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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.

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 Market Value Shares Shares
Change
Shares
Change %
W
1
Wealthquest
Ohio
$9.76M 288,602 -41,373 -13%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.69M 138,699 +9,045 +7%
KF
3
Krilogy Financial
Missouri
$4.31M 127,515 +14,270 +13%
HighTower Advisors
4
HighTower Advisors
Illinois
$3.85M 113,757 +11,676 +11%
PCM
5
Penserra Capital Management
California
$2.99M 88,246 -6,084 -6%
CA
6
Cetera Advisors
Colorado
$2.46M 72,802 +16,882 +30%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.44M 71,959 +1,825 +3%
MPCL
8
My Personal CFO LLC
Washington
$1.88M 55,640 +33,019 +146%
BA
9
Bellwether Advisors
Nebraska
$1.69M 50,089 -10 -0%
CAN
10
Cetera Advisor Networks
California
$1.5M 44,312 +2,632 +6%
AGA
11
Accuvest Global Advisors
Utah
$1.48M 43,758 +43,758 New
LNC
12
Lincoln National Corp
Pennsylvania
$1.32M 39,071 -157 -0.4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.31M 38,606 -3,582 -8%
BPA
14
Beacon Pointe Advisors
California
$1.19M 35,291 +11,417 +48%
VFPW
15
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.01M 29,864 +2,565 +9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$919K 27,171 +5,736 +27%
BWM
17
BCS Wealth Management
Tennessee
$873K 25,795 -41,230 -62%
AWM
18
AE Wealth Management
Kansas
$843K 24,926 -123 -0.5%
IIA
19
Integral Investment Advisors
California
$836K 24,697 -65 -0.3%
MAM
20
Milestone Asset Management
Pennsylvania
$829K 24,501 -284 -1%
Citadel Advisors
21
Citadel Advisors
Florida
$813K 24,034 +24,034 New
CFS
22
CRA Financial Services
New Jersey
$807K 23,850 +2,460 +12%
KAS
23
Kestra Advisory Services
Texas
$719K 21,247 +12,216 +135%
TFS
24
Thoroughbred Financial Services
Tennessee
$675K 19,961 +1,500 +8%
FANJ
25
Financial Architects (New Jersey)
New Jersey
$582K 17,193