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Innovator US Equity Ultra Buffer ETF December
UDEC

Overview Fund Activity

77 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
77
Holders Change
+24
Holders Change %
+45.28%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
30
Increased
23
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$33.5M
2
TPW
2
Talon Private Wealth
Florida
$9.6M
3
EMAM
3
Encompass More Asset Management
California
$5.72M
4
DLHL
4
Donald L. Hagan LLC
Florida
$3.74M
5
KAS
5
Kestra Advisory Services
Texas
$4.23M

Top Sellers

1
MOS
1
MGO One Seven
Ohio
$247K
2
Jane Street
2
Jane Street
New York
$0
3
Wolverine Trading
3
Wolverine Trading
Illinois
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
NA
5
NewEdge Advisors
Louisiana
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.06M +$184K +5,243 +21%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.04M +$547K +15,578 +110%
FA
28
Fermata Advisors
California
$1.01M +$1.01M +28,892 New
IWM
29
IHT Wealth Management
Illinois
$999K +$999K +28,470 New
Raymond James Financial
30
Raymond James Financial
Florida
$927K +$927K +26,414 New
OWA
31
Octavia Wealth Advisors
Ohio
$925K – – –
AWM
32
AE Wealth Management
Kansas
$892K +$406K +11,561 +83%
GSIAS
33
Garden State Investment Advisory Services
New Jersey
$891K – – –
TF
34
Trek Financial
Arizona
$889K +$367K +10,464 +70%
HighTower Advisors
35
HighTower Advisors
Illinois
$850K – – –
LPL Financial
36
LPL Financial
California
$848K +$124K +3,544 +17%
WP
37
WealthShield Partners
North Carolina
$702K +$679K +19,345 +2,870%
LWM
38
Lakeridge Wealth Management
Ohio
$672K -$35.1K -1,000 -5%
Citadel Advisors
39
Citadel Advisors
Florida
$611K +$611K +17,406 New
BCG
40
Bravias Capital Group
New Jersey
$601K +$601K +16,862 New
AFGAS
41
Allegiance Financial Group Advisory Services
Virginia
$537K +$537K +15,298 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$525K -$290K -8,264 -36%
MW
43
Maia Wealth
Colorado
$492K +$492K +13,843 New
WTFG
44
Wood Tarver Financial Group
Idaho
$476K +$476K +13,570 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$475K +$95.4K +2,722 +25%
SAG
46
SageView Advisory Group
California
$465K +$465K +13,238 New
HI
47
Harbour Investments
Wisconsin
$450K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$360K -$20K -570 -5%
IWM
49
IMG Wealth Management
Florida
$358K +$358K +10,200 New
SWA
50
Stratos Wealth Advisors
Ohio
$351K +$351K +10,000 New
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