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Innovator US Equity Buffer ETF December
BDEC

Overview Fund Activity

86 hedge funds and large institutions have $87.4M invested in Innovator US Equity Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
9
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$6.27M
2
CB
2
Chris Bulman
California
$1.9M
3
PCM
3
Penserra Capital Management
California
$9.93M
4
OMC
4
Old Mission Capital
Illinois
$1.29M
5
LPL Financial
5
LPL Financial
California
$1.81M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$735K
2
BIM
2
Bullseye Investment Management
Ohio
$9.91M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.5M
5
AGA
5
Accuvest Global Advisors
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VBFP
51
Valtinson Bruner Financial Planning
Minnesota
$340K 8,121 – –
FFA
52
Fragasso Financial Advisors
Pennsylvania
$328K 7,818 -2,987 -28%
SFA
53
Souders Financial Advisors
Ohio
$315K 7,525 – –
ALS
54
Andrew L. Share
$314K 7,500 – –
LF
55
Lantz Financial
Illinois
$314K 7,483 -393 -5%
MA
56
Mutual Advisors
Nebraska
$302K 7,192 – –
BFEC
57
Benjamin F. Edwards & Company
Missouri
$290K 6,925 -100 -1%
CAM
58
Cresset Asset Management
Illinois
$276K 6,594 – –
WCG
59
Weaver Consulting Group
California
$261K 6,234 – –
KCM
60
Kathmere Capital Management
Pennsylvania
$257K 6,142 – –
ORG
61
Optimist Retirement Group
Washington
$233K 5,554 – –
NFG
62
Nations Financial Group
Iowa
$230K 5,493 – –
OCM
63
Orion Capital Management
California
$210K 5,000 – –
SWA
64
Stratos Wealth Advisors
Ohio
$203K 4,841 +4,841 New
AWS
65
Atria Wealth Solutions
New York
$200K 4,774 +4,774 New
HI
66
Harbour Investments
Wisconsin
$195K 4,656 – –
PS
67
Principal Securities
Iowa
$193K 4,614 – –
IA
68
IFP Advisors
Florida
$192K 4,588 – –
SS
69
Sunbelt Securities
Texas
$125K 2,979 – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$122K 2,900 +2,900 New
AF
71
Allworth Financial
California
$118K 2,816 -785 -22%
CAL
72
Capital Analysts LLC
Pennsylvania
$118K 2,808 – –
PA
73
Parallel Advisors
California
$91.4K 2,180 – –
CA
74
Continuum Advisory
Idaho
$82.8K 1,975 -4 -0.2%
FNWA
75
Financial Network Wealth Advisors
Utah
$80.6K 1,924 +1,924 New
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