UDEC

Innovator US Equity Ultra Buffer ETF December

110 hedge funds and large institutions have $264M invested in Innovator US Equity Ultra Buffer ETF December in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

57% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 47

Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
51
Bravias Capital Group
New Jersey
$622K
DWM
52
Diversify Wealth Management
Utah
$606K
KPWS
53
Kestra Private Wealth Services
Texas
$559K
GSIAS
54
Garden State Investment Advisory Services
New Jersey
$556K
QCM
55
Quantinno Capital Management
New York
$547K
AWM
56
Axxcess Wealth Management
California
$547K
FLFS
57
Family Legacy Financial Solutions
North Carolina
$542K
KWM
58
Kingsview Wealth Management
Oregon
$535K
AWA
59
Arkadios Wealth Advisors
Georgia
$526K
NAS
60
NWF Advisory Services
California
$524K
PA
61
PFG Advisors
Arizona
$512K
AIC
62
Archer Investment Corporation
Indiana
$474K
RFW
63
Redwood Family Wealth
Texas
$469K
HI
64
Harbour Investments
Wisconsin
$426K
BTI
65
Blue Trust Inc
Georgia
$425K
NFS
66
NewCorp Financial Services
Georgia
$415K
SAM
67
Summit Asset Management
Tennessee
$413K
SPC
68
Sigma Planning Corp
Michigan
$388K
SWA
69
Stratos Wealth Advisors
Ohio
$388K
WMA
70
William Mack & Associates
Michigan
$358K
CAG
71
Compass Advisory Group
New York
$357K
SPIA
72
Steward Partners Investment Advisory
New York
$336K
CA
73
Clearstead Advisors
Ohio
$322K
CWG
74
Cornerstone Wealth Group
North Carolina
$318K
FHC
75
First Heartland Consultants
Missouri
$312K