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KDEC

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

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: 4546 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
1
William Blair & Company
Illinois
$4.03M -$10.4K -450 -0.3%
OLVIG
2
Oliver Lagore Vanvalin Investment Group
Michigan
$2.74M +$2.75M +119,559 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.12M -$27K -1,174 -1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.1M -$96.5K -4,197 -5%
SAG
5
SageView Advisory Group
California
$1.71M +$166K +7,229 +12%
Raymond James Financial
6
Raymond James Financial
Florida
$1.12M +$73.7K +3,202 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.11M -$57.4K -2,496 -5%
CA
8
Corrado Advisors
New Jersey
$1.03M -$14.7K -641 -1%
BMM
9
Berkshire Money Management
Massachusetts
$974K -$9.23M -401,477 -91%
MFG
10
Merit Financial Group
Georgia
$836K +$800K +34,772 New
IFG
11
Independent Financial Group
California
$834K
Osaic Holdings
12
Osaic Holdings
Arizona
$806K +$145K +6,315 +23%
FCFC
13
First Commonwealth Financial Corp
Pennsylvania
$795K
KAS
14
Kestra Advisory Services
Texas
$669K -$138K -5,990 -18%
OWA
15
Outlook Wealth Advisors
Texas
$663K -$17.4K -756 -3%
CCG
16
Catalina Capital Group
California
$542K -$1.63M -70,953 -76%
OMC
17
Old Mission Capital
Illinois
$530K +$14.4K +627 +3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$499K +$133K +5,790 +39%
NA
19
NewEdge Advisors
Louisiana
$482K
CA
20
CoreCap Advisors
Michigan
$471K -$45.2K -1,965 -9%
S
21
SignatureFD
Georgia
$432K
AGWCA
22
Annis Gardner Whiting Capital Advisors
Florida
$373K +$357K +15,525 New
Citadel Advisors
23
Citadel Advisors
Florida
$366K +$350K +15,235 New
WCG
24
Weaver Consulting Group
California
$359K -$33.1K -1,439 -9%
HighTower Advisors
25
HighTower Advisors
Illinois
$347K +$2.19K +95 +0.7%

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.