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Innovator US Equity Buffer ETF December
BDEC

99 hedge funds and large institutions have $149M invested in Innovator US Equity Buffer ETF December in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $140M → $149M (+$8.69M)

2.68% more ownership

Funds ownership: 67.2% → 69.88% (+2.7%)

2% more funds holding

Funds holding: 97 → 99 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

39% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 36

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
22
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$2.36M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.8M
3
BCM
Brookstone Capital Management
Illinois
+$1.55M
4
Citadel Advisors
Citadel Advisors
Florida
+$547K
5
FIA
Foundations Investment Advisors
Arizona
+$422K

Top Sellers

Rank Fund Capital Flow
1
GS
GWN Securities
Florida
-$4.35M
2
CAM
Cresset Asset Management
Illinois
-$1.02M
3
OMC
Old Mission Capital
Illinois
-$986K
4
PCM
Penserra Capital Management
California
-$848K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
51
Foundations Investment Advisors
Arizona
$448K +$422K +9,922 New
WCG
52
Weaver Consulting Group
California
$422K +$61.6K +1,448 +18%
FFN
53
Focus Financial Network
Minnesota
$420K – – –
CA
54
CoreCap Advisors
Michigan
$416K -$65.2K -1,534 -14%
HI
55
Harbour Investments
Wisconsin
$413K – – –
MA
56
Mutual Advisors
Nebraska
$389K – – –
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$389K – – –
CFS
58
CRA Financial Services
New Jersey
$380K -$19.1K -450 -5%
AIC
59
Archer Investment Corporation
Indiana
$352K – – –
SFA
60
Souders Financial Advisors
Ohio
$340K – – –
ALS
61
Andrew L. Share
$339K – – –
PWMG
62
Pinnacle Wealth Management Group
Michigan
$330K -$14K -330 -4%
SWM
63
Spire Wealth Management
Virginia
$321K +$43 +1 +0%
BEI
64
Benjamin Edwards Inc
Missouri
$310K – – –
WFS
65
WealthGarden F.S.
California
$306K – – –
FFA
66
Fragasso Financial Advisors
Pennsylvania
$299K – – –
RA
67
RFG Advisory
Alabama
$297K -$110K -2,592 -28%
PS
68
Principal Securities
Iowa
$296K +$66.2K +1,558 +31%
IA
69
IFP Advisors
Florida
$292K +$2.59K +61 +1%
AWM
70
AE Wealth Management
Kansas
$261K -$9.65K -227 -4%
SAG
71
SageView Advisory Group
California
$256K +$236K +5,555 New
WC
72
Waterloo Capital
Texas
$235K – – –
ORG
73
Optimist Retirement Group
Washington
$234K – – –
OCM
74
Orion Capital Management
California
$226K – – –
SWA
75
Stratos Wealth Advisors
Ohio
$219K – – –
1 2
3
4 5

BDEC Hedge Fund Activity: Q2 2025 in Review

99 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF December (BDEC) for Q2 2025, worth a combined $149M — up 6.2% from $140M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BDEC positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 36 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $2.36M. The largest seller was GWN Securities, cutting an estimated $4.35M.

  • 99 institutional investors held Innovator US Equity Buffer ETF December (BDEC) as of Q2 2025, up from 97 in Q1 2025.
  • Funds reported $149M of Innovator US Equity Buffer ETF December stock for Q2 2025, up 6.2% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Buffer ETF December positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Buffer ETF December buyer in Q2 2025 was Raymond James Financial, an estimated $2.36M added.
  • The largest Innovator US Equity Buffer ETF December seller in Q2 2025 was GWN Securities, an estimated $4.35M sold.

Based on aggregated 13F filings for Q2 2025.