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Innovator US Equity Buffer ETF December

85 hedge funds and large institutions have $86.8M invested in Innovator US Equity Buffer ETF December in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 40 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.99% more ownership

Funds ownership: 63.49%66.47% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1% less capital invested

Capital invested by funds: $87.4M → $86.8M (-$605K)

1% less funds holding

Funds holding: 8685 (-1)

83% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 40

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
7
Reduced
40
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Penserra Capital Management
California
$12.9M +$2.62M +61,828 +26%
BIM
2
Bullseye Investment Management
Ohio
$9.19M -$1.03M -24,439 -10%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.53M -$300K -7,097 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.32M -$126K -2,982 -2%
HighTower Advisors
5
HighTower Advisors
Illinois
$3.02M -$36.9K -873 -1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.97M -$620K -14,665 -18%
MPCL
7
My Personal CFO LLC
Washington
$2.89M -$63.4K -1,500 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.31M -$88.8K -2,100 -4%
LPL Financial
9
LPL Financial
California
$2.11M +$242K +5,717 +13%
CB
10
Chris Bulman
California
$1.88M -$67K -1,585 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.81M -$171K -4,050 -9%
KF
12
Krilogy Financial
Missouri
$1.66M -$38.7K -915 -2%
BCM
13
Brookstone Capital Management
Illinois
$1.59M +$824K +19,489 +112%
Cerity Partners
14
Cerity Partners
New York
$1.59M +$114K +2,697 +8%
TF
15
Trek Financial
Arizona
$1.39M -$22.2K -526 -2%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.36M -$296K -6,988 -18%
BWM
17
BCS Wealth Management
Tennessee
$1.2M -$25K -592 -2%
TFS
18
Thoroughbred Financial Services
Tennessee
$1.07M -$25.3K -599 -2%
IIA
19
Integral Investment Advisors
California
$998K
W
20
Wealthquest
Ohio
$840K
CA
21
CoreCap Advisors
Michigan
$798K -$68.6K -1,621 -8%
VFPW
22
Vantage Financial Partners (Wisconsin)
Wisconsin
$790K -$108K -2,564 -12%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$782K +$36.4K +861 +5%
BA
24
Bellwether Advisors
Nebraska
$770K -$191K -4,518 -20%
PIAS
25
PCA Investment Advisory Services
Ohio
$744K -$8.46K -200 -1%