Innovator US Equity Buffer ETF December
BDEC
47 hedge funds and large institutions have $53.5M invested in Innovator US Equity Buffer ETF December in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
21% more capital invested
Capital invested by funds: $44.4M → $53.5M (+$9.14M)
5.78% more ownership
Funds ownership: 49.28% → 55.06% (+5.8%)
2% more funds holding
Funds holding: 46 → 47 (+1)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$5.04M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$4.54M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
+$3.28M |
| 4 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$2.97M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$921K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$5.45M |
| 2 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$1.21M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.12M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$823K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$723K |
BDEC Hedge Fund Activity: Q1 2021 in Review
47 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF December (BDEC) for Q1 2021, worth a combined $53.5M — up 21% from $44.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BDEC positions and 7 closed out — a net gain of 2 holders — while 9 added to existing stakes and 14 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $5.04M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $5.45M sold.
- 47 institutional investors held Innovator US Equity Buffer ETF December (BDEC) as of Q1 2021, up from 46 in Q4 2020.
- Funds reported $53.5M of Innovator US Equity Buffer ETF December stock for Q1 2021, up 21% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Buffer ETF December positions in Q1 2021 and 7 closed out, a net change of +2 holders.
- The largest Innovator US Equity Buffer ETF December buyer in Q1 2021 was Old Mission Capital, an estimated $5.04M added.
- The largest Innovator US Equity Buffer ETF December seller in Q1 2021 was Personal CFO Solutions, an estimated $5.45M sold.
Based on aggregated 13F filings for Q1 2021.