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Innovator US Equity Buffer ETF December
BDEC

Overview Fund Activity

86 hedge funds and large institutions have $87.4M invested in Innovator US Equity Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
9
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.27M
2
CB
2
Chris Bulman
California
$1.9M
3
PCM
3
Penserra Capital Management
California
$9.93M
4
OMC
4
Old Mission Capital
Illinois
$1.29M
5
LPL Financial
5
LPL Financial
California
$1.81M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$735K
2
BIM
2
Bullseye Investment Management
Ohio
$9.91M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.5M
5
AGA
5
Accuvest Global Advisors
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$735K 17,395 -218,109 -93%
PIAS
27
PCA Investment Advisory Services
Ohio
$732K 17,467 -300 -2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$725K 17,297 -20,113 -54%
DFA
29
DHJJ Financial Advisors
Illinois
$709K 16,913 -275 -2%
RA
30
RFG Advisory
Alabama
$674K 16,079 -162 -1%
SPC
31
Sigma Planning Corp
Michigan
$672K 16,024 -3,664 -19%
MAM
32
Milestone Asset Management
Pennsylvania
$658K 15,706 -1,797 -10%
BFA
33
Beacon Financial Advisory
Ohio
$620K 14,797 – –
OWA
34
Outlook Wealth Advisors
Texas
$617K 11,260 – –
SCA
35
Snowden Capital Advisors
New York
$613K 14,632 – –
BPA
36
Beacon Pointe Advisors
California
$587K 14,006 -9,099 -39%
FA
37
FSA Advisors
Michigan
$559K 13,345 – –
CFS
38
CRA Financial Services
New Jersey
$549K 13,100 – –
AAP
39
Arax Advisory Partners
Colorado
$515K 12,287 -76 -0.6%
MHS
40
M Holdings Securities
Oregon
$509K 12,155 -995 -8%
KWM
41
KFG Wealth Management
Indiana
$491K 11,715 – –
RJFSA
42
Raymond James Financial Services Advisors
Florida
$483K 11,518 -750 -6%
TSW
43
Three Seasons Wealth
Utah
$477K 11,375 – –
AWM
44
AE Wealth Management
Kansas
$471K 11,243 -169 -1%
AIC
45
Archer Investment Corporation
Indiana
$419K 10,000 – –
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$379K 9,048 +525 +6%
FFN
47
Focus Financial Network
Minnesota
$374K 8,859 – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$357K 8,509 +2,344 +38%
SWP
49
Stratos Wealth Partners
Ohio
$356K 8,490 – –
LSA
50
Lion Street Advisors
Texas
$344K 8,207 – –
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