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UDEC

Innovator US Equity Ultra Buffer ETF December

27 hedge funds and large institutions have $33.9M invested in Innovator US Equity Ultra Buffer ETF December in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

186% more capital invested

Capital invested by funds: $11.8M → $33.9M (+$22.1M)

69% more funds holding

Funds holding: 1627 (+11)

15.54% more ownership

Funds ownership: 45.57%61.1% (+16%)

Holders
27
Holders Change
+11
Holders Change %
+68.75%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
8
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Atria Investments
North Carolina
$14.2M +$14M +500,660 New
Mariner
2
Mariner
Kansas
$4.28M -$552K -19,755 -12%
DLHL
3
Donald L. Hagan LLC
Florida
$2.72M +$1.09M +39,206 +70%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.17M +$2.13M +76,236 New
Osaic Holdings
5
Osaic Holdings
Arizona
$1.01M +$954K +34,154 +2,266%
CRWM
6
Castle Rock Wealth Management
California
$1M +$41.9K +1,500 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$975K +$443K +15,849 +86%
AIC
8
Archer Investment Corporation
Indiana
$780K +$766K +27,424 New
CAG
9
Compass Advisory Group
New York
$729K +$716K +25,628 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$711K +$441K +15,790 +171%
AWA
11
Arete Wealth Advisors
Illinois
$682K +$673K +24,115 New
CA
12
Cetera Advisors
Colorado
$590K
TWM
13
Tradition Wealth Management
Minnesota
$588K +$577K +20,650 New
SB
14
Strategic Blueprint
Georgia
$587K +$576K +20,616 New
IA
15
IFP Advisors
Florida
$492K +$126K +4,494 +35%
CAN
16
Cetera Advisor Networks
California
$455K +$446K +15,983 New
FHC
17
First Heartland Consultants
Missouri
$394K +$387K +13,844 New
Truist Financial
18
Truist Financial
North Carolina
$354K
AAP
19
Arax Advisory Partners
Colorado
$270K +$24.3K +871 +10%
Wolverine Trading
20
Wolverine Trading
Illinois
$235K -$18.5K -664 -7%
IFAM
21
Institutional & Family Asset Management
Colorado
$221K +$216K +7,750 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$202K +$198K +7,082 New
MCC
23
Money Concepts Capital
Florida
$101K +$99.5K +3,562 New
BFC
24
Bedel Financial Consulting
Indiana
$54K +$19.7K +704 +59%
OCM
25
Orion Capital Management
California
$29K +$28.5K +1,020 New