Innovator US Equity Buffer ETF December
BDEC
64 hedge funds and large institutions have $62.3M invested in Innovator US Equity Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2.77% more ownership
Funds ownership: 60.92% → 63.68% (+2.8%)
0% more funds holding
Funds holding: 64 → 64 (0)
10% less capital invested
Capital invested by funds: $69.4M → $62.3M (-$7.06M)
72% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.47M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$653K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$560K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$521K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$431K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$1.45M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.16M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$920K |
| 4 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$767K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$664K |
BDEC Hedge Fund Activity: Q3 2023 in Review
64 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF December (BDEC) for Q3 2023, worth a combined $62.3M — down 10% from $69.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BDEC positions and 7 closed out — a net gain of 1 holder — while 8 added to existing stakes and 29 trimmed.
The largest buyer was Penserra Capital Management, adding an estimated $1.47M. The largest seller was Blue Trust Inc, exiting entirely with an estimated $1.45M sold.
- 64 institutional investors held Innovator US Equity Buffer ETF December (BDEC) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $62.3M of Innovator US Equity Buffer ETF December stock for Q3 2023, down 10% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Buffer ETF December positions in Q3 2023 and 7 closed out, a net change of +1 holder.
- The largest Innovator US Equity Buffer ETF December buyer in Q3 2023 was Penserra Capital Management, an estimated $1.47M added.
- The largest Innovator US Equity Buffer ETF December seller in Q3 2023 was Blue Trust Inc, an estimated $1.45M sold.
Based on aggregated 13F filings for Q3 2023.