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Innovator US Equity Buffer ETF December

93 hedge funds and large institutions have $245M invested in Innovator US Equity Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more capital invested

Capital invested by funds: $86.8M → $245M (+$158M)

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

61.14% more ownership

Funds ownership: 66.47%127.61% (+61%)

9% more funds holding

Funds holding: 8593 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% 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
18
Increased
38
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
51
Outlook Wealth Advisors
Texas
$484K
Citadel Advisors
52
Citadel Advisors
Florida
$436K +$440K +10,124 New
CA
53
CoreCap Advisors
Michigan
$435K -$368K -8,463 -46%
CFS
54
CRA Financial Services
New Jersey
$415K -$52.2K -1,200 -11%
FFN
55
Focus Financial Network
Minnesota
$402K +$19.8K +455 +5%
WCG
56
Weaver Consulting Group
California
$398K +$131K +3,004 +48%
HI
57
Harbour Investments
Wisconsin
$394K +$195K +4,486 +96%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$391K +$26K +598 +7%
LSA
59
Lion Street Advisors
Texas
$383K +$29.8K +686 +8%
SWP
60
Stratos Wealth Partners
Ohio
$366K
AIC
61
Archer Investment Corporation
Indiana
$336K -$96.3K -2,213 -22%
SFA
62
Souders Financial Advisors
Ohio
$324K
ALS
63
Andrew L. Share
$323K
MA
64
Mutual Advisors
Nebraska
$312K
SWM
65
Spire Wealth Management
Virginia
$306K +$231K +5,300 +294%
BEI
66
Benjamin Edwards Inc
Missouri
$296K -$2.17K -50 -0.7%
WFS
67
WealthGarden F.S.
California
$288K +$290K +6,674 New
SAM
68
Secure Asset Management
Michigan
$261K +$263K +6,055 New
IA
69
IFP Advisors
Florida
$253K +$55.2K +1,270 +28%
AWM
70
AE Wealth Management
Kansas
$236K -$226K -5,206 -49%
WC
71
Waterloo Capital
Texas
$224K +$226K +5,203 New
ORG
72
Optimist Retirement Group
Washington
$223K -$16.7K -383 -7%
FFA
73
Fragasso Financial Advisors
Pennsylvania
$219K -$106K -2,443 -32%
PS
74
Principal Securities
Iowa
$216K +$16.8K +387 +8%
OCM
75
Orion Capital Management
California
$216K