We are live on ! Find out more
UDEC

Innovator US Equity Ultra Buffer ETF December

56 hedge funds and large institutions have $51.2M invested in Innovator US Equity Ultra Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

0% more funds holding

Funds holding: 5656 (0)

6.8% less ownership

Funds ownership: 73.73%66.93% (-6.8%)

24% less capital invested

Capital invested by funds: $67.3M → $51.2M (-$16.1M)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
56
Holders Change
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
26
Archer Investment Corporation
Indiana
$604K -$54.3K -1,616 -8%
LPL Financial
27
LPL Financial
California
$570K +$9.11K +271 +2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$532K +$233K +6,942 +81%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$527K +$41.5K +1,233 +9%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$487K -$108K -3,200 -18%
AWM
31
AE Wealth Management
Kansas
$479K -$22.4K -667 -5%
HI
32
Harbour Investments
Wisconsin
$441K -$5.08K -151 -1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$403K
Citadel Advisors
34
Citadel Advisors
Florida
$382K +$121K +3,590 +48%
SPIA
35
Steward Partners Investment Advisory
New York
$371K
MCC
36
Money Concepts Capital
Florida
$342K -$182K -5,400 -35%
OMC
37
Old Mission Capital
Illinois
$322K -$367K -10,908 -54%
Wolverine Trading
38
Wolverine Trading
Illinois
$319K +$313K +9,317 New
CAG
39
Compass Advisory Group
New York
$319K
AAS
40
Ameritas Advisory Services
Nebraska
$310K
AFP
41
Ausdal Financial Partners
Iowa
$305K
WA
42
Wealth Alliance
New York
$270K
FA
43
FC Advisory
Pennsylvania
$269K
Cerity Partners
44
Cerity Partners
New York
$257K
CA
45
Continuum Advisory
Idaho
$233K
AWM
46
Atticus Wealth Management
Florida
$151K
SWM
47
Sugarloaf Wealth Management
Georgia
$132K
IA
48
IFP Advisors
Florida
$58.4K -$42K -1,250 -42%
TWP
49
Triad Wealth Partners
Kansas
$34K +$33.4K +992 New
DFA
50
DHJJ Financial Advisors
Illinois
$32.9K