BDEC icon

Innovator US Equity Buffer ETF December

103 hedge funds and large institutions have $143M invested in Innovator US Equity Buffer ETF December in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 44 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

1.28% less ownership

Funds ownership: 69.88%68.6% (-1.3%)

75% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 44

Holders
103
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Stratos Wealth Advisors
Ohio
$233K
FIA
77
Foundations Investment Advisors
Arizona
$225K
OCM
78
Orion Capital Management
California
$225K
KCM
79
Kathmere Capital Management
Pennsylvania
$221K
SF
80
Seros Financial
Arizona
$219K
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$211K
GFG
82
Grantvest Financial Group
New Jersey
$207K
ASN
83
Advisory Services Network
Georgia
$151K
SCA
84
Stuart Chaussee & Associates
California
$144K
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$134K
FFA
86
Farther Finance Advisors
California
$116K
CAL
87
Capital Analysts LLC
Pennsylvania
$115K
Barclays
88
Barclays
United Kingdom
$112K
WP
89
WealthShield Partners
North Carolina
$110K
SPIA
90
Steward Partners Investment Advisory
New York
$109K
PA
91
Parallel Advisors
California
$104K
Wells Fargo
92
Wells Fargo
California
$70.2K
FNWA
93
Financial Network Wealth Advisors
Utah
$69.1K
CFD
94
Creative Financial Designs
Indiana
$48.9K
JP Morgan Chase
95
JP Morgan Chase
New York
$28.1K
NWMP
96
Noble Wealth Management PBC
Colorado
$19.2K
SS
97
Sunbelt Securities
Texas
$18.2K
AF
98
Advisornet Financial
Minnesota
$14.4K
IF
99
Integrity Financial
Wyoming
$12K
EWA
100
EverSource Wealth Advisors
Alabama
$7.19K