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UDEC

Innovator US Equity Ultra Buffer ETF December

102 hedge funds and large institutions have $297M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

129% more capital invested

Capital invested by funds: $130M → $297M (+$167M)

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

31% more funds holding

Funds holding: 78102 (+24)

3.78% more ownership

Funds ownership: 89.56%93.34% (+3.8%)

Holders
102
Holders Change
+24
Holders Change %
+30.77%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
31
Increased
33
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.05M -$17.6K -499 -0.8%
BFWM
27
Bright Futures Wealth Management
New York
$1.89M +$116K +3,304 +6%
DLHL
28
Donald L. Hagan LLC
Florida
$1.87M -$1.83M -51,983 -49%
IWM
29
IMG Wealth Management
Florida
$1.75M +$1.44M +40,922 +401%
AWA
30
Arete Wealth Advisors
Illinois
$1.7M -$67.3K -1,913 -4%
CVA
31
Central Valley Advisors
California
$1.54M -$68.9K -1,957 -4%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.53M +$525K +14,924 +50%
CRWM
33
Castle Rock Wealth Management
California
$1.53M -$21.7K -617 -1%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.52M +$267K +7,597 +21%
LIWM
35
Long Island Wealth Management
New York
$1.41M +$1.44M +40,965 New
ASN
36
Advisory Services Network
Georgia
$1.27M
MW
37
MBL Wealth
North Carolina
$1.27M +$960K +27,283 +281%
SB
38
Strategic Blueprint
Georgia
$1.26M -$32.1K -913 -2%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$1.06M +$1.09M +30,850 New
CWG
40
Crown Wealth Group
North Carolina
$1M +$1.03M +29,177 New
BEI
41
Benjamin Edwards Inc
Missouri
$976K +$1M +28,443 New
OWA
42
Octavia Wealth Advisors
Ohio
$904K
MML Investors Services
43
MML Investors Services
Massachusetts
$896K -$139K -3,955 -13%
LPL Financial
44
LPL Financial
California
$871K +$43.6K +1,240 +5%
GSIAS
45
Garden State Investment Advisory Services
New Jersey
$871K
FA
46
Fermata Advisors
California
$820K -$175K -4,971 -17%
WP
47
WealthShield Partners
North Carolina
$687K
AAS
48
Ameritas Advisory Services
Nebraska
$675K -$840K -23,869 -55%
AIA
49
AssuredPartners Investment Advisors
Florida
$671K +$377K +10,728 +122%
LWM
50
Lakeridge Wealth Management
Ohio
$652K -$4.82K -137 -0.7%