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Innovator US Equity Power Buffer ETF December
PDEC

36 hedge funds and large institutions have $40.7M invested in Innovator US Equity Power Buffer ETF December in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

94% more capital invested

Capital invested by funds: $21M → $40.7M (+$19.7M)

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

16.7% more ownership

Funds ownership: 39.86% → 56.56% (+17%)

16% more funds holding

Funds holding: 31 → 36 (+5)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$15.5M
2
PCM
Penserra Capital Management
California
+$2.24M
3
SIA
Soltis Investment Advisors
Utah
+$1.63M
4
CFA
Carroll Financial Associates
North Carolina
+$1.62M
5
CAN
Cetera Advisor Networks
California
+$741K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$3.59M
2
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$1.24M
3
PCS
Personal CFO Solutions
New Jersey
-$627K
4
LNC
Lincoln National Corp
Pennsylvania
-$307K
5
VFA
Valeo Financial Advisors
Indiana
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$186K – – –
BFC
27
Bedel Financial Consulting
Indiana
$113K – – –
GI
28
Gradient Investments
Minnesota
$103K – – –
GTAM
29
Global Trust Asset Management
Florida
$55K – – –
VFA
30
Valeo Financial Advisors
Indiana
$53K -$202K -7,400 -79%
LFG
31
Larson Financial Group
Missouri
$48K +$36.6K +1,340 +350%
UBS Group
32
UBS Group
Switzerland
$37K +$37K +1,353 New
ASN
33
Advisory Services Network
Georgia
$32K +$31.2K +1,140 New
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$26K – – –
WCAMG
35
Woodard & Company Asset Management Group
North Carolina
$14K – – –
NFG
36
Next Financial Group
Texas
$3K +$3.28K +120 New
VBFP
37
Valtinson Bruner Financial Planning
Minnesota
– -$1.24M -45,235 Closed
PCS
38
Personal CFO Solutions
New Jersey
– -$627K -23,650 Closed
LNC
39
Lincoln National Corp
Pennsylvania
– -$307K -11,592 Closed
AF
40
Advisornet Financial
Minnesota
– -$2K -62 Closed
1
2

PDEC Hedge Fund Activity: Q3 2020 in Review

36 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q3 2020, worth a combined $40.7M — up 94% from $21M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PDEC positions and 4 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $15.5M. The largest seller was Osaic Holdings, cutting an estimated $3.59M.

  • 36 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q3 2020, up from 31 in Q2 2020.
  • Funds reported $40.7M of Innovator US Equity Power Buffer ETF December stock for Q3 2020, up 94% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Power Buffer ETF December positions in Q3 2020 and 4 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q3 2020 was HighTower Advisors, an estimated $15.5M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q3 2020 was Osaic Holdings, an estimated $3.59M sold.

Based on aggregated 13F filings for Q3 2020.