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Innovator US Equity Buffer ETF December

83 hedge funds and large institutions have $100M invested in Innovator US Equity Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
83
Holders Change
+19
Holders Change %
+29.69%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
27
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BIM
1
Bullseye Investment Management
Ohio
$11.9M 310,006 +310,006 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.08M 211,230 +68,213 +48%
W
3
Wealthquest
Ohio
$7.85M 205,186 -40,534 -16%
BCM
4
Brookstone Capital Management
Illinois
$7.75M 202,648 +202,648 New
PCM
5
Penserra Capital Management
California
$6.08M 158,949 +25,080 +19%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.79M 151,453 +24,295 +19%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.92M 102,600 -24,862 -20%
CA
8
Cetera Advisors
Colorado
$3.26M 85,250 +23,731 +39%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.67M 69,788 +8,629 +14%
MPCL
10
My Personal CFO LLC
Washington
$2.67M 69,680 +17,040 +32%
KF
11
Krilogy Financial
Missouri
$2.31M 60,370 -1,050 -2%
LNC
12
Lincoln National Corp
Pennsylvania
$2.12M 55,391 +17,320 +45%
MA
13
Mutual Advisors
Nebraska
$1.77M 46,290 +46,290 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.69M 44,306 +11,355 +34%
Cerity Partners
15
Cerity Partners
New York
$1.56M 40,726 +40,726 New
MML Investors Services
16
MML Investors Services
Massachusetts
$1.39M 36,380 +9,870 +37%
CAN
17
Cetera Advisor Networks
California
$1.38M 36,071 -4,673 -11%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.34M 34,926 +2,105 +6%
TF
19
Trek Financial
Arizona
$1.26M 32,873 +32,873 New
VFPW
20
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.18M 30,893 +3,175 +11%
BWM
21
BCS Wealth Management
Tennessee
$1.13M 29,621 +8,309 +39%
TFS
22
Thoroughbred Financial Services
Tennessee
$970K 25,361
BA
23
Bellwether Advisors
Nebraska
$957K 25,017 -25,072 -50%
IIA
24
Integral Investment Advisors
California
$901K 23,543
BPA
25
Beacon Pointe Advisors
California
$895K 23,411 -182 -0.8%