We are live on ! Find out more
UDEC

Innovator US Equity Ultra Buffer ETF December

28 hedge funds and large institutions have $14.8M invested in Innovator US Equity Ultra Buffer ETF December in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.5% less ownership

Funds ownership: 46.38%45.88% (-0.5%)

15% less funds holding

Funds holding: 3328 (-5)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

49% less capital invested

Capital invested by funds: $28.8M → $14.8M (-$14M)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
4
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DLHL
1
Donald L. Hagan LLC
Florida
$2.71M -$325K -11,108 -11%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.63M +$32K +1,095 +1%
CRWM
3
Castle Rock Wealth Management
California
$1.04M
CAG
4
Compass Advisory Group
New York
$756K
AIC
5
Archer Investment Corporation
Indiana
$741K -$64.9K -2,218 -8%
OMC
6
Old Mission Capital
Illinois
$700K -$485K -16,582 -41%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$664K -$120K -4,100 -15%
CA
8
Cetera Advisors
Colorado
$611K
SB
9
Strategic Blueprint
Georgia
$608K
Osaic Holdings
10
Osaic Holdings
Arizona
$574K
AIA
11
Alera Investment Advisors
Illinois
$512K
IA
12
IFP Advisors
Florida
$467K +$14.1K +483 +3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$443K +$34.2K +1,169 +8%
FHC
14
First Heartland Consultants
Missouri
$408K
Wolverine Trading
15
Wolverine Trading
Illinois
$329K +$327K +11,181 New
CAN
16
Cetera Advisor Networks
California
$313K -$152K -5,205 -33%
Truist Financial
17
Truist Financial
North Carolina
$307K -$58.5K -2,000 -16%
AIC
18
Ameritas Investment Company
Nebraska
$275K +$273K +9,316 New
AAP
19
Arax Advisory Partners
Colorado
$269K +$267K +9,130 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$208K
IFAM
21
Institutional & Family Asset Management
Colorado
$74K
BFC
22
Bedel Financial Consulting
Indiana
$56K
HI
23
Harbour Investments
Wisconsin
$51K
UBS Group
24
UBS Group
Switzerland
$39K +$15.2K +518 +65%
OCM
25
Orion Capital Management
California
$30K