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Innovator US Equity Buffer ETF December

93 hedge funds and large institutions have $245M invested in Innovator US Equity Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more capital invested

Capital invested by funds: $86.8M → $245M (+$158M)

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

61.14% more ownership

Funds ownership: 66.47%127.61% (+61%)

9% more funds holding

Funds holding: 8593 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% 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
18
Increased
38
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1
Stuart Chaussee & Associates
California
$113M +$114M +2,620,110 New
BCM
2
Brookstone Capital Management
Illinois
$23.3M +$21.9M +502,842 +1,363%
PCM
3
Penserra Capital Management
California
$15M +$2.11M +48,568 +16%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.4M +$1.88M +43,141 +22%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.72M +$2.42M +55,732 +38%
Cerity Partners
6
Cerity Partners
New York
$5.98M +$4.43M +101,846 +276%
CAM
7
Cresset Asset Management
Illinois
$4.7M +$4.45M +102,369 +1,552%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.86M +$848K +19,496 +28%
William Blair & Company
9
William Blair & Company
Illinois
$3.43M +$3.46M +79,464 New
MPCL
10
My Personal CFO LLC
Washington
$3.2M +$320K +7,356 +11%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.05M +$80.9K +1,861 +3%
NC
12
NovaPoint Capital
Georgia
$2.38M +$2.4M +55,175 New
BIM
13
Bullseye Investment Management
Ohio
$2.35M -$6.88M -158,287 -74%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.22M -$92.6K -2,129 -4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.17M +$365K +8,386 +20%
CB
16
Chris Bulman
California
$2.03M +$155K +3,554 +8%
LPL Financial
17
LPL Financial
California
$1.86M -$247K -5,675 -12%
KF
18
Krilogy Financial
Missouri
$1.64M -$15.2K -350 -0.9%
IIA
19
Integral Investment Advisors
California
$1.61M +$621K +14,275 +62%
TF
20
Trek Financial
Arizona
$1.58M +$196K +4,502 +14%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.46M +$104K +2,399 +8%
BWM
22
BCS Wealth Management
Tennessee
$1.33M +$132K +3,024 +11%
KAS
23
Kestra Advisory Services
Texas
$1.22M +$571K +13,118 +86%
Raymond James Financial
24
Raymond James Financial
Florida
$1.09M +$1.1M +25,355 New
TFS
25
Thoroughbred Financial Services
Tennessee
$1.07M