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Innovator US Equity Ultra Buffer ETF December
UDEC

Overview Fund Activity

49 hedge funds and large institutions have $927M invested in Innovator US Equity Ultra Buffer ETF December in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+17
Holders Change %
+53.13%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
13
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Fermata Advisors
California
$6.21M
2
NA
2
NewEdge Advisors
Louisiana
$5.43M
3
BCM
3
Brookstone Capital Management
Illinois
$4.47M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.35M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.48M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$874M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
SWM
3
Spire Wealth Management
Virginia
$567K
4
AA
4
Advisory Alpha
Michigan
$0
5
SAF
5
Smith Anglin Financial
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WKSWA
26
White Knight Strategic Wealth Advisors
New Jersey
$481K -$17.5K -636 -4%
AIA
27
Alera Investment Advisors
Illinois
$474K – – –
CA
28
Cetera Advisors
Colorado
$447K -$29.7K -1,084 -6%
MCC
29
Money Concepts Capital
Florida
$422K +$261K +9,500 +161%
HI
30
Harbour Investments
Wisconsin
$383K +$336K +12,240 +707%
Wolverine Trading
31
Wolverine Trading
Illinois
$381K +$381K +13,898 New
CFCI
32
Comprehensive Financial Consultants Institutional
Indiana
$377K +$9.15K +328 +2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$331K +$72.3K +2,637 +28%
VT
34
Vise Technologies
New York
$316K +$316K +11,531 New
SAG
35
SageView Advisory Group
California
$312K +$312K +11,357 New
DIM
36
Delta Investment Management
California
$292K +$292K +10,635 New
BFG
37
Berger Financial Group
Minnesota
$288K – – –
AWM
38
AE Wealth Management
Kansas
$281K +$281K +10,260 New
AAS
39
Ameritas Advisory Services
Nebraska
$251K -$357 -13 -0.1%
CAN
40
Cetera Advisor Networks
California
$241K -$22.4K -816 -8%
FA
41
FC Advisory
Pennsylvania
$228K – – –
WA
42
Wealth Alliance
New York
$216K +$216K +7,866 New
Cerity Partners
43
Cerity Partners
New York
$206K +$206K +7,505 New
GSIAS
44
Garden State Investment Advisory Services
New Jersey
$202K +$202K +7,350 New
ASN
45
Advisory Services Network
Georgia
$97.7K +$97.7K +3,563 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$41K +$41K +1,500 New
AAP
47
Arax Advisory Partners
Colorado
$31.2K – – –
SWM
48
Sugarloaf Wealth Management
Georgia
$30.2K +$30.2K +1,100 New
BAM
49
Belpointe Asset Management
Nevada
$2.52K +$2.52K +92 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
– -$837K -30,018 Closed
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2
3