BDEC icon

Innovator US Equity Buffer ETF December

62 hedge funds and large institutions have $59.2M invested in Innovator US Equity Buffer ETF December in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
62
Holders Change
+24
Holders Change %
+63.16%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
16
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
W
1
Wealthquest
Ohio
$10.5M 329,975 +99,115 +43%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.4M 169,163 +90,507 +115%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.14M 129,654 +13,507 +12%
KF
4
Krilogy Financial
Missouri
$3.61M 113,245 +113,245 New
HighTower Advisors
5
HighTower Advisors
Illinois
$3.26M 102,081 +51,670 +102%
PCM
6
Penserra Capital Management
California
$3.01M 94,330 +40,885 +76%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.24M 70,134 +8,451 +14%
BWM
8
BCS Wealth Management
Tennessee
$2.14M 67,025 +67,025 New
CA
9
Cetera Advisors
Colorado
$1.78M 55,920 +55,920 New
BA
10
Bellwether Advisors
Nebraska
$1.6M 50,099 -1,289,435 -96%
MPCL
11
My Personal CFO LLC
Washington
$1.4M 22,621 +22,621 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.35M 42,188 +7,384 +21%
CAN
13
Cetera Advisor Networks
California
$1.33M 41,680 +14,999 +56%
LNC
14
Lincoln National Corp
Pennsylvania
$1.25M 39,228 +18,571 +90%
VFPW
15
Vantage Financial Partners (Wisconsin)
Wisconsin
$871K 27,299 +27,299 New
MAM
16
Milestone Asset Management
Pennsylvania
$822K 24,785 +24,785 New
AWM
17
AE Wealth Management
Kansas
$799K 25,049 +12,751 +104%
IIA
18
Integral Investment Advisors
California
$790K 24,762 -275 -1%
CA
19
CoreCap Advisors
Michigan
$783K 24,545 +13,681 +126%
BPA
20
Beacon Pointe Advisors
California
$762K 23,874 +12,791 +115%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$684K 21,435 +21,435 New
CFS
22
CRA Financial Services
New Jersey
$683K 21,390 -3,550 -14%
MML Investors Services
23
MML Investors Services
Massachusetts
$599K 18,785 +18,785 New
TFS
24
Thoroughbred Financial Services
Tennessee
$589K 18,461 +18,461 New
FANJ
25
Financial Architects (New Jersey)
New Jersey
$549K 17,193 +17,193 New