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Innovator US Equity Buffer ETF December

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.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2.77% more ownership

Funds ownership: 60.92%63.68% (+2.8%)

0% more funds holding

Funds holding: 6464 (0)

10% less capital invested

Capital invested by funds: $69.4M → $62.3M (-$7.06M)

72% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 29

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
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$8.59M -$550K -15,179 -6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5M -$920K -25,356 -15%
PCM
3
Penserra Capital Management
California
$4.68M +$1.47M +40,608 +44%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.46M +$431K +11,877 +10%
HighTower Advisors
5
HighTower Advisors
Illinois
$4.44M +$560K +15,445 +14%
CA
6
Cetera Advisors
Colorado
$2.15M -$318K -8,770 -12%
KF
7
Krilogy Financial
Missouri
$2.15M -$637K -17,575 -22%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.14M -$235K -6,485 -10%
MPCL
9
My Personal CFO LLC
Washington
$1.84M -$109K -3,000 -5%
BA
10
Bellwether Advisors
Nebraska
$1.75M
CAN
11
Cetera Advisor Networks
California
$1.42M -$93.1K -2,568 -6%
LNC
12
Lincoln National Corp
Pennsylvania
$1.33M -$36.3K -1,000 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.15M -$42.7K -1,177 -3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.15M -$168K -4,635 -12%
VFPW
15
Vantage Financial Partners (Wisconsin)
Wisconsin
$969K -$56.9K -1,568 -5%
MML Investors Services
16
MML Investors Services
Massachusetts
$927K +$5.33K +147 +0.6%
AWM
17
AE Wealth Management
Kansas
$901K +$37.6K +1,038 +4%
TFS
18
Thoroughbred Financial Services
Tennessee
$886K +$54.4K +1,500 +6%
BPA
19
Beacon Pointe Advisors
California
$825K -$1.16M -32,074 -58%
IIA
20
Integral Investment Advisors
California
$823K
AGA
21
Accuvest Global Advisors
Utah
$806K -$767K -21,142 -48%
BWM
22
BCS Wealth Management
Tennessee
$745K -$102K -2,822 -12%
MAM
23
Milestone Asset Management
Pennsylvania
$689K -$94.8K -2,614 -12%
FIA
24
Foundations Investment Advisors
Arizona
$630K +$653K +18,020 New
KWM
25
KFG Wealth Management
Indiana
$607K -$219K -6,050 -26%