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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
SWA
76
Stratos Wealth Advisors
Ohio
$233K – – –
FIA
77
Foundations Investment Advisors
Arizona
$225K -$242K -5,222 -53%
OCM
78
Orion Capital Management
California
$225K -$13.9K -300 -6%
KCM
79
Kathmere Capital Management
Pennsylvania
$221K – – –
SF
80
Seros Financial
Arizona
$219K – – –
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$211K +$204K +4,405 New
GFG
82
Grantvest Financial Group
New Jersey
$207K +$200K +4,319 New
ASN
83
Advisory Services Network
Georgia
$151K +$146K +3,140 New
SCA
84
Stuart Chaussee & Associates
California
$144K – – –
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$134K – – –
FFA
86
Farther Finance Advisors
California
$116K – – –
CAL
87
Capital Analysts LLC
Pennsylvania
$115K – – –
Barclays
88
Barclays
United Kingdom
$112K +$73.1K +1,576 +207%
WP
89
WealthShield Partners
North Carolina
$110K – – –
SPIA
90
Steward Partners Investment Advisory
New York
$109K – – –
PA
91
Parallel Advisors
California
$104K – – –
Wells Fargo
92
Wells Fargo
California
$70.2K +$67.9K +1,464 New
FNWA
93
Financial Network Wealth Advisors
Utah
$69.1K – – –
CFD
94
Creative Financial Designs
Indiana
$48.9K – – –
JP Morgan Chase
95
JP Morgan Chase
New York
$28.1K -$81.9K -1,765 -75%
NWMP
96
Noble Wealth Management PBC
Colorado
$19.2K +$18.6K +400 New
SS
97
Sunbelt Securities
Texas
$18.2K -$121K -2,600 -87%
AF
98
Advisornet Financial
Minnesota
$14.4K – – –
IF
99
Integrity Financial
Wyoming
$12K – – –
EWA
100
EverSource Wealth Advisors
Alabama
$7.19K – – –
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.