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UDEC

Innovator US Equity Ultra Buffer ETF December

53 hedge funds and large institutions have $47.5M invested in Innovator US Equity Ultra Buffer ETF December in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.74% less ownership

Funds ownership: 66.93%66.19% (-0.74%)

5% less funds holding

Funds holding: 5653 (-3)

7% less capital invested

Capital invested by funds: $51.2M → $47.5M (-$3.72M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

70% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 23

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$3.5K +$3.45K +100 New
AAP
52
Arax Advisory Partners
Colorado
$2K
UBS Group
53
UBS Group
Switzerland
$1.54K +$1.52K +44 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
-$532K -15,516 Closed
Citadel Advisors
55
Citadel Advisors
Florida
-$382K -11,136 Closed
AAS
56
Ameritas Advisory Services
Nebraska
-$310K -9,036 Closed
TWP
57
Triad Wealth Partners
Kansas
-$34K -992 Closed
CP
58
Camelot Portfolios
Ohio
-$1.92K -56 Closed

UDEC Hedge Fund Activity: Q3 2024 in Review

53 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q3 2024, worth a combined $47.5M — down 7.3% from $51.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of UDEC and 3 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 7 added.

The largest buyer was Prosperity Capital Advisors, adding an estimated $235K. The largest seller was Commonwealth Equity Services, cutting an estimated $839K.

  • 53 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q3 2024, down from 56 in Q2 2024.
  • Funds reported $47.5M of Innovator US Equity Ultra Buffer ETF December stock for Q3 2024, down 7.3% quarter-over-quarter.
  • 3 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q3 2024 and 6 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Ultra Buffer ETF December buyer in Q3 2024 was Prosperity Capital Advisors, an estimated $235K added.
  • The largest Innovator US Equity Ultra Buffer ETF December seller in Q3 2024 was Commonwealth Equity Services, an estimated $839K sold.

Based on aggregated 13F filings for Q3 2024.