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UDEC

Innovator US Equity Ultra Buffer ETF December
UDEC

32 hedge funds and large institutions have $19.6M invested in Innovator US Equity Ultra Buffer ETF December in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

23% more funds holding

Funds holding: 26 → 32 (+6)

22% more capital invested

Capital invested by funds: $16M → $19.6M (+$3.52M)

3.85% less ownership

Funds ownership: 50.12% → 46.28% (-3.8%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kingsview Wealth Management
Oregon
+$3.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$806K
3
TWM
Tradition Wealth Management
Minnesota
+$744K
4
AIC
Archer Investment Corporation
Indiana
+$713K
5
SB
Strategic Blueprint
Georgia
+$532K

Top Sellers

1
SIA
Soltis Investment Advisors
Utah
-$1.28M
2
OMC
Old Mission Capital
Illinois
-$1.07M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$941K
4
Citadel Advisors
Citadel Advisors
Florida
-$660K
5
Wolverine Trading
Wolverine Trading
Illinois
-$622K
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$73.8K -$5.53K -185 -7%
NFG
27
Next Financial Group
Texas
$65K +$64.4K +2,155 New
HI
28
Harbour Investments
Wisconsin
$52K – – –
BFC
29
Bedel Financial Consulting
Indiana
$38K -$10.5K -352 -22%
AAP
30
Arax Advisory Partners
Colorado
$34K -$233K -7,804 -87%
OCM
31
Orion Capital Management
California
$31K – – –
UBS Group
32
UBS Group
Switzerland
$5K +$687 +23 +16%
Citadel Advisors
33
Citadel Advisors
Florida
– -$660K -22,302 Closed
Wolverine Trading
34
Wolverine Trading
Illinois
– -$622K -20,957 Closed
IFAM
35
Institutional & Family Asset Management
Colorado
– -$74K -2,510 Closed
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