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UDEC

Innovator US Equity Ultra Buffer ETF December

56 hedge funds and large institutions have $51.2M invested in Innovator US Equity Ultra Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

0% more funds holding

Funds holding: 5656 (0)

6.8% less ownership

Funds ownership: 73.73%66.93% (-6.8%)

24% less capital invested

Capital invested by funds: $67.3M → $51.2M (-$16.1M)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
56
Holders Change
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthShield Partners
North Carolina
$23.1K -$14.5K -432 -39%
JP Morgan Chase
52
JP Morgan Chase
New York
$15.9K -$74.2K -2,207 -83%
Morgan Stanley
53
Morgan Stanley
New York
$3.67K
AAP
54
Arax Advisory Partners
Colorado
$1.96K
CP
55
Camelot Portfolios
Ohio
$1.92K +$1.88K +56 New
AWM
56
Accurate Wealth Management
Florida
-$235K -7,177 Closed
CP
57
Castleview Partners
Texas
-$14.4K -432 Closed
UBS Group
58
UBS Group
Switzerland
-$4.38K -131 Closed
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
+$269 +8 New