We are live on ! Find out more
BDEC icon

Innovator US Equity Buffer ETF December
BDEC

103 hedge funds and large institutions have $143M invested in Innovator US Equity Buffer ETF December in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 44 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

4% more funds holding

Funds holding: 99 → 103 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $149M → $143M (-$6.37M)

1.28% less ownership

Funds ownership: 69.88% → 68.6% (-1.3%)

75% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 44

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
11
Reduced
44
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
WealthPlan Investment Management
Nebraska
+$11M
2
WP
WealthPLAN Partners
Nebraska
+$2.83M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.25M
4
OMC
Old Mission Capital
Illinois
+$2.07M
5
GAA
Global Assets Advisory
Florida
+$1.18M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$25.1M
2
MPCL
My Personal CFO LLC
Washington
-$3.36M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$836K
4
AWA
Arkadios Wealth Advisors
Georgia
-$804K
5
Cerity Partners
Cerity Partners
New York
-$687K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.43M -$337K -7,272 -20%
BWM
27
BCS Wealth Management
Tennessee
$1.32M -$140K -3,010 -10%
FA
28
FSA Advisors
Michigan
$1.23M -$34.6K -745 -3%
GAA
29
Global Assets Advisory
Florida
$1.22M +$1.18M +25,487 New
BPA
30
Beacon Pointe Advisors
California
$1.09M +$36.9K +795 +4%
TFS
31
Thoroughbred Financial Services
Tennessee
$1.02M -$116K -2,500 -10%
FCFC
32
First Commonwealth Financial Corp
Pennsylvania
$869K -$1.02K -22 -0.1%
BA
33
Bellwether Advisors
Nebraska
$856K – – –
PIAS
34
PCA Investment Advisory Services
Ohio
$851K -$4.64K -100 -0.6%
CW
35
CreativeOne Wealth
Kansas
$835K +$22.2K +478 +3%
VFPW
36
Vantage Financial Partners (Wisconsin)
Wisconsin
$819K -$33.6K -724 -4%
DFA
37
DHJJ Financial Advisors
Illinois
$804K -$4.87K -105 -0.6%
W
38
Wealthquest
Ohio
$798K – – –
SCA
39
Snowden Capital Advisors
New York
$770K -$296K -6,376 -28%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$741K -$131K -2,818 -15%
BFA
41
Beacon Financial Advisory
Ohio
$727K -$21.2K -457 -3%
TSW
42
Three Seasons Wealth
Utah
$656K – – –
MAM
43
Milestone Asset Management
Pennsylvania
$638K -$19.5K -420 -3%
IWM
44
IMG Wealth Management
Florida
$617K -$20.3K -437 -3%
OWA
45
Outlook Wealth Advisors
Texas
$615K – – –
FI
46
FWG Investments
Kentucky
$588K -$19.4K -418 -3%
KWM
47
KFG Wealth Management
Indiana
$562K – – –
LF
48
Lantz Financial
Illinois
$539K -$18.7K -404 -3%
MA
49
Mutual Advisors
Nebraska
$537K +$124K +2,672 +32%
VBFP
50
Valtinson Bruner Financial Planning
Minnesota
$504K -$7.66K -165 -2%
1
2
3 4 5

BDEC Hedge Fund Activity: Q3 2025 in Review

103 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF December (BDEC) for Q3 2025, worth a combined $143M — down 4.3% from $149M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BDEC positions and 5 closed out — a net gain of 5 holders — while 11 added to existing stakes and 44 trimmed.

The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $11M. The largest seller was Brookstone Capital Management, cutting an estimated $25.1M.

  • 103 institutional investors held Innovator US Equity Buffer ETF December (BDEC) as of Q3 2025, up from 99 in Q2 2025.
  • Funds reported $143M of Innovator US Equity Buffer ETF December stock for Q3 2025, down 4.3% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Buffer ETF December positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Buffer ETF December buyer in Q3 2025 was WealthPlan Investment Management, an estimated $11M added.
  • The largest Innovator US Equity Buffer ETF December seller in Q3 2025 was Brookstone Capital Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2025.