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UDEC

Innovator US Equity Ultra Buffer ETF December
UDEC

36 hedge funds and large institutions have $28M invested in Innovator US Equity Ultra Buffer ETF December in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

43% more capital invested

Capital invested by funds: $19.6M → $28M (+$8.47M)

13% more funds holding

Funds holding: 32 → 36 (+4)

11.79% more ownership

Funds ownership: 46.28% → 58.06% (+12%)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$6.22M
2
AA
Advisory Alpha
Michigan
+$1.67M
3
IA
IFP Advisors
Florida
+$771K
4
RA
RFG Advisory
Alabama
+$309K
5
Wolverine Trading
Wolverine Trading
Illinois
+$283K

Top Sellers

1
SIA
Soltis Investment Advisors
Utah
-$910K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$233K
3
TWM
Tradition Wealth Management
Minnesota
-$51.5K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$40.6K
5
WKSWA
White Knight Strategic Wealth Advisors
New Jersey
-$40.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$274K +$58.5K +1,974 +27%
FA
27
FC Advisory
Pennsylvania
$249K – – –
CCM
28
Covington Capital Management
California
$239K – – –
OWA
29
Octavia Wealth Advisors
Ohio
$230K +$228K +7,699 New
Citadel Advisors
30
Citadel Advisors
Florida
$226K +$224K +7,576 New
JWBC
31
John W. Brooker & Co
California
$128K +$127K +4,300 New
BFC
32
Bedel Financial Consulting
Indiana
$52K +$14.9K +503 +40%
AAP
33
Arax Advisory Partners
Colorado
$34K – – –
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$31.8K -$40.6K -1,370 -56%
OCM
35
Orion Capital Management
California
$22K -$8K -270 -26%
UBS Group
36
UBS Group
Switzerland
$5K – – –
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
– -$233K -7,702 Closed
1
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