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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
BMM
1
Berkshire Money Management
Massachusetts
$10.1M +$1.39M +58,494 +15%
William Blair & Company
2
William Blair & Company
Illinois
$3.85M +$1.03M +43,191 +35%
CCG
3
Catalina Capital Group
California
$2.14M +$2.23M +93,515 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.1M +$1.21M +50,588 +123%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.05M +$1.06M +44,538 +99%
SAG
6
SageView Advisory Group
California
$1.43M +$643K +26,965 +76%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.12M +$151K +6,352 +15%
CA
8
Corrado Advisors
New Jersey
$995K -$9.94K -417 -1%
Raymond James Financial
9
Raymond James Financial
Florida
$994K +$27.7K +1,162 +3%
IFG
10
Independent Financial Group
California
$796K +$399K +16,724 +93%
KAS
11
Kestra Advisory Services
Texas
$775K -$759K -31,841 -48%
FCFC
12
First Commonwealth Financial Corp
Pennsylvania
$758K +$290K +12,186 +58%
OWA
13
Outlook Wealth Advisors
Texas
$649K +$675K +28,339 New
Osaic Holdings
14
Osaic Holdings
Arizona
$624K +$266K +11,145 +69%
CA
15
CoreCap Advisors
Michigan
$494K +$514K +21,564 New
OMC
16
Old Mission Capital
Illinois
$491K +$243K +10,212 +91%
NA
17
NewEdge Advisors
Louisiana
$460K +$478K +20,070 New
MWM
18
Maltin Wealth Management
New Jersey
$440K
S
19
SignatureFD
Georgia
$412K
WCG
20
Weaver Consulting Group
California
$375K +$390K +16,375 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$343K +$357K +14,981 New
BFG
22
Berger Financial Group
Minnesota
$332K +$345K +14,479 New
HighTower Advisors
23
HighTower Advisors
Illinois
$328K +$97.9K +4,106 +40%
FA
24
FSA Advisors
Michigan
$317K +$330K +13,855 New
PF
25
Phoenix Financial
Israel
$299K -$32.4K -1,361 -9%

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.