We are live on ! Find out more
UDEC

Innovator US Equity Ultra Buffer ETF December

59 hedge funds and large institutions have $71.3M invested in Innovator US Equity Ultra Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

32% more capital invested

Capital invested by funds: $53.9M → $71.3M (+$17.4M)

23% more funds holding

Funds holding: 4859 (+11)

19% more ownership

Funds ownership: 73.94%92.94% (+19%)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
19
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$17.1M +$12.5M +409,305 +330%
NA
2
NewEdge Advisors
Louisiana
$7.47M +$1.03M +33,929 +17%
MOS
3
MGO One Seven
Ohio
$4.68M +$164K +5,403 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.82M +$446K +14,655 +14%
MAM
5
Milestone Asset Management
Pennsylvania
$3.38M -$94.9K -3,118 -3%
FIA
6
Foundations Investment Advisors
Arizona
$3.19M -$94.9K -3,117 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.38M +$553K +18,153 +32%
AWA
8
Arete Wealth Advisors
Illinois
$2.37M +$2.25M +73,900 New
KWM
9
KFG Wealth Management
Indiana
$2.17M -$1.08M -35,533 -34%
CRWM
10
Castle Rock Wealth Management
California
$1.84M +$39.6K +1,302 +2%
Truist Financial
11
Truist Financial
North Carolina
$1.62M +$200K +6,570 +15%
PCA
12
Prosperity Capital Advisors
Ohio
$1.59M -$126K -4,123 -8%
SWM
13
Spire Wealth Management
Virginia
$1.53M +$1.38M +45,487 +2,333%
SB
14
Strategic Blueprint
Georgia
$1.2M -$7.95K -261 -0.7%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.08M -$32.6K -1,070 -3%
TF
16
Trek Financial
Arizona
$1.05M -$148K -4,850 -13%
OWA
17
Octavia Wealth Advisors
Ohio
$844K
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$842K +$800K +26,283 New
BFG
19
Berger Financial Group
Minnesota
$817K +$449K +14,750 +137%
GSIAS
20
Garden State Investment Advisory Services
New Jersey
$813K +$773K +25,380 New
MML Investors Services
21
MML Investors Services
Massachusetts
$711K +$227K +7,455 +51%
LWM
22
Lakeridge Wealth Management
Ohio
$646K +$613K +20,152 New
AIC
23
Archer Investment Corporation
Indiana
$642K -$605K -19,858 -50%
CA
24
Cetera Advisors
Colorado
$642K +$123K +4,034 +25%
ASN
25
Advisory Services Network
Georgia
$561K +$533K +17,513 New