Innovator US Equity Buffer ETF December
BDEC
17 hedge funds and large institutions have $10M invested in Innovator US Equity Buffer ETF December in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
6% more funds holding
Funds holding: 16 → 17 (+1)
16% less capital invested
Capital invested by funds: $11.9M → $10M (-$1.86M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
393.32% less ownership
Funds ownership: 441.4% → 48.08% (-393%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$2.89M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.39M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.16M |
| 4 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$259K |
| 5 |
HCM
Hudson Capital Management
Ramsey,
New Jersey
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$6.32M |
| 2 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$296K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$282K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$269K |
| 5 |
ACA
Ascension Capital Advisors
Houston,
Texas
|
-$207K |
BDEC Hedge Fund Activity: Q1 2020 in Review
17 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF December (BDEC) for Q1 2020, worth a combined $10M — down 16% from $11.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BDEC positions and 6 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Carroll Financial Associates, opening a new position worth an estimated $2.89M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $6.32M sold.
- 17 institutional investors held Innovator US Equity Buffer ETF December (BDEC) as of Q1 2020, up from 16 in Q4 2019.
- Funds reported $10M of Innovator US Equity Buffer ETF December stock for Q1 2020, down 16% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Buffer ETF December positions in Q1 2020 and 6 closed out, a net change of +3 holders.
- The largest Innovator US Equity Buffer ETF December buyer in Q1 2020 was Carroll Financial Associates, an estimated $2.89M added.
- The largest Innovator US Equity Buffer ETF December seller in Q1 2020 was Personal CFO Solutions, an estimated $6.32M sold.
Based on aggregated 13F filings for Q1 2020.