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Innovator US Equity Ultra Buffer ETF December
UDEC

Overview Fund Activity

56 hedge funds and large institutions have $68.1M invested in Innovator US Equity Ultra Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
15
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$11.5M
2
DIM
2
Delta Investment Management
California
$8.01M
3
KWM
3
KFG Wealth Management
Indiana
$3.12M
4
PCA
4
Prosperity Capital Advisors
Ohio
$3.11M
5
MOS
5
MGO One Seven
Ohio
$1.2M

Top Sellers

1
FA
1
Fermata Advisors
California
$229K
2
KWM
2
Kingsview Wealth Management
Oregon
$0
3
IA
3
IFP Advisors
Florida
$77.9K
4
MCC
4
Money Concepts Capital
Florida
$0
5
BCM
5
Brookstone Capital Management
Illinois
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Sugarloaf Wealth Management
Georgia
$31.4K – – –
BAM
52
Belpointe Asset Management
Nevada
$9.64K +$7.01K +246 +267%
SS
53
Sunbelt Securities
Texas
$6.08K +$6.08K +215 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$3.2K +$620 +21,732 +24%
Morgan Stanley
55
Morgan Stanley
New York
$3.05K +$3.05K +107 New
UBS Group
56
UBS Group
Switzerland
$2.77K +$2.77K +97 New
KWM
57
Kingsview Wealth Management
Oregon
– -$3.3M -120,367 Closed
MCC
58
Money Concepts Capital
Florida
– -$422K -15,387 Closed
VT
59
Vise Technologies
New York
– -$316K -11,531 Closed
SAG
60
SageView Advisory Group
California
– -$312K -11,357 Closed
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