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KDEC

Innovator U.S. Small Cap Power Buffer ETF - December

70 hedge funds and large institutions have $60.5M invested in Innovator U.S. Small Cap Power Buffer ETF - December in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $56.2M → $60.5M (+$4.37M)

4% more funds holding

Funds holding: 6770 (+3)

2.69% more ownership

Funds ownership: 70.36%73.05% (+2.7%)

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
11
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Maltin Wealth Management
New Jersey
$7.84M +$7.98M +304,909 New
CAM
2
Cresset Asset Management
Illinois
$6.75M +$887K +33,904 +15%
Creative Planning
3
Creative Planning
Kansas
$5.77M +$5.88M +224,578 New
William Blair & Company
4
William Blair & Company
Illinois
$5.25M -$15.7K -600 -0.3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.19M -$51.5K -1,969 -2%
CCG
6
Catalina Capital Group
California
$2.75M +$156K +5,982 +6%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.97M -$64.2K -2,453 -3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.71M -$882K -33,725 -34%
PA
9
Procyon Advisors
Connecticut
$1.44M -$132K -5,044 -8%
HI
10
Harbour Investments
Wisconsin
$1.27M +$52.1K +1,991 +4%
KAS
11
Kestra Advisory Services
Texas
$1.25M +$353K +13,505 +38%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.15M -$315K -12,032 -21%
OWA
13
Outlook Wealth Advisors
Texas
$1.14M +$438K +16,725 +61%
BMM
14
Berkshire Money Management
Massachusetts
$964K -$37.2K -1,421 -4%
FCFC
15
First Commonwealth Financial Corp
Pennsylvania
$924K +$1.47K +56 +0.2%
IFG
16
Independent Financial Group
California
$893K
MFG
17
Merit Financial Group
Georgia
$868K -$26.1K -996 -3%
SPC
18
Sigma Planning Corp
Michigan
$786K -$116K -4,418 -13%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$765K +$778K +29,758 New
OMC
20
Old Mission Capital
Illinois
$710K +$421K +16,093 +140%
Raymond James Financial
21
Raymond James Financial
Florida
$703K -$30.6K -1,169 -4%
OC
22
Optima Capital
Oregon
$691K -$84.2K -3,220 -11%
TWM
23
TopTier Wealth Management
Wisconsin
$651K -$549 -21 -0.1%
Goldman Sachs
24
Goldman Sachs
New York
$648K +$659K +25,209 New
WCG
25
Weaver Consulting Group
California
$572K