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Innovator US Equity Ultra Buffer ETF December
UDEC

Overview Fund Activity

48 hedge funds and large institutions have $53.9M invested in Innovator US Equity Ultra Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
2
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Soltis Investment Advisors
Utah
$7.69M
2
MOS
2
MGO One Seven
Ohio
$4.13M
3
FIA
3
Foundations Investment Advisors
Arizona
$2.97M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.04M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$512K

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
PCA
3
Prosperity Capital Advisors
Ohio
$1.58M
4
MSRI
4
Michael S. Ryan Inc
New York
$0
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$380K – – –
CAG
27
Compass Advisory Group
New York
$374K – – –
RJFSA
28
Raymond James Financial Services Advisors
Florida
$336K – – –
BFG
29
Berger Financial Group
Minnesota
$316K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$315K -$140K -4,744 -31%
AWM
31
AE Wealth Management
Kansas
$270K -$354K -12,051 -57%
AAS
32
Ameritas Advisory Services
Nebraska
$267K +$267K +9,086 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$248K -$46.5K -1,583 -16%
FA
34
FC Advisory
Pennsylvania
$245K – – –
UBS Group
35
UBS Group
Switzerland
$232K +$168K +5,732 +267%
WA
36
Wealth Alliance
New York
$231K – – –
CAN
37
Cetera Advisor Networks
California
$227K -$30.8K -1,050 -12%
Cerity Partners
38
Cerity Partners
New York
$220K – – –
TC
39
TownSquare Capital
Utah
$220K +$220K +7,473 New
CA
40
Continuum Advisory
Idaho
$201K +$201K +6,841 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$168K +$168K +5,732 New
IA
42
IFP Advisors
Florida
$86.8K – – –
SWM
43
Spire Wealth Management
Virginia
$57.3K – – –
SWM
44
Sugarloaf Wealth Management
Georgia
$32.3K – – –
DFA
45
DHJJ Financial Advisors
Illinois
$28.2K +$28.2K +960 New
SS
46
Sunbelt Securities
Texas
$6.32K – – –
AAP
47
Arax Advisory Partners
Colorado
$3.91K -$29.5K -1,004 -88%
Morgan Stanley
48
Morgan Stanley
New York
$3.14K – – –
OMC
49
Old Mission Capital
Illinois
– -$8.17M -270,534 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$1.9M -62,972 Closed
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