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Innovator US Equity Buffer ETF December
BDEC

Overview Fund Activity

64 hedge funds and large institutions have $69.4M invested in Innovator US Equity Buffer ETF December in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
64
Holders Change
-5
Holders Change %
-7.25%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$1.45M
2
BPA
2
Beacon Pointe Advisors
California
$2.02M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$585K
4
OMC
4
Old Mission Capital
Illinois
$892K
5
KWM
5
KFG Wealth Management
Indiana
$848K

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$2.86M
2
W
2
Wealthquest
Ohio
$9.45M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.19M
4
Citadel Advisors
4
Citadel Advisors
Florida
$419K
5
MHS
5
M Holdings Securities
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GS
51
GTS Securities
New York
$215K 5,945 +5,945 New
CFD
52
Creative Financial Designs
Indiana
$145K 4,000 – –
Morgan Stanley
53
Morgan Stanley
New York
$144K 3,980 – –
IA
54
IFP Advisors
Florida
$143K 3,945 -350 -8%
LFG
55
Larson Financial Group
Missouri
$136K 3,744 -773 -17%
HI
56
Harbour Investments
Wisconsin
$122K 3,379 – –
AF
57
Advisornet Financial
Minnesota
$111K 3,067 – –
UBS Group
58
UBS Group
Switzerland
$95.1K 2,624 -720 -22%
CAL
59
Capital Analysts LLC
Pennsylvania
$87K 2,402 – –
PA
60
Parallel Advisors
California
$86.2K 2,380 – –
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$75.6K 2,088 -3,050 -59%
SWM
62
Spire Wealth Management
Virginia
$65.2K 1,800 – –
SPIA
63
Steward Partners Investment Advisory
New York
$54.9K 1,516 – –
EWA
64
EverSource Wealth Advisors
Alabama
$33.2K 916 – –
MHS
65
M Holdings Securities
Oregon
– – -10,798 Closed
FCFC
66
First Commonwealth Financial Corp
Pennsylvania
– – -8,239 Closed
LSA
67
Lion Street Advisors
Texas
– – -8,207 Closed
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
– – -7,839 Closed
Cerity Partners
69
Cerity Partners
New York
– – -7,428 Closed
BFC
70
Bedel Financial Consulting
Indiana
– – -6,432 Closed
OCM
71
Orion Capital Management
California
– – -5,300 Closed
ASN
72
Advisory Services Network
Georgia
– – -2,570 Closed
AAS
73
Ameritas Advisory Services
Nebraska
– – -50 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
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