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Innovator US Equity Ultra Buffer ETF December
UDEC

Overview Fund Activity

48 hedge funds and large institutions have $53.9M invested in Innovator US Equity Ultra Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
2
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Soltis Investment Advisors
Utah
$7.69M
2
MOS
2
MGO One Seven
Ohio
$4.13M
3
FIA
3
Foundations Investment Advisors
Arizona
$2.97M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.04M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$512K

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
PCA
3
Prosperity Capital Advisors
Ohio
$1.58M
4
MSRI
4
Michael S. Ryan Inc
New York
$0
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRI
51
Michael S. Ryan Inc
New York
– -$1.2M -39,613 Closed
AWA
52
Arete Wealth Advisors
Illinois
– -$952K -31,538 Closed
WFAG
53
Worth Financial Advisory Group
North Carolina
– -$654K -21,660 Closed
CWS
54
Cypress Wealth Services
California
– -$560K -18,335 Closed
GS
55
GTS Securities
New York
– -$424K -14,041 Closed
CFCI
56
Comprehensive Financial Consultants Institutional
Indiana
– -$413K -13,520 Closed
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
– -$246K -8,150 Closed
SHIM
58
Stone House Investment Management
Pennsylvania
– -$209K -6,927 Closed
WP
59
WealthShield Partners
North Carolina
– -$104K -3,443 Closed
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