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Innovator US Equity Buffer ETF December

89 hedge funds and large institutions have $107M invested in Innovator US Equity Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

7% more funds holding

Funds holding: 8389 (+6)

6% more capital invested

Capital invested by funds: $100M → $107M (+$6.38M)

4.1% more ownership

Funds ownership: 66.49%70.59% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

56% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 34

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
15
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
51
Archer Investment Corporation
Indiana
$406K
FFN
52
Focus Financial Network
Minnesota
$351K -$513 -13 -0.1%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$346K -$377K -9,569 -53%
SWP
54
Stratos Wealth Partners
Ohio
$345K
VBFP
55
Valtinson Bruner Financial Planning
Minnesota
$330K -$249K -6,313 -44%
JWBC
56
John W. Brooker & Co
California
$323K
LF
57
Lantz Financial
Illinois
$320K -$237 -6 -0.1%
LSA
58
Lion Street Advisors
Texas
$314K
SFA
59
Souders Financial Advisors
Ohio
$306K
ALS
60
Andrew L. Share
$305K
MA
61
Mutual Advisors
Nebraska
$292K -$1.54M -39,098 -84%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$285K
CAM
63
Cresset Asset Management
Illinois
$268K
TC
64
TownSquare Capital
Utah
$258K -$301K -7,640 -55%
WCG
65
Weaver Consulting Group
California
$253K
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$250K +$243K +6,165 New
KCM
67
Kathmere Capital Management
Pennsylvania
$249K -$58.6K -1,485 -19%
ORG
68
Optimist Retirement Group
Washington
$226K
NFG
69
Nations Financial Group
Iowa
$223K -$182K -4,607 -46%
OCM
70
Orion Capital Management
California
$203K
HI
71
Harbour Investments
Wisconsin
$189K -$3.47K -88 -2%
PS
72
Principal Securities
Iowa
$187K
IA
73
IFP Advisors
Florida
$186K
AF
74
Allworth Financial
California
$146K +$142K +3,601 New
LFG
75
Larson Financial Group
Missouri
$145K