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Innovator US Equity Buffer ETF December

97 hedge funds and large institutions have $140M invested in Innovator US Equity Buffer ETF December in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

4% more funds holding

Funds holding: 9397 (+4)

43% less capital invested

Capital invested by funds: $245M → $140M (-$105M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

60.42% less ownership

Funds ownership: 127.61%67.2% (-60%)

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
32
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$24.9M +$2.41M +55,722 +10%
PCM
2
Penserra Capital Management
California
$17M +$2.58M +59,631 +17%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.5M +$405K +9,372 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.97M -$521K -12,055 -6%
Cerity Partners
5
Cerity Partners
New York
$6.18M +$391K +9,051 +7%
CAM
6
Cresset Asset Management
Illinois
$5.01M +$465K +10,747 +10%
GS
7
GWN Securities
Florida
$4.89M +$4.37M +101,066 +872%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.67M -$88.5K -2,048 -2%
William Blair & Company
9
William Blair & Company
Illinois
$3.29M -$33.5K -774 -1%
MPCL
10
My Personal CFO LLC
Washington
$3.11M -$216 -5 -0%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.78M -$183K -4,242 -6%
BIM
12
Bullseye Investment Management
Ohio
$2.42M +$147K +3,391 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.24M +$140K +3,250 +6%
NC
14
NovaPoint Capital
Georgia
$2.12M -$193K -4,459 -8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.08M -$80.6K -1,865 -4%
CB
16
Chris Bulman
California
$1.92M -$57.8K -1,338 -3%
LPL Financial
17
LPL Financial
California
$1.83M +$23.6K +546 +1%
SB
18
Strategic Blueprint
Georgia
$1.58M +$1.09M +25,148 +198%
TF
19
Trek Financial
Arizona
$1.54M
KF
20
Krilogy Financial
Missouri
$1.52M -$75.4K -1,745 -5%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.38M -$44.3K -1,026 -3%
KAS
22
Kestra Advisory Services
Texas
$1.37M +$185K +4,287 +15%
IIA
23
Integral Investment Advisors
California
$1.27M -$311K -7,200 -19%
BWM
24
BCS Wealth Management
Tennessee
$1.25M -$35K -809 -3%
Raymond James Financial
25
Raymond James Financial
Florida
$1.2M +$146K +3,373 +13%