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Innovator US Equity Ultra Buffer ETF December
UDEC

Overview Fund Activity

56 hedge funds and large institutions have $67.3M invested in Innovator US Equity Ultra Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$18.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.2M
3
KAS
3
Kestra Advisory Services
Texas
$1.42M
4
OMC
4
Old Mission Capital
Illinois
$679K
5
LPL Financial
5
LPL Financial
California
$547K

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$2.06M
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
AIA
3
Alera Investment Advisors
Illinois
$0
4
TWM
4
Tradition Wealth Management
Minnesota
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$589K +$4.18K +125 +0.7%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$581K -$297K -8,886 -34%
LPL Financial
28
LPL Financial
California
$547K +$547K +16,355 New
MCC
29
Money Concepts Capital
Florida
$514K – – –
AWM
30
AE Wealth Management
Kansas
$489K -$33K -987 -6%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$485K +$155K +4,626 +47%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$473K – – –
HI
33
Harbour Investments
Wisconsin
$435K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$393K -$23K -688 -6%
SPIA
35
Steward Partners Investment Advisory
New York
$362K – – –
CAN
36
Cetera Advisor Networks
California
$350K -$53.5K -1,600 -13%
CAG
37
Compass Advisory Group
New York
$311K -$13.5K -405 -4%
AAS
38
Ameritas Advisory Services
Nebraska
$302K +$302K +9,036 New
AFP
39
Ausdal Financial Partners
Iowa
$298K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$287K +$164K +4,899 +133%
WA
41
Wealth Alliance
New York
$263K – – –
FA
42
FC Advisory
Pennsylvania
$263K – – –
Citadel Advisors
43
Citadel Advisors
Florida
$252K – – –
Cerity Partners
44
Cerity Partners
New York
$251K – – –
AWM
45
Accurate Wealth Management
Florida
$235K +$235K +7,177 New
CA
46
Continuum Advisory
Idaho
$228K – – –
AWM
47
Atticus Wealth Management
Florida
$148K – – –
SWM
48
Sugarloaf Wealth Management
Georgia
$129K – – –
IA
49
IFP Advisors
Florida
$98.7K – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$89.2K +$89.2K +2,670 New
1
2
3