We are live on ! Find out more
BDEC icon

Innovator US Equity Buffer ETF December

69 hedge funds and large institutions have $60.5M invested in Innovator US Equity Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

11% more funds holding

Funds holding: 6269 (+7)

2% more capital invested

Capital invested by funds: $59.2M → $60.5M (+$1.3M)

3.01% less ownership

Funds ownership: 60.59%57.58% (-3%)

Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
20
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$9.76M -$1.37M -41,373 -13%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.69M +$299K +9,045 +7%
KF
3
Krilogy Financial
Missouri
$4.31M +$472K +14,270 +13%
HighTower Advisors
4
HighTower Advisors
Illinois
$3.85M +$386K +11,676 +11%
PCM
5
Penserra Capital Management
California
$2.98M -$201K -6,084 -6%
CA
6
Cetera Advisors
Colorado
$2.46M +$558K +16,882 +30%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.44M +$60.3K +1,825 +3%
MPCL
8
My Personal CFO LLC
Washington
$1.88M +$1.09M +33,019 +146%
BA
9
Bellwether Advisors
Nebraska
$1.69M -$331 -10 -0%
CAN
10
Cetera Advisor Networks
California
$1.5M +$87K +2,632 +6%
AGA
11
Accuvest Global Advisors
Utah
$1.48M +$1.45M +43,758 New
LNC
12
Lincoln National Corp
Pennsylvania
$1.32M -$5.19K -157 -0.4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.31M -$118K -3,582 -8%
BPA
14
Beacon Pointe Advisors
California
$1.19M +$377K +11,417 +48%
VFPW
15
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.01M +$84.8K +2,565 +9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$919K +$190K +5,736 +27%
BWM
17
BCS Wealth Management
Tennessee
$873K -$1.36M -41,230 -62%
AWM
18
AE Wealth Management
Kansas
$843K -$4.07K -123 -0.5%
IIA
19
Integral Investment Advisors
California
$836K -$2.15K -65 -0.3%
MAM
20
Milestone Asset Management
Pennsylvania
$829K -$9.39K -284 -1%
Citadel Advisors
21
Citadel Advisors
Florida
$813K +$795K +24,034 New
CFS
22
CRA Financial Services
New Jersey
$807K +$81.3K +2,460 +12%
KAS
23
Kestra Advisory Services
Texas
$719K +$404K +12,216 +135%
TFS
24
Thoroughbred Financial Services
Tennessee
$675K +$49.6K +1,500 +8%
FANJ
25
Financial Architects (New Jersey)
New Jersey
$582K