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UDEC
Innovator US Equity Ultra Buffer ETF December
UDEC
UDEC
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
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
14% more funds holding
Funds holding: 49 → 56 (+7)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
2.49% less ownership
Funds ownership: 71.36% → 68.88% (-2.5%)
93% less capital invested
Capital invested by funds: $927M → $68.1M (-$859M)
Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.89%
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
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Sugarloaf Wealth Management
Duluth,
Georgia
| $31.4K | – | – | – |
|
|
BAM
52
Belpointe Asset Management
Reno,
Nevada
| $9.64K | +$6.89K | +246 | +267% |
|
|
SS
53
Sunbelt Securities
Houston,
Texas
| $6.08K | +$6.03K | +215 | New |
|
54
Commonwealth Equity Services
Waltham,
Massachusetts
| $3.2K | +$609K | +21,732 | +24% |
|
55
Morgan Stanley
New York
| $3.05K | +$3K | +107 | New |
|
56
UBS Group
Zurich,
Switzerland
| $2.77K | +$2.72K | +97 | New |
|
|
KWM
57
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$3.3M | -120,367 | Closed |
|
|
MCC
58
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$422K | -15,387 | Closed |
|
|
VT
59
Vise Technologies
New York
| – | -$316K | -11,531 | Closed |
|
|
SAG
60
SageView Advisory Group
Newport Beach,
California
| – | -$312K | -11,357 | Closed |
|