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Innovator US Equity Ultra Buffer ETF December
UDEC

Overview Fund Activity

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.

Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
0.87%
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
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$17.1M
2
AWA
2
Arete Wealth Advisors
Illinois
$2.37M
3
SWM
3
Spire Wealth Management
Virginia
$1.53M
4
NA
4
NewEdge Advisors
Louisiana
$7.47M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$842K

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$0
2
KWM
2
KFG Wealth Management
Indiana
$2.17M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$269K
4
AIC
4
Archer Investment Corporation
Indiana
$642K
5
AWM
5
Atticus Wealth Management
Florida
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$17.1M 533,363 +409,305 +330%
NA
2
NewEdge Advisors
Louisiana
$7.47M 230,881 +33,929 +17%
MOS
3
MGO One Seven
Ohio
$4.68M 146,057 +5,403 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.82M 119,297 +14,655 +14%
MAM
5
Milestone Asset Management
Pennsylvania
$3.38M 105,573 -3,118 -3%
FIA
6
Foundations Investment Advisors
Arizona
$3.19M 98,010 -3,117 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.38M 74,152 +18,153 +32%
AWA
8
Arete Wealth Advisors
Illinois
$2.37M 73,900 +73,900 New
KWM
9
KFG Wealth Management
Indiana
$2.17M 67,625 -35,533 -34%
CRWM
10
Castle Rock Wealth Management
California
$1.84M 58,017 +1,302 +2%
Truist Financial
11
Truist Financial
North Carolina
$1.62M 50,493 +6,570 +15%
PCA
12
Prosperity Capital Advisors
Ohio
$1.59M 49,522 -4,123 -8%
SWM
13
Spire Wealth Management
Virginia
$1.53M 47,437 +45,487 +2,333%
SB
14
Strategic Blueprint
Georgia
$1.2M 37,332 -261 -0.7%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.08M 33,689 -1,070 -3%
TF
16
Trek Financial
Arizona
$1.05M 32,815 -4,850 -13%
OWA
17
Octavia Wealth Advisors
Ohio
$844K 26,355 – –
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$842K 26,283 +26,283 New
BFG
19
Berger Financial Group
Minnesota
$817K 25,506 +14,750 +137%
GSIAS
20
Garden State Investment Advisory Services
New Jersey
$813K 25,380 +25,380 New
MML Investors Services
21
MML Investors Services
Massachusetts
$711K 22,197 +7,455 +51%
LWM
22
Lakeridge Wealth Management
Ohio
$646K 20,152 +20,152 New
AIC
23
Archer Investment Corporation
Indiana
$642K 20,047 -19,858 -50%
CA
24
Cetera Advisors
Colorado
$642K 20,041 +4,034 +25%
ASN
25
Advisory Services Network
Georgia
$561K 17,513 +17,513 New
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