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Innovator US Equity Buffer ETF December
BDEC

Overview Fund Activity

64 hedge funds and large institutions have $62.3M invested in Innovator US Equity Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
8
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.68M
2
FIA
2
Foundations Investment Advisors
Arizona
$630K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.44M
4
TC
4
TownSquare Capital
Utah
$503K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.46M

Top Sellers

1
BTI
1
Blue Trust Inc
Georgia
$0
2
BPA
2
Beacon Pointe Advisors
California
$825K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5M
4
AGA
4
Accuvest Global Advisors
Utah
$806K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthquest
Ohio
$8.59M 245,720 -15,179 -6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5M 143,017 -25,356 -15%
PCM
3
Penserra Capital Management
California
$4.68M 133,869 +40,608 +44%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.46M 127,462 +11,877 +10%
HighTower Advisors
5
HighTower Advisors
Illinois
$4.44M 127,158 +15,445 +14%
CA
6
Cetera Advisors
Colorado
$2.15M 61,519 -8,770 -12%
KF
7
Krilogy Financial
Missouri
$2.15M 61,420 -17,575 -22%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.14M 61,159 -6,485 -10%
MPCL
9
My Personal CFO LLC
Washington
$1.84M 52,640 -3,000 -5%
BA
10
Bellwether Advisors
Nebraska
$1.75M 50,089 – –
CAN
11
Cetera Advisor Networks
California
$1.42M 40,744 -2,568 -6%
LNC
12
Lincoln National Corp
Pennsylvania
$1.33M 38,071 -1,000 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.15M 32,951 -1,177 -3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.15M 32,821 -4,635 -12%
VFPW
15
Vantage Financial Partners (Wisconsin)
Wisconsin
$969K 27,718 -1,568 -5%
MML Investors Services
16
MML Investors Services
Massachusetts
$927K 26,510 +147 +0.6%
AWM
17
AE Wealth Management
Kansas
$901K 25,773 +1,038 +4%
TFS
18
Thoroughbred Financial Services
Tennessee
$886K 25,361 +1,500 +6%
BPA
19
Beacon Pointe Advisors
California
$825K 23,593 -32,074 -58%
IIA
20
Integral Investment Advisors
California
$823K 23,543 – –
AGA
21
Accuvest Global Advisors
Utah
$806K 23,058 -21,142 -48%
BWM
22
BCS Wealth Management
Tennessee
$745K 21,312 -2,822 -12%
MAM
23
Milestone Asset Management
Pennsylvania
$689K 19,687 -2,614 -12%
FIA
24
Foundations Investment Advisors
Arizona
$630K 18,020 +18,020 New
KWM
25
KFG Wealth Management
Indiana
$607K 17,356 -6,050 -26%
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