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Innovator US Equity Buffer ETF December

54 hedge funds and large institutions have $54.9M invested in Innovator US Equity Buffer ETF December in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $45.4M → $54.9M (+$9.54M)

6% more funds holding

Funds holding: 5154 (+3)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.78% more ownership

Funds ownership: 55.31%56.09% (+0.78%)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
12
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$14.7M
Osaic Holdings
2
Osaic Holdings
Arizona
$5.38M +$61.5K +1,823 +1%
AIA
3
Acute Investment Advisory
Arizona
$4.76M +$4.69M +139,052 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.21M -$12.8K -379 -0.4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.29M
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$2.05M
HighTower Advisors
7
HighTower Advisors
Illinois
$1.74M +$1.09M +32,297 +175%
BA
8
Bellwether Advisors
Nebraska
$1.73M -$48.1K -1,426 -3%
AA
9
Advisory Alpha
Michigan
$1.72M +$1.7M +50,258 New
BCM
10
Brookstone Capital Management
Illinois
$1.7M +$1.71M +50,586 New
BCM
11
Beck Capital Management
Texas
$1.34M -$188K -5,576 -12%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.24M
CAN
13
Cetera Advisor Networks
California
$1.06M +$83K +2,460 +9%
CFS
14
CRA Financial Services
New Jersey
$811K +$9.45K +280 +1%
IIA
15
Integral Investment Advisors
California
$811K +$361K +10,687 +82%
LNC
16
Lincoln National Corp
Pennsylvania
$705K
KCM
17
Kathmere Capital Management
Pennsylvania
$677K -$217K -6,441 -25%
PCM
18
Penserra Capital Management
California
$621K +$612K +18,132 New
OMC
19
Old Mission Capital
Illinois
$613K +$404K +11,980 +203%
CA
20
CoreCap Advisors
Michigan
$518K +$9.72K +288 +2%
SB
21
Strategic Blueprint
Georgia
$497K +$3.54K +105 +0.7%
DFA
22
DHJJ Financial Advisors
Illinois
$452K
AAP
23
Arax Advisory Partners
Colorado
$450K -$6.41K -190 -1%
AWM
24
AE Wealth Management
Kansas
$425K -$4.96K -147 -1%
Wolverine Trading
25
Wolverine Trading
Illinois
$380K +$371K +10,996 New