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UDEC

Innovator US Equity Ultra Buffer ETF December
UDEC

59 hedge funds and large institutions have $71.3M invested in Innovator US Equity Ultra Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

32% more capital invested

Capital invested by funds: $53.9M → $71.3M (+$17.4M)

23% more funds holding

Funds holding: 48 → 59 (+11)

19% more ownership

Funds ownership: 73.94% → 92.94% (+19%)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
19
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$12.5M
2
SAG
SageView Advisory Group
California
+$12.4M
3
AWA
Arete Wealth Advisors
Illinois
+$2.25M
4
SWM
Spire Wealth Management
Virginia
+$1.38M
5
NA
NewEdge Advisors
Louisiana
+$1.03M

Top Sellers

1
SIA
Soltis Investment Advisors
Utah
-$7.69M
2
KWM
KFG Wealth Management
Indiana
-$1.08M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$821K
4
AIC
Archer Investment Corporation
Indiana
-$605K
5
AWM
Atticus Wealth Management
Florida
-$580K
Name Holding Trade Value Shares
Change 		Change in
Stake
LIWM
51
Long Island Wealth Management
New York
$98K +$93.3K +3,065 New
IA
52
IFP Advisors
Florida
$94.6K – – –
WP
53
WealthShield Partners
North Carolina
$35.4K +$33.7K +1,106 New
DFA
54
DHJJ Financial Advisors
Illinois
$30.8K – – –
CP
55
Castleview Partners
Texas
$13.8K +$13.2K +432 New
SAG
56
SageView Advisory Group
California
$12.5K +$12.4M +407,848 New
SS
57
Sunbelt Securities
Texas
$6.89K – – –
Morgan Stanley
58
Morgan Stanley
New York
$6.86K +$3.26K +107 +100%
AAP
59
Arax Advisory Partners
Colorado
$1.83K -$2.31K -76 -57%
SIA
60
Soltis Investment Advisors
Utah
– -$7.69M -261,808 Closed
JP Morgan Chase
61
JP Morgan Chase
New York
– -$512K -17,414 Closed
AAS
62
Ameritas Advisory Services
Nebraska
– -$267K -9,086 Closed
UBS Group
63
UBS Group
Switzerland
– -$232K -7,882 Closed
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