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Innovator US Equity Buffer ETF December

69 hedge funds and large institutions have $60.5M invested in Innovator US Equity Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

11% more funds holding

Funds holding: 6269 (+7)

2% more capital invested

Capital invested by funds: $59.2M → $60.5M (+$1.3M)

3.01% less ownership

Funds ownership: 60.59%57.58% (-3%)

Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
20
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
51
Bedel Financial Consulting
Indiana
$218K
OCM
52
Orion Capital Management
California
$179K
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$174K -$23K -696 -12%
LFG
54
Larson Financial Group
Missouri
$153K +$149K +4,517 New
CFD
55
Creative Financial Designs
Indiana
$135K
Morgan Stanley
56
Morgan Stanley
New York
$135K
HI
57
Harbour Investments
Wisconsin
$114K
UBS Group
58
UBS Group
Switzerland
$113K +$111K +3,344 New
IA
59
IFP Advisors
Florida
$113K -$152K -4,591 -52%
AF
60
Advisornet Financial
Minnesota
$104K
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$91K -$47.9K -1,449 -35%
ASN
62
Advisory Services Network
Georgia
$87K
CAL
63
Capital Analysts LLC
Pennsylvania
$81K
PA
64
Parallel Advisors
California
$80.5K
SWM
65
Spire Wealth Management
Virginia
$60.9K +$59.5K +1,800 New
SPIA
66
Steward Partners Investment Advisory
New York
$51.3K
EWA
67
EverSource Wealth Advisors
Alabama
$31K +$30.3K +916 New
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$5.66K -$60.9K -1,841 -1%
AAS
69
Ameritas Advisory Services
Nebraska
$1.7K +$1.65K +50 New
WIA
70
World Investment Advisors
California
-$229K -7,578 Closed
Wolverine Trading
71
Wolverine Trading
Illinois
-$211K -6,601 Closed
BCM
72
Brookstone Capital Management
Illinois
-$202K -6,245 Closed
USCWA
73
U.S. Capital Wealth Advisors
Texas
-$19.1K -600 Closed