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Innovator US Equity Buffer ETF December

89 hedge funds and large institutions have $107M invested in Innovator US Equity Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

7% more funds holding

Funds holding: 8389 (+6)

6% more capital invested

Capital invested by funds: $100M → $107M (+$6.38M)

4.1% more ownership

Funds ownership: 66.49%70.59% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

56% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 34

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
15
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1
Bullseye Investment Management
Ohio
$12.7M +$144K +3,659 +1%
BCM
2
Brookstone Capital Management
Illinois
$9.56M +$1.3M +32,856 +16%
PCM
3
Penserra Capital Management
California
$8.85M +$2.33M +59,007 +37%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.55M -$24.7K -627 -0.3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.71M +$4.57M +116,011 New
Osaic Holdings
6
Osaic Holdings
Arizona
$4.13M -$33.6K -853 -0.8%
HighTower Advisors
7
HighTower Advisors
Illinois
$3.27M -$2.79M -70,859 -47%
CA
8
Cetera Advisors
Colorado
$3.25M -$206K -5,217 -6%
MPCL
9
My Personal CFO LLC
Washington
$2.83M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.73M -$99.6K -2,527 -4%
LNC
11
Lincoln National Corp
Pennsylvania
$2.25M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.02M +$219K +5,544 +13%
Cerity Partners
13
Cerity Partners
New York
$1.78M +$126K +3,185 +8%
KF
14
Krilogy Financial
Missouri
$1.77M -$660K -16,750 -28%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.58M +$104K +2,628 +7%
LPL Financial
16
LPL Financial
California
$1.52M +$1.2M +30,541 +439%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.52M +$1.48M +37,410 New
CAN
18
Cetera Advisor Networks
California
$1.39M -$67.9K -1,723 -5%
CA
19
CoreCap Advisors
Michigan
$1.34M +$540K +13,690 +70%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.34M -$72.1K -1,828 -5%
TF
21
Trek Financial
Arizona
$1.33M -$5.13K -130 -0.4%
VFPW
22
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.21M -$43.3K -1,097 -4%
AGA
23
Accuvest Global Advisors
Utah
$1.18M +$1.15M +29,046 New
BWM
24
BCS Wealth Management
Tennessee
$1.16M -$42.5K -1,078 -4%
IIA
25
Integral Investment Advisors
California
$979K +$23.7K +600 +3%