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UDEC

Innovator US Equity Ultra Buffer ETF December
UDEC

32 hedge funds and large institutions have $19.6M invested in Innovator US Equity Ultra Buffer ETF December in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

23% more funds holding

Funds holding: 26 → 32 (+6)

22% more capital invested

Capital invested by funds: $16M → $19.6M (+$3.52M)

3.85% less ownership

Funds ownership: 50.12% → 46.28% (-3.8%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kingsview Wealth Management
Oregon
+$3.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$806K
3
TWM
Tradition Wealth Management
Minnesota
+$744K
4
AIC
Archer Investment Corporation
Indiana
+$713K
5
SB
Strategic Blueprint
Georgia
+$532K

Top Sellers

1
SIA
Soltis Investment Advisors
Utah
-$1.28M
2
OMC
Old Mission Capital
Illinois
-$1.07M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$941K
4
Citadel Advisors
Citadel Advisors
Florida
-$660K
5
Wolverine Trading
Wolverine Trading
Illinois
-$622K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$3.15M +$3.1M +103,909 New
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.57M -$941K -31,493 -38%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.5M +$806K +26,968 +120%
SIA
4
Soltis Investment Advisors
Utah
$1.4M -$1.28M -42,969 -48%
AIC
5
Archer Investment Corporation
Indiana
$1.36M +$713K +23,848 +113%
CRWM
6
Castle Rock Wealth Management
California
$1.36M +$324K +10,850 +31%
SB
7
Strategic Blueprint
Georgia
$1.34M +$532K +17,799 +67%
Osaic Holdings
8
Osaic Holdings
Arizona
$912K +$203K +6,791 +29%
CAG
9
Compass Advisory Group
New York
$776K – – –
TWM
10
Tradition Wealth Management
Minnesota
$732K +$744K +24,900 New
AWA
11
Arete Wealth Advisors
Illinois
$645K -$84.4K -2,826 -12%
WKSWA
12
White Knight Strategic Wealth Advisors
New Jersey
$619K +$611K +20,449 New
CA
13
Cetera Advisors
Colorado
$543K -$14.9K -500 -3%
AIA
14
Alera Investment Advisors
Illinois
$526K – – –
CFCI
15
Comprehensive Financial Consultants Institutional
Indiana
$388K +$394K +13,192 New
VCM
16
Virtue Capital Management
Tennessee
$368K – – –
Truist Financial
17
Truist Financial
North Carolina
$323K +$29.9K +1,000 +10%
CAN
18
Cetera Advisor Networks
California
$291K -$29.6K -990 -9%
AAS
19
Ameritas Advisory Services
Nebraska
$281K +$277K +9,286 New
FA
20
FC Advisory
Pennsylvania
$252K +$249K +8,330 New
CCM
21
Covington Capital Management
California
$242K +$239K +8,005 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$233K +$230K +7,702 New
OMC
23
Old Mission Capital
Illinois
$218K -$1.07M -35,777 -83%
IA
24
IFP Advisors
Florida
$121K -$127K -4,263 -52%
MCC
25
Money Concepts Capital
Florida
$108K +$106K +3,562 New
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