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Innovator US Equity Buffer ETF December
BDEC

Overview Fund Activity

93 hedge funds and large institutions have $245M invested in Innovator US Equity Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% 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
18
Increased
38
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
1
Stuart Chaussee & Associates
California
$113M
2
BCM
2
Brookstone Capital Management
Illinois
$23.3M
3
CAM
3
Cresset Asset Management
Illinois
$4.7M
4
Cerity Partners
4
Cerity Partners
New York
$5.98M
5
William Blair & Company
5
William Blair & Company
Illinois
$3.43M

Top Sellers

1
BIM
1
Bullseye Investment Management
Ohio
$2.35M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
CA
3
CoreCap Advisors
Michigan
$435K
4
OMC
4
Old Mission Capital
Illinois
$0
5
LPL Financial
5
LPL Financial
California
$1.86M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
26
Snowden Capital Advisors
New York
$901K 20,902 +10,200 +95%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$888K 20,593 +5,635 +38%
VFPW
28
Vantage Financial Partners (Wisconsin)
Wisconsin
$885K 20,540 +2,207 +12%
BPA
29
Beacon Pointe Advisors
California
$864K 20,053 +6,765 +51%
W
30
Wealthquest
Ohio
$843K 19,548 – –
BA
31
Bellwether Advisors
Nebraska
$770K 17,868 – –
PIAS
32
PCA Investment Advisory Services
Ohio
$753K 17,467 +200 +1%
FI
33
FWG Investments
Kentucky
$745K 17,275 +17,275 New
CW
34
CreativeOne Wealth
Kansas
$728K 16,881 +16,881 New
DFA
35
DHJJ Financial Advisors
Illinois
$724K 16,792 +1,122 +7%
FCFC
36
First Commonwealth Financial Corp
Pennsylvania
$706K 16,378 +16,378 New
BFA
37
Beacon Financial Advisory
Ohio
$668K 15,495 +2,262 +17%
MAM
38
Milestone Asset Management
Pennsylvania
$665K 15,424 -194 -1%
IWM
39
IHT Wealth Management
Illinois
$656K 15,224 +15,224 New
TSW
40
Three Seasons Wealth
Utah
$590K 13,683 +2,308 +20%
AAP
41
Arax Advisory Partners
Colorado
$584K 13,539 +1,335 +11%
IWM
42
IMG Wealth Management
Florida
$570K 13,222 +13,222 New
FA
43
FSA Advisors
Michigan
$559K 12,967 -378 -3%
RA
44
RFG Advisory
Alabama
$553K 12,833 +176 +1%
SB
45
Strategic Blueprint
Georgia
$548K 12,704 +12,704 New
SPC
46
Sigma Planning Corp
Michigan
$528K 12,242 -3,011 -20%
VBFP
47
Valtinson Bruner Financial Planning
Minnesota
$524K 12,146 +4,025 +50%
GS
48
GWN Securities
Florida
$511K 11,592 +11,592 New
KWM
49
KFG Wealth Management
Indiana
$505K 11,715 – –
LF
50
Lantz Financial
Illinois
$505K 11,710 +4,227 +56%
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