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Innovator US Equity Buffer ETF December

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.

New
Increased
Maintained
Reduced
Closed

182% more capital invested

Capital invested by funds: $86.8M → $245M (+$158M)

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

61.14% more ownership

Funds ownership: 66.47%127.61% (+61%)

9% more funds holding

Funds holding: 8593 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% 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
18
Increased
38
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Snowden Capital Advisors
New York
$901K +$444K +10,200 +95%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$888K +$245K +5,635 +38%
VFPW
28
Vantage Financial Partners (Wisconsin)
Wisconsin
$885K +$96K +2,207 +12%
BPA
29
Beacon Pointe Advisors
California
$864K +$294K +6,765 +51%
W
30
Wealthquest
Ohio
$843K
BA
31
Bellwether Advisors
Nebraska
$770K
PIAS
32
PCA Investment Advisory Services
Ohio
$753K +$8.7K +200 +1%
FI
33
FWG Investments
Kentucky
$745K +$751K +17,275 New
CW
34
CreativeOne Wealth
Kansas
$728K +$734K +16,881 New
DFA
35
DHJJ Financial Advisors
Illinois
$724K +$48.8K +1,122 +7%
FCFC
36
First Commonwealth Financial Corp
Pennsylvania
$706K +$712K +16,378 New
BFA
37
Beacon Financial Advisory
Ohio
$668K +$98.4K +2,262 +17%
MAM
38
Milestone Asset Management
Pennsylvania
$665K -$8.44K -194 -1%
IWM
39
IHT Wealth Management
Illinois
$656K +$662K +15,224 New
TSW
40
Three Seasons Wealth
Utah
$590K +$100K +2,308 +20%
AAP
41
Arax Advisory Partners
Colorado
$584K +$58.1K +1,335 +11%
IWM
42
IMG Wealth Management
Florida
$570K +$575K +13,222 New
FA
43
FSA Advisors
Michigan
$559K -$16.4K -378 -3%
RA
44
RFG Advisory
Alabama
$553K +$7.66K +176 +1%
SB
45
Strategic Blueprint
Georgia
$548K +$553K +12,704 New
SPC
46
Sigma Planning Corp
Michigan
$528K -$131K -3,011 -20%
VBFP
47
Valtinson Bruner Financial Planning
Minnesota
$524K +$175K +4,025 +50%
GS
48
GWN Securities
Florida
$511K +$504K +11,592 New
KWM
49
KFG Wealth Management
Indiana
$505K
LF
50
Lantz Financial
Illinois
$505K +$184K +4,227 +56%