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Innovator US Equity Buffer ETF December

62 hedge funds and large institutions have $59.2M invested in Innovator US Equity Buffer ETF December in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 16 increasing their positions, 11 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

63% more funds holding

Funds holding: 3862 (+24)

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

9.91% less ownership

Funds ownership: 70.49%60.59% (-9.9%)

13% less capital invested

Capital invested by funds: $68.4M → $59.2M (-$9.13M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
62
Holders Change
+24
Holders Change %
+63.16%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
16
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
26
DHJJ Financial Advisors
Illinois
$447K +$21.4K +675 +5%
AAP
27
Arax Advisory Partners
Colorado
$394K -$1.49K -47 -0.4%
VBFP
28
Valtinson Bruner Financial Planning
Minnesota
$379K +$369K +11,644 New
MHS
29
M Holdings Securities
Oregon
$345K +$342K +10,798 New
KCM
30
Kathmere Capital Management
Pennsylvania
$344K -$92.9K -2,934 -21%
CW
31
CreativeOne Wealth
Kansas
$342K
AIC
32
Archer Investment Corporation
Indiana
$319K
SPC
33
Sigma Planning Corp
Michigan
$313K +$310K +9,793 New
NFG
34
Nations Financial Group
Iowa
$309K +$307K +9,695 New
FFA
35
Fragasso Financial Advisors
Pennsylvania
$294K +$291K +9,205 New
KAS
36
Kestra Advisory Services
Texas
$288K +$286K +9,031 New
OWA
37
Outlook Wealth Advisors
Texas
$275K
SFA
38
Souders Financial Advisors
Ohio
$263K +$261K +8,245 New
FCFC
39
First Commonwealth Financial Corp
Pennsylvania
$262K +$260K +8,219 New
LF
40
Lantz Financial
Illinois
$257K +$255K +8,040 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$247K +$245K +7,739 New
IA
42
IFP Advisors
Florida
$234K -$4.46K -141 -2%
WIA
43
World Investment Advisors
California
$229K +$240K +7,578 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$224K +$76K +2,400 +52%
KWM
45
KFG Wealth Management
Indiana
$218K +$217K +6,839 New
SS
46
Sunbelt Securities
Texas
$216K -$5.7K -180 -3%
Wolverine Trading
47
Wolverine Trading
Illinois
$211K -$22.9K -723 -10%
WCG
48
Weaver Consulting Group
California
$210K -$21.2K -670 -9%
BFC
49
Bedel Financial Consulting
Indiana
$205K +$204K +6,432 New
BCM
50
Brookstone Capital Management
Illinois
$202K +$198K +6,245 New

BDEC Hedge Fund Activity: Q4 2022 in Review

62 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF December (BDEC) for Q4 2022, worth a combined $59.2M — down 13% from $68.4M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BDEC positions and 6 closed out — a net gain of 25 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Krilogy Financial, opening a new position worth an estimated $3.59M. The largest seller was Bellwether Advisors, cutting an estimated $40.8M.

  • 62 institutional investors held Innovator US Equity Buffer ETF December (BDEC) as of Q4 2022, up from 38 in Q3 2022.
  • Funds reported $59.2M of Innovator US Equity Buffer ETF December stock for Q4 2022, down 13% quarter-over-quarter.
  • 31 funds opened new Innovator US Equity Buffer ETF December positions in Q4 2022 and 6 closed out, a net change of +25 holders.
  • The largest Innovator US Equity Buffer ETF December buyer in Q4 2022 was Krilogy Financial, an estimated $3.59M added.
  • The largest Innovator US Equity Buffer ETF December seller in Q4 2022 was Bellwether Advisors, an estimated $40.8M sold.

Based on aggregated 13F filings for Q4 2022.