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UDEC

Innovator US Equity Ultra Buffer ETF December

111 hedge funds and large institutions have $264M invested in Innovator US Equity Ultra Buffer ETF December in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14.03% more ownership

Funds ownership: 76.35%90.37% (+14%)

13% more capital invested

Capital invested by funds: $233M → $264M (+$31.4M)

6% less funds holding

Funds holding: 118111 (-7)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

57% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 47

Holders
111
Holders Change
-7
Holders Change %
-5.93%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
9
Increased
20
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$73.3M +$444K +11,206 +0.6%
TPW
2
Talon Private Wealth
Florida
$36M +$36.7M +926,565 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.6M -$188K -4,747 -1%
LCWM
4
Legacy Capital Wealth Management
Texas
$8.76M +$393K +9,917 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$8.42M +$90.2K +2,275 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.41M -$23.1K -583 -0.3%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.91M +$387K +9,767 +5%
FIA
8
Foundations Investment Advisors
Arizona
$6.09M -$122K -3,089 -2%
PCA
9
Prosperity Capital Advisors
Ohio
$5.79M +$303K +7,637 +5%
SA
10
Sovran Advisors
California
$5.69M +$5.08M +128,293 +1,152%
KAS
11
Kestra Advisory Services
Texas
$5.19M -$130K -3,288 -2%
KWM
12
KFG Wealth Management
Indiana
$3.93M +$109K +2,748 +3%
CVA
13
Central Valley Advisors
California
$3.55M -$4.08K -103 -0.1%
TF
14
Trek Financial
Arizona
$3.53M -$158K -3,983 -4%
BFG
15
Berger Financial Group
Minnesota
$3.43M -$1.66K -42 -0%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.19M -$181K -4,565 -5%
MAM
17
Milestone Asset Management
Pennsylvania
$2.94M -$219K -5,526 -7%
MW
18
MBL Wealth
North Carolina
$2.78M +$498K +12,557 +21%
SWM
19
Spire Wealth Management
Virginia
$2.57M -$339K -8,557 -11%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.54M -$553K -13,952 -18%
Truist Financial
21
Truist Financial
North Carolina
$2.27M -$4.12K -104 -0.2%
WIM
22
WealthPlan Investment Management
Nebraska
$2.02M -$361K -9,099 -15%
IWM
23
IMG Wealth Management
Florida
$1.99M -$21.2K -536 -1%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.85M -$287K -7,250 -13%
LPL Financial
25
LPL Financial
California
$1.79M -$127K -3,208 -7%