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Innovator US Equity Buffer ETF December

85 hedge funds and large institutions have $86.8M invested in Innovator US Equity Buffer ETF December in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 40 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.99% more ownership

Funds ownership: 63.49%66.47% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1% less capital invested

Capital invested by funds: $87.4M → $86.8M (-$605K)

1% less funds holding

Funds holding: 8685 (-1)

83% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 40

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
7
Reduced
40
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ALS
51
Andrew L. Share
$323K
LF
52
Lantz Financial
Illinois
$322K
MA
53
Mutual Advisors
Nebraska
$312K
BEI
54
Benjamin Edwards Inc
Missouri
$298K +$293K +6,925 New
OMC
55
Old Mission Capital
Illinois
$285K -$1.02M -24,158 -79%
CAM
56
Cresset Asset Management
Illinois
$284K
WCG
57
Weaver Consulting Group
California
$269K
ORG
58
Optimist Retirement Group
Washington
$239K
NFG
59
Nations Financial Group
Iowa
$236K -$211 -5 -0.1%
OCM
60
Orion Capital Management
California
$215K
SWA
61
Stratos Wealth Advisors
Ohio
$209K
AWS
62
Atria Wealth Solutions
New York
$206K
KCM
63
Kathmere Capital Management
Pennsylvania
$202K -$61.9K -1,464 -24%
HI
64
Harbour Investments
Wisconsin
$201K
PS
65
Principal Securities
Iowa
$199K
IA
66
IFP Advisors
Florida
$198K
SS
67
Sunbelt Securities
Texas
$128K
CAL
68
Capital Analysts LLC
Pennsylvania
$121K
PA
69
Parallel Advisors
California
$93.9K
CA
70
Continuum Advisory
Idaho
$86.2K
AF
71
Allworth Financial
California
$84K -$36.7K -867 -31%
SWM
72
Spire Wealth Management
Virginia
$77.5K
UBS Group
73
UBS Group
Switzerland
$71K +$11.7K +277 +20%
SPIA
74
Steward Partners Investment Advisory
New York
$65.3K
EWA
75
EverSource Wealth Advisors
Alabama
$56.7K +$16.9K +400 +44%