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Innovator US Equity Buffer ETF December
BDEC

Overview Fund Activity

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.

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
–

Top Buyers

1
AGA
1
Accuvest Global Advisors
Utah
$1.48M
2
MPCL
2
My Personal CFO LLC
Washington
$1.88M
3
Citadel Advisors
3
Citadel Advisors
Florida
$813K
4
CA
4
Cetera Advisors
Colorado
$2.46M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$523K

Top Sellers

1
W
1
Wealthquest
Ohio
$9.76M
2
BWM
2
BCS Wealth Management
Tennessee
$873K
3
WIA
3
World Investment Advisors
California
$0
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
PCM
5
Penserra Capital Management
California
$2.99M
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
51
Bedel Financial Consulting
Indiana
$218K 6,432 – –
OCM
52
Orion Capital Management
California
$179K 5,300 – –
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$174K 5,138 -696 -12%
LFG
54
Larson Financial Group
Missouri
$153K 4,517 +4,517 New
CFD
55
Creative Financial Designs
Indiana
$135K 4,000 – –
Morgan Stanley
56
Morgan Stanley
New York
$135K 3,980 – –
HI
57
Harbour Investments
Wisconsin
$114K 3,379 – –
UBS Group
58
UBS Group
Switzerland
$113K 3,344 +3,344 New
IA
59
IFP Advisors
Florida
$113K 4,295 -4,591 -52%
AF
60
Advisornet Financial
Minnesota
$104K 3,067 – –
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$91K 2,679 -1,449 -35%
ASN
62
Advisory Services Network
Georgia
$87K 2,570 – –
CAL
63
Capital Analysts LLC
Pennsylvania
$81K 2,402 – –
PA
64
Parallel Advisors
California
$80.5K 2,380 – –
SWM
65
Spire Wealth Management
Virginia
$60.9K 1,800 +1,800 New
SPIA
66
Steward Partners Investment Advisory
New York
$51.3K 1,516 – –
EWA
67
EverSource Wealth Advisors
Alabama
$31K 916 +916 New
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$5.66K 167,322 -1,841 -1%
AAS
69
Ameritas Advisory Services
Nebraska
$1.7K 50 +50 New
WIA
70
World Investment Advisors
California
– – -7,578 Closed
Wolverine Trading
71
Wolverine Trading
Illinois
– – -6,601 Closed
BCM
72
Brookstone Capital Management
Illinois
– – -6,245 Closed
USCWA
73
U.S. Capital Wealth Advisors
Texas
– – -600 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
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