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UDEC

Innovator US Equity Ultra Buffer ETF December

26 hedge funds and large institutions have $16M invested in Innovator US Equity Ultra Buffer ETF December in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $14.8M → $16M (+$1.21M)

4.24% more ownership

Funds ownership: 45.88%50.12% (+4.2%)

7% less funds holding

Funds holding: 2826 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
4
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$2.64M +$2.64M +89,017 New
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.47M -$173K -5,856 -7%
OMC
3
Old Mission Capital
Illinois
$1.27M +$569K +19,226 +81%
CRWM
4
Castle Rock Wealth Management
California
$1.04M
SB
5
Strategic Blueprint
Georgia
$788K +$178K +6,000 +29%
CAG
6
Compass Advisory Group
New York
$759K
AWA
7
Arete Wealth Advisors
Illinois
$714K -$29.6K -1,000 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$691K +$115K +3,885 +20%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$667K
Citadel Advisors
10
Citadel Advisors
Florida
$660K +$660K +22,302 New
AIC
11
Archer Investment Corporation
Indiana
$626K -$117K -3,965 -16%
Wolverine Trading
12
Wolverine Trading
Illinois
$622K +$289K +9,776 +87%
CA
13
Cetera Advisors
Colorado
$546K -$68.1K -2,301 -11%
AIA
14
Alera Investment Advisors
Illinois
$514K
VCM
15
Virtue Capital Management
Tennessee
$360K +$360K +12,162 New
CAN
16
Cetera Advisor Networks
California
$314K
Truist Financial
17
Truist Financial
North Carolina
$287K -$22.1K -747 -7%
AIC
18
Ameritas Investment Company
Nebraska
$275K -$888 -30 -0.3%
AAP
19
Arax Advisory Partners
Colorado
$265K -$5.59K -189 -2%
IA
20
IFP Advisors
Florida
$243K -$224K -7,574 -48%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$77.6K +$77.6K +2,620 New
IFAM
22
Institutional & Family Asset Management
Colorado
$74K
HI
23
Harbour Investments
Wisconsin
$51K
BFC
24
Bedel Financial Consulting
Indiana
$47K -$8.88K -300 -16%
OCM
25
Orion Capital Management
California
$30K