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Innovator US Equity Buffer ETF December

89 hedge funds and large institutions have $107M invested in Innovator US Equity Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

7% more funds holding

Funds holding: 8389 (+6)

6% more capital invested

Capital invested by funds: $100M → $107M (+$6.38M)

4.1% more ownership

Funds ownership: 66.49%70.59% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

56% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 34

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
15
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
26
Thoroughbred Financial Services
Tennessee
$968K -$59.1K -1,500 -6%
BPA
27
Beacon Pointe Advisors
California
$938K -$12.1K -306 -1%
BA
28
Bellwether Advisors
Nebraska
$913K -$99.5K -2,523 -10%
Jane Street
29
Jane Street
New York
$891K +$301K +7,644 +53%
OMC
30
Old Mission Capital
Illinois
$883K +$858K +21,748 New
W
31
Wealthquest
Ohio
$808K -$7.31M -185,283 -90%
SPC
32
Sigma Planning Corp
Michigan
$799K +$402K +10,190 +107%
PIAS
33
PCA Investment Advisory Services
Ohio
$721K +$5.88K +149 +0.8%
MAM
34
Milestone Asset Management
Pennsylvania
$711K -$2.17K -55 -0.3%
DFA
35
DHJJ Financial Advisors
Illinois
$698K
KAS
36
Kestra Advisory Services
Texas
$693K +$76.2K +1,933 +13%
RA
37
RFG Advisory
Alabama
$659K +$296K +7,500 +86%
Citadel Advisors
38
Citadel Advisors
Florida
$656K +$637K +16,162 New
BFA
39
Beacon Financial Advisory
Ohio
$601K -$19.7K -500 -3%
SCA
40
Snowden Capital Advisors
New York
$594K
FA
41
FSA Advisors
Michigan
$542K +$14.7K +373 +3%
MHS
42
M Holdings Securities
Oregon
$534K +$518K +13,150 New
CFS
43
CRA Financial Services
New Jersey
$532K -$39.4K -1,000 -7%
AAP
44
Arax Advisory Partners
Colorado
$502K -$2.88K -73 -0.6%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$498K -$216K -5,472 -31%
KWM
46
KFG Wealth Management
Indiana
$476K -$204K -5,168 -31%
AWM
47
AE Wealth Management
Kansas
$463K -$296K -7,499 -40%
TSW
48
Three Seasons Wealth
Utah
$460K
OWA
49
Outlook Wealth Advisors
Texas
$457K -$56.8K -1,441 -11%
FFA
50
Fragasso Financial Advisors
Pennsylvania
$439K