Innovator US Equity Buffer ETF December
BDEC
83 hedge funds and large institutions have $100M invested in Innovator US Equity Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
61% more capital invested
Capital invested by funds: $62.3M → $100M (+$38.1M)
42% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 19
30% more funds holding
Funds holding: 64 → 83 (+19)
2.81% more ownership
Funds ownership: 63.68% → 66.49% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$11.2M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$7.34M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.47M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.68M |
| 5 |
Cerity Partners
New York
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$1.47M |
| 2 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
-$909K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$901K |
| 4 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$806K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$546K |
BDEC Hedge Fund Activity: Q4 2023 in Review
83 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF December (BDEC) for Q4 2023, worth a combined $100M — up 61% from $62.3M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BDEC positions and 6 closed out — a net gain of 19 holders — while 27 added to existing stakes and 19 trimmed.
The largest buyer was Bullseye Investment Management, opening a new position worth an estimated $11.2M. The largest seller was Wealthquest, cutting an estimated $1.47M.
- 83 institutional investors held Innovator US Equity Buffer ETF December (BDEC) as of Q4 2023, up from 64 in Q3 2023.
- Funds reported $100M of Innovator US Equity Buffer ETF December stock for Q4 2023, up 61% quarter-over-quarter.
- 25 funds opened new Innovator US Equity Buffer ETF December positions in Q4 2023 and 6 closed out, a net change of +19 holders.
- The largest Innovator US Equity Buffer ETF December buyer in Q4 2023 was Bullseye Investment Management, an estimated $11.2M added.
- The largest Innovator US Equity Buffer ETF December seller in Q4 2023 was Wealthquest, an estimated $1.47M sold.
Based on aggregated 13F filings for Q4 2023.