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Innovator US Equity Buffer ETF December

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.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2.77% more ownership

Funds ownership: 60.92%63.68% (+2.8%)

0% more funds holding

Funds holding: 6464 (0)

10% less capital invested

Capital invested by funds: $69.4M → $62.3M (-$7.06M)

72% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 29

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
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$236K
WCG
52
Weaver Consulting Group
California
$230K
OCM
53
Orion Capital Management
California
$175K +$181K +5,000 New
Morgan Stanley
54
Morgan Stanley
New York
$139K
LFG
55
Larson Financial Group
Missouri
$131K
HI
56
Harbour Investments
Wisconsin
$118K
IA
57
IFP Advisors
Florida
$113K -$25.4K -700 -18%
AF
58
Advisornet Financial
Minnesota
$107K
CAL
59
Capital Analysts LLC
Pennsylvania
$84K
PA
60
Parallel Advisors
California
$76.2K -$7.25K -200 -8%
SWM
61
Spire Wealth Management
Virginia
$62.9K
SPIA
62
Steward Partners Investment Advisory
New York
$53K
EWA
63
EverSource Wealth Advisors
Alabama
$32K
Fidelity Investments
64
Fidelity Investments
Massachusetts
$105 +$109 +3 New
BTI
65
Blue Trust Inc
Georgia
-$1.45M -42,891 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
-$664K -18,317 Closed
CW
67
CreativeOne Wealth
Kansas
-$266K -7,352 Closed
GS
68
GTS Securities
New York
-$215K -5,945 Closed
CFD
69
Creative Financial Designs
Indiana
-$145K -4,000 Closed
UBS Group
70
UBS Group
Switzerland
-$95.1K -2,624 Closed
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
-$75.6K -2,088 Closed