290 -8 -0.1%
KCM
45
Kathmere Capital Management
Pennsylvania
$269K -$10.2K -280 -4%
LF
46
Lantz Financial
Illinois
$266K -$870 -24 -0.3%
SFA
47
Souders Financial Advisors
Ohio
$263K
ALS
48
Andrew L. Share
$262K +$272K +7,500 New
OWA
49
Outlook Wealth Advisors
Texas
$250K -$53.5K -1,474 -17%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$246K