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Innovator US Equity Buffer ETF December

51 hedge funds and large institutions have $45.4M invested in Innovator US Equity Buffer ETF December in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

260% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 5

42% more funds holding

Funds holding: 3651 (+15)

30% more capital invested

Capital invested by funds: $34.8M → $45.4M (+$10.6M)

0.59% more ownership

Funds ownership: 54.73%55.31% (+0.59%)

Holders
51
Holders Change
+15
Holders Change %
+41.67%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
18
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$14.7M +$1.69M +49,500 +13%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.59M +$1.06M +31,099 +31%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.32M +$2.13M +62,375 +196%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.36M +$1.14M +33,357 +99%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$2.11M +$2.05M +59,952 New
BA
6
Bellwether Advisors
Nebraska
$1.83M -$856 -25 -0%
BCM
7
Beck Capital Management
Texas
$1.58M +$1.53M +44,763 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.27M -$5.13M -149,852 -81%
CAN
9
Cetera Advisor Networks
California
$1.01M +$507K +14,812 +108%
KCM
10
Kathmere Capital Management
Pennsylvania
$924K -$634K -18,535 -41%
CFS
11
CRA Financial Services
New Jersey
$825K +$801K +23,410 New
LNC
12
Lincoln National Corp
Pennsylvania
$726K +$338K +9,868 +92%
Citadel Advisors
13
Citadel Advisors
Florida
$707K +$259K +7,560 +60%
HighTower Advisors
14
HighTower Advisors
Illinois
$650K +$631K +18,444 New
BPA
15
Beacon Pointe Advisors
California
$600K +$121K +3,538 +26%
CA
16
CoreCap Advisors
Michigan
$522K +$507K +14,827 New
SB
17
Strategic Blueprint
Georgia
$508K +$493K +14,408 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$504K +$489K +14,292 New
DFA
19
DHJJ Financial Advisors
Illinois
$473K +$142K +4,148 +46%
AAP
20
Arax Advisory Partners
Colorado
$469K +$142K +4,161 +45%
IIA
21
Integral Investment Advisors
California
$458K +$445K +12,990 New
AWM
22
AE Wealth Management
Kansas
$442K +$111K +3,229 +35%
CW
23
CreativeOne Wealth
Kansas
$377K
SS
24
Sunbelt Securities
Texas
$360K +$362K +10,567 New
AIC
25
Archer Investment Corporation
Indiana
$352K