Innovator US Equity Ultra Buffer ETF December

UDEC

Market cap $249M

78 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 31 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New

Increased

Maintained

Reduced

Closed

520% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 5

173% more capital invested

Capital invested by funds: $47.5M → $130M (+$82.4M)

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

47% more funds holding

Funds holding: 53 → 78 (+25)

23.37% more ownership

Funds ownership: 66.19% → 89.56% (+23%)

Holders

Holders Change

+25

Holders Change %

+47.17%

% of All Funds

1.03%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

% of All Funds

0.01%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	BCM Brookstone Capital Management Wheaton, Illinois	+$29.9M
2	TPW Talon Private Wealth The Villages, Florida	+$9.66M
3	EMAM Encompass More Asset Management Danville, California	+$5.76M
4	DLHL Donald L. Hagan LLC Sarasota, Florida	+$3.76M
5	KAS Kestra Advisory Services Austin, Texas	+$2.77M

Top Sellers

1	MOS MGO One Seven Beachwood, Ohio	-$3.24M
2	Jane Street New York	-$597K
3	Wolverine Trading Chicago, Illinois	-$545K
4	OMC Old Mission Capital Chicago, Illinois	-$369K
5	NA NewEdge Advisors New Orleans, Louisiana	-$306K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	BCM 1 Brookstone Capital Management Wheaton, Illinois	$33.5M	+$29.9M	+846,752	+781%
2	TPW 2 Talon Private Wealth The Villages, Florida	$9.6M	+$9.66M	+273,481	New
3	SA 3 Sovran Advisors San Diego, California	$8.97M	+$9.06M	+256,527	New
4	EMAM 4 Encompass More Asset Management Danville, California	$5.72M	+$5.76M	+163,044	New
5	5 Commonwealth Equity Services Waltham, Massachusetts	$4.38M	+$1.1M	+31,218	+33%
6	KAS 6 Kestra Advisory Services Austin, Texas	$4.23M	+$2.77M	+78,399	+186%
7	PCA 7 Prosperity Capital Advisors Westlake, Ohio	$3.85M	+$466K	+13,213	+14%
8	DLHL 8 Donald L. Hagan LLC Sarasota, Florida	$3.74M	+$3.76M	+106,452	New
9	MAM 9 Milestone Asset Management Pittsburgh, Pennsylvania	$3.37M	-$4.91K	-139	-0.1%
10	SWM 10 Spire Wealth Management Mclean, Virginia	$2.83M	+$1.39M	+39,429	+96%
11	BFG 11 Berger Financial Group Plymouth, Minnesota	$2.74M	+$2.14M	+60,574	+346%
12	KWM 12 KFG Wealth Management Granger, Indiana	$2.63M	+$767K	+21,714	+41%
13	13 Truist Financial Charlotte, North Carolina	$2.11M	+$529K	+14,982	+33%
14	KWA 14 Kellett Wealth Advisors Cincinnati, Ohio	$1.92M	+$1.94M	+54,858	New
15	BFWM 15 Bright Futures Wealth Management Webster, Ny 14580, New York	$1.91M	+$1.89M	+53,613	New
16	AWA 16 Arete Wealth Advisors Chicago, Illinois	$1.8M	-$22.2K	-628	-1%
17	17 Osaic Holdings Scottsdale, Arizona	$1.66M	-$41.7K	-1,181	-2%
18	CVA 18 Central Valley Advisors Sacramento, California	$1.64M	+$1.65M	+46,825	New
19	CRWM 19 Castle Rock Wealth Management Walnut Creek, California	$1.62M	-$110K	-3,123	-6%
20	NA 20 NewEdge Advisors New Orleans, Louisiana	$1.57M	-$306K	-8,668	-16%
21	AAS 21 Ameritas Advisory Services Lincoln, Nebraska	$1.53M	+$1.54M	+43,537	New
22	PAS 22 PKS Advisory Services Albany, New York	$1.48M	+$1.49M	+42,197	New
23	SB 23 Strategic Blueprint Atlanta, Georgia	$1.33M	+$158K	+4,464	+13%
24	ASN 24 Advisory Services Network Atlanta, Georgia	$1.3M	+$688K	+19,500	+111%
25	25 Cetera Investment Advisers Schaumburg, Illinois	$1.29M	+$209K	+5,932	+19%