Innovator US Equity Buffer ETF December
BDEC
69 hedge funds and large institutions have $66.2M invested in Innovator US Equity Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
12% more capital invested
Capital invested by funds: $59.2M → $66.2M (+$6.96M)
11% more funds holding
Funds holding: 62 → 69 (+7)
3.01% less ownership
Funds ownership: 60.59% → 57.58% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$1.45M |
| 2 |
MPCL
My Personal CFO LLC
Vancouver,
Washington
|
+$1.09M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$795K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$558K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$511K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$1.37M |
| 2 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
-$1.36M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$229K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$211K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$202K |
BDEC Hedge Fund Activity: Q1 2023 in Review
69 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF December (BDEC) for Q1 2023, worth a combined $66.2M — up 12% from $59.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BDEC positions and 4 closed out — a net gain of 8 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Accuvest Global Advisors, opening a new position worth an estimated $1.45M. The largest seller was Wealthquest, cutting an estimated $1.37M.
- 69 institutional investors held Innovator US Equity Buffer ETF December (BDEC) as of Q1 2023, up from 62 in Q4 2022.
- Funds reported $66.2M of Innovator US Equity Buffer ETF December stock for Q1 2023, up 12% quarter-over-quarter.
- 12 funds opened new Innovator US Equity Buffer ETF December positions in Q1 2023 and 4 closed out, a net change of +8 holders.
- The largest Innovator US Equity Buffer ETF December buyer in Q1 2023 was Accuvest Global Advisors, an estimated $1.45M added.
- The largest Innovator US Equity Buffer ETF December seller in Q1 2023 was Wealthquest, an estimated $1.37M sold.
Based on aggregated 13F filings for Q1 2023.