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Innovator US Equity Buffer ETF December

97 hedge funds and large institutions have $140M invested in Innovator US Equity Buffer ETF December in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

4% more funds holding

Funds holding: 9397 (+4)

43% less capital invested

Capital invested by funds: $245M → $140M (-$105M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

60.42% less ownership

Funds ownership: 127.61%67.2% (-60%)

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
32
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
FSA Advisors
Michigan
$1.1M +$578K +13,379 +103%
TFS
27
Thoroughbred Financial Services
Tennessee
$1.06M +$25K +579 +2%
OMC
28
Old Mission Capital
Illinois
$986K +$1.02M +23,566 New
AWA
29
Arkadios Wealth Advisors
Georgia
$949K +$980K +22,681 New
BPA
30
Beacon Pointe Advisors
California
$900K +$62.6K +1,448 +7%
SCA
31
Snowden Capital Advisors
New York
$875K
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$872K +$10.4K +240 +1%
VFPW
33
Vantage Financial Partners (Wisconsin)
Wisconsin
$821K -$40K -925 -5%
IWM
34
IMG Wealth Management
Florida
$787K +$242K +5,590 +42%
FCFC
35
First Commonwealth Financial Corp
Pennsylvania
$760K +$77.2K +1,785 +11%
BA
36
Bellwether Advisors
Nebraska
$748K
PIAS
37
PCA Investment Advisory Services
Ohio
$739K +$8.64K +200 +1%
CW
38
CreativeOne Wealth
Kansas
$733K +$27.1K +626 +4%
DFA
39
DHJJ Financial Advisors
Illinois
$707K +$4.11K +95 +0.6%
W
40
Wealthquest
Ohio
$706K -$116K -2,674 -14%
BFA
41
Beacon Financial Advisory
Ohio
$654K +$6.05K +140 +0.9%
MAM
42
Milestone Asset Management
Pennsylvania
$580K -$67.6K -1,565 -10%
TSW
43
Three Seasons Wealth
Utah
$573K
FI
44
FWG Investments
Kentucky
$570K -$158K -3,666 -21%
AAP
45
Arax Advisory Partners
Colorado
$559K -$8.17K -189 -1%
OWA
46
Outlook Wealth Advisors
Texas
$537K +$69.6K +1,611 +14%
SPC
47
Sigma Planning Corp
Michigan
$522K +$10.2K +237 +2%
VBFP
48
Valtinson Bruner Financial Planning
Minnesota
$507K -$1.08K -25 -0.2%
KWM
49
KFG Wealth Management
Indiana
$490K
LF
50
Lantz Financial
Illinois
$490K