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Innovator US Equity Buffer ETF December

46 hedge funds and large institutions have $44.4M invested in Innovator US Equity Buffer ETF December in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

172% more capital invested

Capital invested by funds: $16.3M → $44.4M (+$28.1M)

142% more funds holding

Funds holding: 1946 (+27)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

6.04% less ownership

Funds ownership: 55.32%49.28% (-6%)

Holders
46
Holders Change
+27
Holders Change %
+142.11%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
6
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RiverTree Advisors
Florida
$5.47M +$5.24M +179,275 New
MML Investors Services
2
MML Investors Services
Massachusetts
$5.46M +$5.23M +178,896 New
PCS
3
Personal CFO Solutions
New Jersey
$5.45M +$5.23M +178,657 New
Osaic Holdings
4
Osaic Holdings
Arizona
$4.66M +$3.32M +113,373 +288%
BMM
5
Berkshire Money Management
Massachusetts
$3.48M +$3.33M +113,939 New
VWA
6
Visionary Wealth Advisors
Illinois
$2.19M +$2.1M +71,907 New
SIS
7
Sound Income Strategies
Florida
$1.48M +$1.38M +47,164 +3,901%
KAS
8
Kestra Advisory Services
Texas
$1.18M +$1.13M +38,718 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.12M +$264K +9,009 +33%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.04M +$996K +34,033 New
OMC
11
Old Mission Capital
Illinois
$1.03M +$693K +23,694 +236%
SS
12
Sunbelt Securities
Texas
$963K +$923K +31,565 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$960K +$921K +31,466 New
SMC
14
Smith, Moore & Co
Missouri
$899K -$3.29M -112,334 -79%
BPA
15
Beacon Pointe Advisors
California
$825K +$792K +27,062 New
BA
16
Bellwether Advisors
Nebraska
$681K +$653K +22,335 New
CW
17
CreativeOne Wealth
Kansas
$664K +$636K +21,752 New
KCM
18
Kathmere Capital Management
Pennsylvania
$529K +$507K +17,345 New
HighTower Advisors
19
HighTower Advisors
Illinois
$504K -$340K -11,635 -41%
Jane Street
20
Jane Street
New York
$465K -$141K -4,832 -24%
IA
21
IFP Advisors
Florida
$447K -$3.96M -135,325 -90%
VBFP
22
Valtinson Bruner Financial Planning
Minnesota
$419K +$399K +13,628 New
CAN
23
Cetera Advisor Networks
California
$417K -$1.09M -37,423 -73%
LNC
24
Lincoln National Corp
Pennsylvania
$371K +$356K +12,169 New
AIC
25
Archer Investment Corporation
Indiana
$305K +$293K +10,000 New