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Innovator US Equity Buffer ETF December
BDEC

Overview Fund Activity

64 hedge funds and large institutions have $62.3M invested in Innovator US Equity Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
8
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.68M
2
FIA
2
Foundations Investment Advisors
Arizona
$630K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.44M
4
TC
4
TownSquare Capital
Utah
$503K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.46M

Top Sellers

1
BTI
1
Blue Trust Inc
Georgia
$0
2
BPA
2
Beacon Pointe Advisors
California
$825K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5M
4
AGA
4
Accuvest Global Advisors
Utah
$806K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SS
51
Sunbelt Securities
Texas
$236K 6,739 – –
WCG
52
Weaver Consulting Group
California
$230K 6,584 – –
OCM
53
Orion Capital Management
California
$175K 5,000 +5,000 New
Morgan Stanley
54
Morgan Stanley
New York
$139K 3,980 – –
LFG
55
Larson Financial Group
Missouri
$131K 3,744 – –
HI
56
Harbour Investments
Wisconsin
$118K 3,379 – –
IA
57
IFP Advisors
Florida
$113K 3,245 -700 -18%
AF
58
Advisornet Financial
Minnesota
$107K 3,067 – –
CAL
59
Capital Analysts LLC
Pennsylvania
$84K 2,402 – –
PA
60
Parallel Advisors
California
$76.2K 2,180 -200 -8%
SWM
61
Spire Wealth Management
Virginia
$62.9K 1,800 – –
SPIA
62
Steward Partners Investment Advisory
New York
$53K 1,516 – –
EWA
63
EverSource Wealth Advisors
Alabama
$32K 916 – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$105 3 +3 New
BTI
65
Blue Trust Inc
Georgia
– – -42,891 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– – -18,317 Closed
CW
67
CreativeOne Wealth
Kansas
– – -7,352 Closed
GS
68
GTS Securities
New York
– – -5,945 Closed
CFD
69
Creative Financial Designs
Indiana
– – -4,000 Closed
UBS Group
70
UBS Group
Switzerland
– – -2,624 Closed
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
– – -2,088 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
– – – –
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