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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$11M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$2.83M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.25M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.07M |
| 5 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$25.1M |
| 2 |
MPCL
My Personal CFO LLC
Vancouver,
Washington
|
-$3.36M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$836K |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$804K |
| 5 |
Cerity Partners
New York
|
-$687K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Morgan Stanley
New York
| $6.76K | – | – | – |
|
|
LFG
102
Larson Financial Group
St Louis,
Missouri
| $6.71K | -$10.9K | -234 | -63% |
|
103
UBS Group
Zurich,
Switzerland
| $2.06K | -$176K | -3,789 | -99% |
|
|
MPCL
104
My Personal CFO LLC
Vancouver,
Washington
| – | -$3.36M | -74,373 | Closed |
|
|
AAP
105
Arax Advisory Partners
Denver,
Colorado
| – | -$587K | -12,999 | Closed |
|
|
LSA
106
Lion Street Advisors
Austin,
Texas
| – | -$203K | -4,498 | Closed |
|
|
WTFG
107
Wood Tarver Financial Group
Boise,
Idaho
| – | -$174K | -3,854 | Closed |
|
|
BMM
108
Berkshire Money Management
Dalton,
Massachusetts
| – | -$55.6K | -1,232 | Closed |
|
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.