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Innovator US Equity Buffer ETF December

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 8986 (-3)

7.1% less ownership

Funds ownership: 70.59%63.49% (-7.1%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

18% less capital invested

Capital invested by funds: $107M → $87.4M (-$19.5M)

74% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 35

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.24%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$735K -$8.91M -218,109 -93%
PIAS
27
PCA Investment Advisory Services
Ohio
$732K -$12.3K -300 -2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$725K -$822K -20,113 -54%
DFA
29
DHJJ Financial Advisors
Illinois
$709K -$11.2K -275 -2%
RA
30
RFG Advisory
Alabama
$674K -$6.62K -162 -1%
SPC
31
Sigma Planning Corp
Michigan
$672K -$150K -3,664 -19%
MAM
32
Milestone Asset Management
Pennsylvania
$658K -$73.4K -1,797 -10%
BFA
33
Beacon Financial Advisory
Ohio
$620K
OWA
34
Outlook Wealth Advisors
Texas
$617K
SCA
35
Snowden Capital Advisors
New York
$613K
BPA
36
Beacon Pointe Advisors
California
$587K -$372K -9,099 -39%
FA
37
FSA Advisors
Michigan
$559K
CFS
38
CRA Financial Services
New Jersey
$549K
AAP
39
Arax Advisory Partners
Colorado
$515K -$3.1K -76 -0.6%
MHS
40
M Holdings Securities
Oregon
$509K -$40.6K -995 -8%
KWM
41
KFG Wealth Management
Indiana
$491K
RJFSA
42
Raymond James Financial Services Advisors
Florida
$483K -$30.6K -750 -6%
TSW
43
Three Seasons Wealth
Utah
$477K
AWM
44
AE Wealth Management
Kansas
$471K -$6.9K -169 -1%
AIC
45
Archer Investment Corporation
Indiana
$419K
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$379K +$21.4K +525 +6%
FFN
47
Focus Financial Network
Minnesota
$374K
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$357K +$95.8K +2,344 +38%
SWP
49
Stratos Wealth Partners
Ohio
$356K
LSA
50
Lion Street Advisors
Texas
$344K