Innovator US Equity Buffer ETF December
BDEC
19 hedge funds and large institutions have $12.6M invested in Innovator US Equity Buffer ETF December in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
26% more capital invested
Capital invested by funds: $10M → $12.6M (+$2.63M)
12% more funds holding
Funds holding: 17 → 19 (+2)
5.31% more ownership
Funds ownership: 48.08% → 53.4% (+5.3%)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$3.49M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.59M |
| 3 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$511K |
| 4 |
PI
Parkside Investments
Deerfield,
Illinois
|
+$443K |
| 5 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$323K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$2.59M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.57M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$531K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$452K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$81K |
BDEC Hedge Fund Activity: Q2 2020 in Review
19 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF December (BDEC) for Q2 2020, worth a combined $12.6M — up 26% from $10M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BDEC positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was IFP Advisors, adding an estimated $3.49M. The largest seller was Carroll Financial Associates, exiting entirely with an estimated $2.59M sold.
- 19 institutional investors held Innovator US Equity Buffer ETF December (BDEC) as of Q2 2020, up from 17 in Q1 2020.
- Funds reported $12.6M of Innovator US Equity Buffer ETF December stock for Q2 2020, up 26% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Buffer ETF December positions in Q2 2020 and 3 closed out, a net change of +2 holders.
- The largest Innovator US Equity Buffer ETF December buyer in Q2 2020 was IFP Advisors, an estimated $3.49M added.
- The largest Innovator US Equity Buffer ETF December seller in Q2 2020 was Carroll Financial Associates, an estimated $2.59M sold.
Based on aggregated 13F filings for Q2 2020.