We are live on ! Find out more
KDEC

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

46 hedge funds and large institutions have $29.1M invested in Innovator U.S. Small Cap Power Buffer ETF - December in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 45 → 46 (+1)

2.13% more ownership

Funds ownership: 56.52% → 58.65% (+2.1%)

17% less capital invested

Capital invested by funds: $35M → $29.1M (-$5.82M)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
8
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFG
Merit Financial Group
Georgia
+$800K
2
AGWCA
Annis Gardner Whiting Capital Advisors
Florida
+$357K
3
Citadel Advisors
Citadel Advisors
Florida
+$350K
4
MFS
Miller Financial Services
Michigan
+$318K
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$256K

Top Sellers

Rank Fund Capital Flow
1
BMM
Berkshire Money Management
Massachusetts
-$9.23M
2
CCG
Catalina Capital Group
California
-$1.63M
3
MWM
Maltin Wealth Management
New Jersey
-$440K
4
BFG
Berger Financial Group
Minnesota
-$332K
5
JP Morgan Chase
JP Morgan Chase
New York
-$277K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
26
FSA Advisors
Michigan
$333K – – –
MFS
27
Miller Financial Services
Michigan
$333K +$318K +13,841 New
GFG
28
Grantvest Financial Group
New Jersey
$281K – – –
AFGAS
29
Allegiance Financial Group Advisory Services
Virginia
$268K – – –
FPAS
30
Focus Partners Advisor Solutions
Missouri
$268K +$256K +11,141 New
PF
31
Phoenix Financial
Israel
$256K -$55K -2,390 -18%
DI
32
Diligent Investors
California
$228K – – –
BAM
33
Belpointe Asset Management
Nevada
$207K +$199K +8,633 New
VPF
34
Vantage Point Financial
Illinois
$203K +$194K +8,453 New
HI
35
Harbour Investments
Wisconsin
$150K -$1.96K -85 -1%
AWM
36
AE Wealth Management
Kansas
$116K – – –
UBS Group
37
UBS Group
Switzerland
$111K +$106K +4,611 New
WTFG
38
Wood Tarver Financial Group
Idaho
$103K – – –
WP
39
WealthShield Partners
North Carolina
$96.1K – – –
DFA
40
DHJJ Financial Advisors
Illinois
$76.3K -$5.29K -230 -7%
IA
41
IFP Advisors
Florida
$55.7K +$11.5K +502 +28%
CFD
42
Creative Financial Designs
Indiana
$43.3K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$36.3K – – –
FFA
44
Farther Finance Advisors
California
$24K +$23K +1,000 New
CW
45
Curio Wealth
Maryland
$12K +$11.5K +500 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$4K +$92 +4 +3%
MWM
47
Maltin Wealth Management
New Jersey
– -$440K -19,220 Closed
BFG
48
Berger Financial Group
Minnesota
– -$332K -14,479 Closed
JP Morgan Chase
49
JP Morgan Chase
New York
– -$277K -12,108 Closed
Jane Street
50
Jane Street
New York
– -$259K -11,319 Closed
1
2
3

KDEC Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) for Q2 2025, worth a combined $29.1M — down 17% from $35M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KDEC positions and 9 closed out — a net gain of 2 holders — while 8 added to existing stakes and 14 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $800K. The largest seller was Berkshire Money Management, cutting an estimated $9.23M.

  • 46 institutional investors held Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) as of Q2 2025, up from 45 in Q1 2025.
  • Funds reported $29.1M of Innovator U.S. Small Cap Power Buffer ETF - December stock for Q2 2025, down 17% quarter-over-quarter.
  • 11 funds opened new Innovator U.S. Small Cap Power Buffer ETF - December positions in Q2 2025 and 9 closed out, a net change of +2 holders.
  • The largest Innovator U.S. Small Cap Power Buffer ETF - December buyer in Q2 2025 was Merit Financial Group, an estimated $800K added.
  • The largest Innovator U.S. Small Cap Power Buffer ETF - December seller in Q2 2025 was Berkshire Money Management, an estimated $9.23M sold.

Based on aggregated 13F filings for Q2 2025.