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UDEC

Innovator US Equity Ultra Buffer ETF December

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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

43% more capital invested

Capital invested by funds: $19.6M → $28M (+$8.47M)

13% more funds holding

Funds holding: 3236 (+4)

11.79% more ownership

Funds ownership: 46.28%58.06% (+12%)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

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
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$6.19M +$6.22M +209,824 New
KWM
2
Kingsview Wealth Management
Oregon
$3.11M +$4.83K +163 +0.2%
AA
3
Advisory Alpha
Michigan
$1.69M +$1.67M +56,449 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.52M -$24.9K -842 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.48M
SB
6
Strategic Blueprint
Georgia
$1.39M +$61.4K +2,074 +5%
CRWM
7
Castle Rock Wealth Management
California
$1.33M -$33.7K -1,138 -2%
AIC
8
Archer Investment Corporation
Indiana
$1.3M -$31.8K -1,074 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$913K +$13.1K +443 +1%
IA
10
IFP Advisors
Florida
$790K +$771K +26,014 +653%
CAG
11
Compass Advisory Group
New York
$765K
AWA
12
Arete Wealth Advisors
Illinois
$717K +$80.6K +2,719 +13%
TWM
13
Tradition Wealth Management
Minnesota
$672K -$51.5K -1,737 -7%
WKSWA
14
White Knight Strategic Wealth Advisors
New Jersey
$570K -$40.1K -1,355 -7%
CA
15
Cetera Advisors
Colorado
$519K -$16.5K -558 -3%
AIA
16
Alera Investment Advisors
Illinois
$518K -$326 -11 -0.1%
SIA
17
Soltis Investment Advisors
Utah
$458K -$910K -30,723 -67%
MCC
18
Money Concepts Capital
Florida
$390K +$281K +9,500 +267%
CFCI
19
Comprehensive Financial Consultants Institutional
Indiana
$378K
VCM
20
Virtue Capital Management
Tennessee
$363K
Truist Financial
21
Truist Financial
North Carolina
$319K
RA
22
RFG Advisory
Alabama
$312K +$309K +10,440 New
CAN
23
Cetera Advisor Networks
California
$287K
Wolverine Trading
24
Wolverine Trading
Illinois
$287K +$283K +9,569 New
AAS
25
Ameritas Advisory Services
Nebraska
$276K -$741 -25 -0.3%