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KDEC

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

45 hedge funds and large institutions have $35M invested in Innovator U.S. Small Cap Power Buffer ETF - December in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

25% more funds holding

Funds holding: 3645 (+9)

1% more capital invested

Capital invested by funds: $34.6M → $35M (+$396K)

10.53% less ownership

Funds ownership: 67.06%56.52% (-11%)

Holders
45
Holders Change
+9
Holders Change %
+25%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
17
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$277K +$262K +10,984 +977%
GFG
27
Grantvest Financial Group
New Jersey
$268K +$70.2K +2,945 +34%
Jane Street
28
Jane Street
New York
$259K -$2.5M -104,974 -90%
AFGAS
29
Allegiance Financial Group Advisory Services
Virginia
$255K
DI
30
Diligent Investors
California
$218K +$226K +9,500 New
HI
31
Harbour Investments
Wisconsin
$145K
PP
32
PFS Partners
New Jersey
$137K
AWM
33
AE Wealth Management
Kansas
$111K +$19.1K +800 +20%
WTFG
34
Wood Tarver Financial Group
Idaho
$98.4K
WP
35
WealthShield Partners
North Carolina
$91.6K
DFA
36
DHJJ Financial Advisors
Illinois
$78.1K +$4.77K +200 +6%
BlackRock
37
BlackRock
New York
$73.9K +$76.9K +3,227 New
SFGP
38
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$53.5K -$4.53K -190 -8%
IA
39
IFP Advisors
Florida
$41.7K +$4.88K +205 +13%
CFD
40
Creative Financial Designs
Indiana
$41.2K
NWMP
41
Noble Wealth Management PBC
Colorado
$35.5K +$36.9K +1,550 New
SPIA
42
Steward Partners Investment Advisory
New York
$34.6K
SCA
43
Stuart Chaussee & Associates
California
$25.7K -$2.68M -112,339 -99%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$12.3K +$12.8K +535 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.79K +159 New
SI
46
Stephens Inc
Arkansas
-$1.8M -74,885 Closed
SMAM
47
Sugar Maple Asset Management
Wisconsin
-$95.9K -4,000 Closed

KDEC Hedge Fund Activity: Q1 2025 in Review

45 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) for Q1 2025, worth a combined $35M — up 1.1% from $34.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KDEC positions and 2 closed out — a net gain of 11 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Catalina Capital Group, opening a new position worth an estimated $2.23M. The largest seller was Stuart Chaussee & Associates, cutting an estimated $2.68M.

  • 45 institutional investors held Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) as of Q1 2025, up from 36 in Q4 2024.
  • Funds reported $35M of Innovator U.S. Small Cap Power Buffer ETF - December stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 13 funds opened new Innovator U.S. Small Cap Power Buffer ETF - December positions in Q1 2025 and 2 closed out, a net change of +11 holders.
  • The largest Innovator U.S. Small Cap Power Buffer ETF - December buyer in Q1 2025 was Catalina Capital Group, an estimated $2.23M added.
  • The largest Innovator U.S. Small Cap Power Buffer ETF - December seller in Q1 2025 was Stuart Chaussee & Associates, an estimated $2.68M sold.

Based on aggregated 13F filings for Q1 2025.