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UDEC

Innovator US Equity Ultra Buffer ETF December

102 hedge funds and large institutions have $297M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

129% more capital invested

Capital invested by funds: $130M → $297M (+$167M)

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

31% more funds holding

Funds holding: 78102 (+24)

3.78% more ownership

Funds ownership: 89.56%93.34% (+3.8%)

Holders
102
Holders Change
+24
Holders Change %
+30.77%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
31
Increased
33
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$81.2M +$49.7M +1,412,124 +148%
TPW
2
Talon Private Wealth
Florida
$32.6M +$23.9M +677,834 +248%
LJAC
3
L.J. Altfest & Co
New York
$21.4M +$21.9M +622,655 New
Raymond James Financial
4
Raymond James Financial
Florida
$13.2M +$12.6M +358,629 +1,358%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.9M +$8.85M +251,480 +201%
SA
6
Sovran Advisors
California
$9.01M +$437K +12,414 +5%
WIM
7
WealthPlan Investment Management
Nebraska
$8.53M +$8.75M +248,790 New
TAP
8
Tounjian Advisory Partners
Florida
$7.61M +$7.81M +221,966 New
EMAM
9
Encompass More Asset Management
California
$5.63M +$43.2K +1,229 +0.8%
TF
10
Trek Financial
Arizona
$4.59M +$3.82M +108,578 +428%
IWM
11
IHT Wealth Management
Illinois
$4.47M +$3.56M +101,159 +355%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.47M +$2.92M +83,031 +176%
WP
13
WealthPLAN Partners
Nebraska
$4.44M +$4.55M +129,442 New
PCS
14
Private Client Services
Kentucky
$4.42M +$4.53M +128,771 New
KAS
15
Kestra Advisory Services
Texas
$4.39M +$264K +7,502 +6%
PCA
16
Prosperity Capital Advisors
Ohio
$4.34M +$584K +16,587 +15%
KWM
17
KFG Wealth Management
Indiana
$3.94M +$1.4M +39,917 +53%
TCM
18
Triumph Capital Management
Colorado
$3.6M +$3.69M +104,938 New
BFG
19
Berger Financial Group
Minnesota
$3.25M +$584K +16,585 +21%
MAM
20
Milestone Asset Management
Pennsylvania
$3.04M -$259K -7,371 -8%
ACM
21
Avalon Capital Management
California
$3.02M +$3.1M +88,007 New
KWA
22
Kellett Wealth Advisors
Ohio
$2.91M +$1.06M +30,100 +55%
SWM
23
Spire Wealth Management
Virginia
$2.58M -$186K -5,275 -7%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.34M +$1.55M +44,012 +182%
ATS
25
Ashton Thomas Securities
New York
$2.18M +$2.24M +63,674 New