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Innovator US Equity Buffer ETF December

86 hedge funds and large institutions have $87.4M invested in Innovator US Equity Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 8986 (-3)

7.1% less ownership

Funds ownership: 70.59%63.49% (-7.1%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

18% less capital invested

Capital invested by funds: $107M → $87.4M (-$19.5M)

74% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 35

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
9
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Penserra Capital Management
California
$9.93M +$770K +18,855 +9%
BIM
2
Bullseye Investment Management
Ohio
$9.91M -$3.12M -76,429 -24%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.59M -$227K -5,548 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.27M +$1.95M +47,848 +47%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.5M -$1.33M -32,460 -28%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.98M -$391K -9,571 -12%
MPCL
7
My Personal CFO LLC
Washington
$2.87M -$49K -1,200 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.34M -$470K -11,505 -17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.93M -$156K -3,827 -8%
CB
10
Chris Bulman
California
$1.9M +$1.85M +45,217 New
LPL Financial
11
LPL Financial
California
$1.81M +$232K +5,686 +15%
KF
12
Krilogy Financial
Missouri
$1.65M -$175K -4,280 -10%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.61M -$20.5K -503 -1%
Cerity Partners
14
Cerity Partners
New York
$1.43M -$399K -9,762 -22%
TF
15
Trek Financial
Arizona
$1.37M
OMC
16
Old Mission Capital
Illinois
$1.29M +$369K +9,021 +41%
BWM
17
BCS Wealth Management
Tennessee
$1.19M -$7.31K -179 -0.6%
TFS
18
Thoroughbred Financial Services
Tennessee
$1.06M +$61.3K +1,500 +6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.05M -$325K -7,967 -24%
IIA
20
Integral Investment Advisors
California
$971K -$40.2K -984 -4%
BA
21
Bellwether Advisors
Nebraska
$938K -$4.41K -108 -0.5%
VFPW
22
Vantage Financial Partners (Wisconsin)
Wisconsin
$876K -$364K -8,899 -30%
KAS
23
Kestra Advisory Services
Texas
$847K +$128K +3,125 +18%
CA
24
CoreCap Advisors
Michigan
$845K -$529K -12,951 -39%
W
25
Wealthquest
Ohio
$819K -$14.5K -355 -2%