We are live on ! Find out more
UDEC

Innovator US Equity Ultra Buffer ETF December
UDEC

16 hedge funds and large institutions have $11.8M invested in Innovator US Equity Ultra Buffer ETF December in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

16.34% more ownership

Funds ownership: 29.23% → 45.57% (+16%)

15% more capital invested

Capital invested by funds: $10.3M → $11.8M (+$1.52M)

7% more funds holding

Funds holding: 15 → 16 (+1)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Soltis Investment Advisors
Utah
+$1.16M
2
DLHL
Donald L. Hagan LLC
Florida
+$797K
3
Truist Financial
Truist Financial
North Carolina
+$337K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$250K
5
OMC
Old Mission Capital
Illinois
+$222K

Top Sellers

1
IA
IFP Advisors
Florida
-$606K
2
Jane Street
Jane Street
New York
-$550K
3
AW
ACG Wealth
Georgia
-$223K
4
CAN
Cetera Advisor Networks
California
-$117K
5
Wolverine Trading
Wolverine Trading
Illinois
-$88.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$4.65M -$34.7K -1,278 -0.7%
DLHL
2
Donald L. Hagan LLC
Florida
$1.54M +$797K +29,366 +109%
SIA
3
Soltis Investment Advisors
Utah
$1.17M +$1.16M +42,618 New
OMC
4
Old Mission Capital
Illinois
$944K +$222K +8,174 +31%
CRWM
5
Castle Rock Wealth Management
California
$926K – – –
CA
6
Cetera Advisors
Colorado
$567K – – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$503K – – –
IA
8
IFP Advisors
Florida
$349K -$606K -22,355 -63%
Truist Financial
9
Truist Financial
North Carolina
$342K +$337K +12,425 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$252K +$250K +9,207 New
Wolverine Trading
11
Wolverine Trading
Illinois
$244K -$88.3K -3,255 -27%
AAP
12
Arax Advisory Partners
Colorado
$235K -$23.6K -871 -9%
Osaic Holdings
13
Osaic Holdings
Arizona
$40K +$32.6K +1,200 +391%
UBS Group
14
UBS Group
Switzerland
$38K +$37.4K +1,379 New
BFC
15
Bedel Financial Consulting
Indiana
$33K +$32.4K +1,193 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$12K – – –
Jane Street
17
Jane Street
New York
– -$550K -20,725 Closed
AW
18
ACG Wealth
Georgia
– -$223K -8,400 Closed
CAN
19
Cetera Advisor Networks
California
– -$117K -4,405 Closed
AF
20
Advisornet Financial
Minnesota
– -$3K -125 Closed

UDEC Hedge Fund Activity: Q3 2020 in Review

16 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q3 2020, worth a combined $11.8M — up 15% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UDEC positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $1.16M. The largest seller was IFP Advisors, cutting an estimated $606K.

  • 16 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q3 2020, up from 15 in Q2 2020.
  • Funds reported $11.8M of Innovator US Equity Ultra Buffer ETF December stock for Q3 2020, up 15% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q3 2020 and 4 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Ultra Buffer ETF December buyer in Q3 2020 was Soltis Investment Advisors, an estimated $1.16M added.
  • The largest Innovator US Equity Ultra Buffer ETF December seller in Q3 2020 was IFP Advisors, an estimated $606K sold.

Based on aggregated 13F filings for Q3 2020.