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UDEC

Innovator US Equity Ultra Buffer ETF December

78 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 5

173% more capital invested

Capital invested by funds: $47.5M → $130M (+$82.4M)

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

47% more funds holding

Funds holding: 5378 (+25)

23.37% more ownership

Funds ownership: 66.19%89.56% (+23%)

Holders
78
Holders Change
+25
Holders Change %
+47.17%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
23
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
51
Money Concepts Capital
Florida
$350K
MW
52
MBL Wealth
North Carolina
$340K +$342K +9,699 New
CAG
53
Compass Advisory Group
New York
$327K
WMA
54
William Mack & Associates
Michigan
$324K +$326K +9,223 New
AIA
55
AssuredPartners Investment Advisors
Florida
$310K +$312K +8,824 New
AFP
56
Ausdal Financial Partners
Iowa
$303K -$9.04K -256 -3%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$300K +$100K +2,835 +50%
WA
58
Wealth Alliance
New York
$276K
FA
59
FC Advisory
Pennsylvania
$276K
Cerity Partners
60
Cerity Partners
New York
$263K
MOS
61
MGO One Seven
Ohio
$247K -$3.24M -91,876 -93%
CA
62
CoreCap Advisors
Michigan
$244K +$246K +6,956 New
W
63
WorthPointe
California
$238K +$240K +6,789 New
AWM
64
Accurate Wealth Management
Florida
$236K +$238K +6,733 New
CWG
65
Cornerstone Wealth Group
North Carolina
$235K +$236K +6,687 New
FIA
66
Foundations Investment Advisors
Arizona
$223K +$225K +6,367 New
NA
67
Novus Advisors
South Carolina
$221K +$223K +6,310 New
CW
68
CreativeOne Wealth
Kansas
$205K +$206K +5,830 New
UBS Group
69
UBS Group
Switzerland
$172K +$171K +4,856 +11,036%
AWM
70
Atticus Wealth Management
Florida
$155K
SWM
71
Sugarloaf Wealth Management
Georgia
$154K +$19.4K +550 +14%
AIC
72
Archer Investment Corporation
Indiana
$139K
IA
73
IFP Advisors
Florida
$73.8K +$14.1K +400 +23%
DFA
74
DHJJ Financial Advisors
Illinois
$19.3K -$14.5K -410 -43%
JP Morgan Chase
75
JP Morgan Chase
New York
$16.2K