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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
SWA
76
Stratos Wealth Advisors
Ohio
$209K +$565 +13 +0.3%
AWS
77
Atria Wealth Solutions
New York
$206K
WP
78
WealthShield Partners
North Carolina
$164K +$165K +3,799 New
SS
79
Sunbelt Securities
Texas
$129K
SPIA
80
Steward Partners Investment Advisory
New York
$108K +$42.6K +979 +65%
CAL
81
Capital Analysts LLC
Pennsylvania
$104K -$17.7K -406 -14%
PA
82
Parallel Advisors
California
$94K
WTFG
83
Wood Tarver Financial Group
Idaho
$68K +$69.2K +1,591 New
AF
84
Allworth Financial
California
$59.8K -$25.8K -594 -30%
AF
85
Advisornet Financial
Minnesota
$54.6K
EWA
86
EverSource Wealth Advisors
Alabama
$46K -$10.9K -250 -19%
SWM
87
Sugarloaf Wealth Management
Georgia
$29K
Bank of America
88
Bank of America
North Carolina
$22.5K
NWMP
89
Noble Wealth Management PBC
Colorado
$21.6K +$21.7K +500 New
LFG
90
Larson Financial Group
Missouri
$16.1K
IF
91
Integrity Financial
Wyoming
$14.2K
CA
92
Continuum Advisory
Idaho
$14K -$71.8K -1,650 -84%
Morgan Stanley
93
Morgan Stanley
New York
$86 -$35K -804 -100%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
-$782K -18,158 Closed
OMC
95
Old Mission Capital
Illinois
-$285K -6,611 Closed
NFG
96
Nations Financial Group
Iowa
-$236K -5,488 Closed
KCM
97
Kathmere Capital Management
Pennsylvania
-$202K -4,678 Closed
UBS Group
98
UBS Group
Switzerland
-$71K -1,648 Closed
CIAS
99
Capital Investment Advisory Services
North Carolina
-$30.2K -700 Closed
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
-$29K -673 Closed