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Innovator US Equity Buffer ETF December

85 hedge funds and large institutions have $86.8M invested in Innovator US Equity Buffer ETF December in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 40 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.99% more ownership

Funds ownership: 63.49%66.47% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1% less capital invested

Capital invested by funds: $87.4M → $86.8M (-$605K)

1% less funds holding

Funds holding: 8685 (-1)

83% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 40

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
7
Reduced
40
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
26
DHJJ Financial Advisors
Illinois
$675K -$52.6K -1,243 -7%
MAM
27
Milestone Asset Management
Pennsylvania
$673K -$3.72K -88 -0.6%
SPC
28
Sigma Planning Corp
Michigan
$657K -$32.6K -771 -5%
KAS
29
Kestra Advisory Services
Texas
$656K -$210K -4,965 -25%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$644K -$430K -10,173 -40%
FA
31
FSA Advisors
Michigan
$574K
BPA
32
Beacon Pointe Advisors
California
$572K -$30.4K -718 -5%
BFA
33
Beacon Financial Advisory
Ohio
$570K -$66.2K -1,564 -11%
RA
34
RFG Advisory
Alabama
$545K -$145K -3,422 -21%
AAP
35
Arax Advisory Partners
Colorado
$526K -$3.51K -83 -0.7%
KWM
36
KFG Wealth Management
Indiana
$505K
TSW
37
Three Seasons Wealth
Utah
$490K
OWA
38
Outlook Wealth Advisors
Texas
$483K -$1.56K -37 -0.3%
CFS
39
CRA Financial Services
New Jersey
$467K -$95.8K -2,265 -17%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$464K -$31.6K -748 -6%
SCA
41
Snowden Capital Advisors
New York
$461K -$166K -3,930 -27%
AWM
42
AE Wealth Management
Kansas
$460K -$24K -568 -5%
AIC
43
Archer Investment Corporation
Indiana
$431K
FFN
44
Focus Financial Network
Minnesota
$382K
SWP
45
Stratos Wealth Partners
Ohio
$366K
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$365K -$24.8K -586 -6%
LSA
47
Lion Street Advisors
Texas
$354K
VBFP
48
Valtinson Bruner Financial Planning
Minnesota
$350K
FFA
49
Fragasso Financial Advisors
Pennsylvania
$325K -$12.1K -285 -4%
SFA
50
Souders Financial Advisors
Ohio
$324K