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Innovator US Equity Ultra Buffer ETF December

77 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
77
Holders Change
+24
Holders Change %
+45.28%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
30
Increased
23
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$33.5M 955,217 +846,752 +781%
TPW
2
Talon Private Wealth
Florida
$9.6M 273,481 +273,481 New
SA
3
Sovran Advisors
California
$8.97M 256,527 +256,527 New
EMAM
4
Encompass More Asset Management
California
$5.72M 163,044 +163,044 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.39M 124,963 +31,218 +33%
KAS
6
Kestra Advisory Services
Texas
$4.23M 120,584 +78,399 +186%
PCA
7
Prosperity Capital Advisors
Ohio
$3.85M 109,782 +13,213 +14%
DLHL
8
Donald L. Hagan LLC
Florida
$3.74M 106,452 +106,452 New
MAM
9
Milestone Asset Management
Pennsylvania
$3.37M 95,925 -139 -0.1%
SWM
10
Spire Wealth Management
Virginia
$2.83M 80,584 +39,429 +96%
BFG
11
Berger Financial Group
Minnesota
$2.74M 78,104 +60,574 +346%
KWM
12
KFG Wealth Management
Indiana
$2.63M 75,082 +21,714 +41%
Truist Financial
13
Truist Financial
North Carolina
$2.11M 60,260 +14,982 +33%
KWA
14
Kellett Wealth Advisors
Ohio
$1.92M 54,858 +54,858 New
BFWM
15
Bright Futures Wealth Management
New York
$1.91M 53,613 +53,613 New
AWA
16
Arete Wealth Advisors
Illinois
$1.81M 51,481 -628 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.66M 47,196 -1,181 -2%
CVA
18
Central Valley Advisors
California
$1.64M 46,825 +46,825 New
CRWM
19
Castle Rock Wealth Management
California
$1.62M 45,086 -3,123 -6%
NA
20
NewEdge Advisors
Louisiana
$1.57M 44,727 -8,668 -16%
AAS
21
Ameritas Advisory Services
Nebraska
$1.53M 43,537 +43,537 New
PAS
22
PKS Advisory Services
New York
$1.48M 42,197 +42,197 New
SB
23
Strategic Blueprint
Georgia
$1.33M 37,771 +4,464 +13%
ASN
24
Advisory Services Network
Georgia
$1.3M 37,138 +19,500 +111%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.29M 36,809 +5,932 +19%