We are live on ! Find out more
BDEC icon

Innovator US Equity Buffer ETF December

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 8986 (-3)

7.1% less ownership

Funds ownership: 70.59%63.49% (-7.1%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

18% less capital invested

Capital invested by funds: $107M → $87.4M (-$19.5M)

74% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 35

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.24%
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
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
51
Valtinson Bruner Financial Planning
Minnesota
$340K
FFA
52
Fragasso Financial Advisors
Pennsylvania
$328K -$122K -2,987 -28%
SFA
53
Souders Financial Advisors
Ohio
$315K
ALS
54
Andrew L. Share
$314K
LF
55
Lantz Financial
Illinois
$314K -$16.1K -393 -5%
MA
56
Mutual Advisors
Nebraska
$302K
BFEC
57
Benjamin F. Edwards & Company
Missouri
$290K -$4.08K -100 -1%
CAM
58
Cresset Asset Management
Illinois
$276K
WCG
59
Weaver Consulting Group
California
$261K
KCM
60
Kathmere Capital Management
Pennsylvania
$257K
ORG
61
Optimist Retirement Group
Washington
$233K
NFG
62
Nations Financial Group
Iowa
$230K
OCM
63
Orion Capital Management
California
$210K
SWA
64
Stratos Wealth Advisors
Ohio
$203K +$198K +4,841 New
AWS
65
Atria Wealth Solutions
New York
$200K +$195K +4,774 New
HI
66
Harbour Investments
Wisconsin
$195K
PS
67
Principal Securities
Iowa
$193K
IA
68
IFP Advisors
Florida
$192K
SS
69
Sunbelt Securities
Texas
$125K
JP Morgan Chase
70
JP Morgan Chase
New York
$122K +$118K +2,900 New
AF
71
Allworth Financial
California
$118K -$32.1K -785 -22%
CAL
72
Capital Analysts LLC
Pennsylvania
$118K
PA
73
Parallel Advisors
California
$91.4K
CA
74
Continuum Advisory
Idaho
$82.8K -$163 -4 -0.2%
FNWA
75
Financial Network Wealth Advisors
Utah
$80.6K +$78.6K +1,924 New