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Innovator US Equity Ultra Buffer ETF December

112 hedge funds and large institutions have $211M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

65% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 51

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.29M
IWM
27
IMG Wealth Management
Florida
$1.97M
DLHL
28
Donald L. Hagan LLC
Florida
$1.93M
LPL Financial
29
LPL Financial
California
$1.9M
MW
30
MBL Wealth
North Carolina
$1.79M
ATPW
31
Ashton Thomas Private Wealth
Arizona
$1.76M
AWA
32
Arete Wealth Advisors
Illinois
$1.75M
SPC
33
Sigma Planning Corp
Michigan
$1.62M
SWM
34
Spire Wealth Management
Virginia
$1.55M
CRWM
35
Castle Rock Wealth Management
California
$1.52M
ASN
36
Advisory Services Network
Georgia
$1.41M
SB
37
Strategic Blueprint
Georgia
$1.4M
KWM
38
Kingsview Wealth Management
Oregon
$1.3M
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$1.29M
BEI
40
Benjamin Edwards Inc
Missouri
$1.15M
OWA
41
Octavia Wealth Advisors
Ohio
$1.01M
FPAS
42
Focus Partners Advisor Solutions
Missouri
$974K
MML Investors Services
43
MML Investors Services
Massachusetts
$968K
CWG
44
Crown Wealth Group
North Carolina
$959K
KPWS
45
Kestra Private Wealth Services
Texas
$955K
AIA
46
AssuredPartners Investment Advisors
Florida
$935K
JP Morgan Chase
47
JP Morgan Chase
New York
$913K
SA
48
Sonoma Allocations
California
$792K
FFG
49
Fiduciary Financial Group
California
$711K
LWM
50
Lakeridge Wealth Management
Ohio
$710K