UDEC icon

Innovator US Equity Ultra Buffer ETF December

48 hedge funds and large institutions have $53.9M invested in Innovator US Equity Ultra Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
2
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$7.69M 261,808 +261,808 New
NA
2
NewEdge Advisors
Louisiana
$5.79M 196,952 -8,768 -4%
MOS
3
MGO One Seven
Ohio
$4.13M 140,654 +140,654 New
BCM
4
Brookstone Capital Management
Illinois
$3.64M 124,058 -22,691 -15%
MAM
5
Milestone Asset Management
Pennsylvania
$3.19M 108,691 -5,337 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.07M 104,642 -13,126 -11%
KWM
7
KFG Wealth Management
Indiana
$3.03M 103,158 -10,803 -9%
FIA
8
Foundations Investment Advisors
Arizona
$2.97M 101,127 +101,127 New
CRWM
9
Castle Rock Wealth Management
California
$1.67M 56,715
Osaic Holdings
10
Osaic Holdings
Arizona
$1.65M 55,999 -21,570 -28%
PCA
11
Prosperity Capital Advisors
Ohio
$1.58M 53,645 -42,677 -44%
Truist Financial
12
Truist Financial
North Carolina
$1.29M 43,923 -3,479 -7%
AIC
13
Archer Investment Corporation
Indiana
$1.17M 39,905 -1,710 -4%
TF
14
Trek Financial
Arizona
$1.11M 37,665
SB
15
Strategic Blueprint
Georgia
$1.1M 37,593 -4,910 -12%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.04M 35,378 +35,378 New
HighTower Advisors
17
HighTower Advisors
Illinois
$1.02M 34,759 -5,144 -13%
OWA
18
Octavia Wealth Advisors
Ohio
$774K 26,355
AWM
19
Atticus Wealth Management
Florida
$689K 23,461
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$512K 17,414 +17,414 New
AIA
21
Alera Investment Advisors
Illinois
$508K 17,294
CA
22
Cetera Advisors
Colorado
$470K 16,007
TWM
23
Tradition Wealth Management
Minnesota
$460K 15,314 +825 +6%
MML Investors Services
24
MML Investors Services
Massachusetts
$433K 14,742 -1,400 -9%
Citadel Advisors
25
Citadel Advisors
Florida
$423K 14,404 -8,065 -36%