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UDEC

Innovator US Equity Ultra Buffer ETF December

35 hedge funds and large institutions have $25.9M invested in Innovator US Equity Ultra Buffer ETF December in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.59% less ownership

Funds ownership: 58.06%56.47% (-1.6%)

3% less funds holding

Funds holding: 3635 (-1)

8% less capital invested

Capital invested by funds: $28M → $25.9M (-$2.12M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

77% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 13

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$4.69M -$1.21M -42,248 -20%
KWM
2
Kingsview Wealth Management
Oregon
$2.89M -$602 -21 -0%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.41M -$6.59K -230 -0.5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.38M
CRWM
5
Castle Rock Wealth Management
California
$1.25M
SB
6
Strategic Blueprint
Georgia
$1.21M -$86.2K -3,010 -6%
AIC
7
Archer Investment Corporation
Indiana
$1.2M -$17K -594 -1%
SWM
8
Spire Wealth Management
Virginia
$1.15M +$1.18M +41,236 New
OMC
9
Old Mission Capital
Illinois
$1.03M +$803K +28,043 +306%
AWA
10
Arete Wealth Advisors
Illinois
$1.01M +$354K +12,358 +51%
Osaic Holdings
11
Osaic Holdings
Arizona
$990K +$144K +5,013 +16%
IA
12
IFP Advisors
Florida
$790K
CAG
13
Compass Advisory Group
New York
$713K
TWM
14
Tradition Wealth Management
Minnesota
$624K -$6.22K -217 -0.9%
AA
15
Advisory Alpha
Michigan
$561K -$1.04M -36,284 -64%
WKSWA
16
White Knight Strategic Wealth Advisors
New Jersey
$508K -$24.1K -840 -4%
CA
17
Cetera Advisors
Colorado
$483K
AIA
18
Alera Investment Advisors
Illinois
$481K -$1.43K -50 -0.3%
SIA
19
Soltis Investment Advisors
Utah
$381K -$46.5K -1,622 -11%
CFCI
20
Comprehensive Financial Consultants Institutional
Indiana
$367K
SAF
21
Smith Anglin Financial
Texas
$340K +$350K +12,227 New
VCM
22
Virtue Capital Management
Tennessee
$338K
Truist Financial
23
Truist Financial
North Carolina
$297K
CAN
24
Cetera Advisor Networks
California
$268K
Wolverine Trading
25
Wolverine Trading
Illinois
$263K -$4.44K -155 -2%