We are live on ! Find out more
BDEC icon

Innovator US Equity Buffer ETF December

97 hedge funds and large institutions have $140M invested in Innovator US Equity Buffer ETF December in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

4% more funds holding

Funds holding: 9397 (+4)

43% less capital invested

Capital invested by funds: $245M → $140M (-$105M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

60.42% less ownership

Funds ownership: 127.61%67.2% (-60%)

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
32
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
76
Wood Tarver Financial Group
Idaho
$161K +$97.8K +2,263 +142%
FFA
77
Farther Finance Advisors
California
$101K +$104K +2,415 New
CAL
78
Capital Analysts LLC
Pennsylvania
$101K
WP
79
WealthShield Partners
North Carolina
$96.3K -$64.8K -1,499 -39%
SPIA
80
Steward Partners Investment Advisory
New York
$94.8K -$9.9K -229 -9%
PA
81
Parallel Advisors
California
$91.2K
UBS Group
82
UBS Group
Switzerland
$85.1K +$87.8K +2,032 New
JP Morgan Chase
83
JP Morgan Chase
New York
$83.7K +$86.4K +2,000 New
FNWA
84
Financial Network Wealth Advisors
Utah
$60.3K +$62.3K +1,441 New
Barclays
85
Barclays
United Kingdom
$45.7K +$47.2K +1,092 New
EWA
86
EverSource Wealth Advisors
Alabama
$44.6K
CFD
87
Creative Financial Designs
Indiana
$42.7K +$44.1K +1,020 New
CA
88
Continuum Advisory
Idaho
$31K +$18K +416 +128%
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$29.3K +$30.3K +700 New
AF
90
Advisornet Financial
Minnesota
$27.9K -$25.9K -600 -47%
Bank of America
91
Bank of America
North Carolina
$21.8K
NWMP
92
Noble Wealth Management PBC
Colorado
$20.9K
SS
93
Sunbelt Securities
Texas
$15.9K -$112K -2,600 -87%
LFG
94
Larson Financial Group
Missouri
$15.7K
IF
95
Integrity Financial
Wyoming
$13.8K
SCA
96
Stuart Chaussee & Associates
California
$12.6K -$113M -2,619,810 -100%
Morgan Stanley
97
Morgan Stanley
New York
$5.9K +$6.01K +139 +6,950%
IWM
98
IHT Wealth Management
Illinois
-$656K -15,224 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$436K -10,124 Closed
SAM
100
Secure Asset Management
Michigan
-$261K -6,055 Closed