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Innovator US Equity Buffer ETF December
BDEC

103 hedge funds and large institutions have $143M invested in Innovator US Equity Buffer ETF December in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 44 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

4% more funds holding

Funds holding: 99 → 103 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $149M → $143M (-$6.37M)

1.28% less ownership

Funds ownership: 69.88% → 68.6% (-1.3%)

75% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 44

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
11
Reduced
44
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
WealthPlan Investment Management
Nebraska
+$11M
2
WP
WealthPLAN Partners
Nebraska
+$2.83M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.25M
4
OMC
Old Mission Capital
Illinois
+$2.07M
5
GAA
Global Assets Advisory
Florida
+$1.18M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$25.1M
2
MPCL
My Personal CFO LLC
Washington
-$3.36M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$836K
4
AWA
Arkadios Wealth Advisors
Georgia
-$804K
5
Cerity Partners
Cerity Partners
New York
-$687K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1
Penserra Capital Management
California
$18.8M +$217K +4,680 +1%
WIM
2
WealthPlan Investment Management
Nebraska
$11.3M +$11M +236,144 New
Osaic Holdings
3
Osaic Holdings
Arizona
$11.1M +$149K +3,208 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.4M -$836K -18,020 -8%
Cerity Partners
5
Cerity Partners
New York
$5.92M -$687K -14,800 -11%
CAM
6
Cresset Asset Management
Illinois
$4.59M – – –
BCM
7
Brookstone Capital Management
Illinois
$4.41M -$25.1M -539,887 -85%
HighTower Advisors
8
HighTower Advisors
Illinois
$4M -$153K -3,290 -4%
Raymond James Financial
9
Raymond James Financial
Florida
$3.85M -$181K -3,893 -5%
William Blair & Company
10
William Blair & Company
Illinois
$3.17M -$384K -8,280 -11%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.01M -$202K -4,349 -6%
WP
12
WealthPLAN Partners
Nebraska
$2.92M +$2.83M +61,014 New
NC
13
NovaPoint Capital
Georgia
$2.45M +$40.8K +880 +2%
BIM
14
Bullseye Investment Management
Ohio
$2.42M – – –
MML Investors Services
15
MML Investors Services
Massachusetts
$2.4M +$815K +17,562 +54%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.39M -$101K -2,178 -4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.32M +$2.25M +48,495 New
OMC
18
Old Mission Capital
Illinois
$2.14M +$2.07M +44,561 New
CB
19
Chris Bulman
California
$2.07M -$340K -7,333 -15%
LPL Financial
20
LPL Financial
California
$2.04M +$158K +3,405 +9%
SB
21
Strategic Blueprint
Georgia
$1.8M -$6.68K -144 -0.4%
TF
22
Trek Financial
Arizona
$1.75M -$12.1K -260 -0.7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.66M -$541K -11,652 -25%
KF
24
Krilogy Financial
Missouri
$1.66M -$46.4K -1,000 -3%
IIA
25
Integral Investment Advisors
California
$1.55M +$99.8K +2,150 +7%
1
2 3 4 5

BDEC Hedge Fund Activity: Q3 2025 in Review

103 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF December (BDEC) for Q3 2025, worth a combined $143M — down 4.3% from $149M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BDEC positions and 5 closed out — a net gain of 5 holders — while 11 added to existing stakes and 44 trimmed.

The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $11M. The largest seller was Brookstone Capital Management, cutting an estimated $25.1M.

  • 103 institutional investors held Innovator US Equity Buffer ETF December (BDEC) as of Q3 2025, up from 99 in Q2 2025.
  • Funds reported $143M of Innovator US Equity Buffer ETF December stock for Q3 2025, down 4.3% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Buffer ETF December positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Buffer ETF December buyer in Q3 2025 was WealthPlan Investment Management, an estimated $11M added.
  • The largest Innovator US Equity Buffer ETF December seller in Q3 2025 was Brookstone Capital Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2025.