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Innovator US Equity Ultra Buffer ETF December
UDEC

Overview Fund Activity

36 hedge funds and large institutions have $28M invested in Innovator US Equity Ultra Buffer ETF December in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$6.19M
2
AA
2
Advisory Alpha
Michigan
$1.69M
3
IA
3
IFP Advisors
Florida
$790K
4
RA
4
RFG Advisory
Alabama
$312K
5
Wolverine Trading
5
Wolverine Trading
Illinois
$287K

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$458K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
TWM
3
Tradition Wealth Management
Minnesota
$672K
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$31.8K
5
WKSWA
5
White Knight Strategic Wealth Advisors
New Jersey
$570K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$6.19M 209,824 +209,824 New
KWM
2
Kingsview Wealth Management
Oregon
$3.11M 104,072 +163 +0.2%
AA
3
Advisory Alpha
Michigan
$1.69M 56,449 +56,449 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.52M 50,996 -842 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.48M 49,500 – –
SB
6
Strategic Blueprint
Georgia
$1.39M 46,489 +2,074 +5%
CRWM
7
Castle Rock Wealth Management
California
$1.33M 44,779 -1,138 -2%
AIC
8
Archer Investment Corporation
Indiana
$1.3M 43,923 -1,074 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$913K 30,580 +443 +1%
IA
10
IFP Advisors
Florida
$790K 30,000 +26,014 +653%
CAG
11
Compass Advisory Group
New York
$765K 25,628 – –
AWA
12
Arete Wealth Advisors
Illinois
$717K 24,008 +2,719 +13%
TWM
13
Tradition Wealth Management
Minnesota
$672K 23,163 -1,737 -7%
WKSWA
14
White Knight Strategic Wealth Advisors
New Jersey
$570K 19,094 -1,355 -7%
CA
15
Cetera Advisors
Colorado
$519K 17,372 -558 -3%
AIA
16
Alera Investment Advisors
Illinois
$518K 17,344 -11 -0.1%
SIA
17
Soltis Investment Advisors
Utah
$458K 15,325 -30,723 -67%
MCC
18
Money Concepts Capital
Florida
$390K 13,062 +9,500 +267%
CFCI
19
Comprehensive Financial Consultants Institutional
Indiana
$378K 13,192 – –
VCM
20
Virtue Capital Management
Tennessee
$363K 12,162 – –
Truist Financial
21
Truist Financial
North Carolina
$319K 10,678 – –
RA
22
RFG Advisory
Alabama
$312K 10,440 +10,440 New
CAN
23
Cetera Advisor Networks
California
$287K 9,608 – –
Wolverine Trading
24
Wolverine Trading
Illinois
$287K 9,569 +9,569 New
AAS
25
Ameritas Advisory Services
Nebraska
$276K 9,261 -25 -0.3%
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