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Innovator US Equity Buffer ETF December

47 hedge funds and large institutions have $53.5M invested in Innovator US Equity Buffer ETF December in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $44.4M → $53.5M (+$9.14M)

5.78% more ownership

Funds ownership: 49.28%55.06% (+5.8%)

2% more funds holding

Funds holding: 4647 (+1)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
9
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$6.68M +$2.97M +95,740 +84%
OMC
2
Old Mission Capital
Illinois
$6.25M +$5.04M +162,525 +482%
MML Investors Services
3
MML Investors Services
Massachusetts
$6.24M +$524K +16,905 +9%
RA
4
RiverTree Advisors
Florida
$5.88M +$165K +5,329 +3%
W
5
Wealthquest
Ohio
$4.97M +$4.54M +146,253 +1,489%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.61M -$252K -8,117 -5%
AA
7
Advisory Alpha
Michigan
$3.37M +$3.28M +105,885 New
VWA
8
Visionary Wealth Advisors
Illinois
$2.28M -$12.4K -400 -0.6%
KCM
9
Kathmere Capital Management
Pennsylvania
$1.43M +$854K +27,536 +159%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.08M
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1M
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$945K +$921K +29,678 New
BPA
13
Beacon Pointe Advisors
California
$900K +$38K +1,224 +5%
BA
14
Bellwether Advisors
Nebraska
$711K
CW
15
CreativeOne Wealth
Kansas
$693K
CAN
16
Cetera Advisor Networks
California
$478K +$41.2K +1,328 +10%
VBFP
17
Valtinson Bruner Financial Planning
Minnesota
$443K
HighTower Advisors
18
HighTower Advisors
Illinois
$416K -$107K -3,435 -21%
KAS
19
Kestra Advisory Services
Texas
$388K -$823K -26,544 -69%
LNC
20
Lincoln National Corp
Pennsylvania
$342K -$44.6K -1,439 -12%
AIC
21
Archer Investment Corporation
Indiana
$319K
SMC
22
Smith, Moore & Co
Missouri
$303K -$619K -19,945 -68%
AWM
23
AE Wealth Management
Kansas
$297K +$289K +9,331 New
SIS
24
Sound Income Strategies
Florida
$296K -$1.21M -39,084 -81%
DFA
25
DHJJ Financial Advisors
Illinois
$288K +$15.5K +500 +6%