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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

68 hedge funds and large institutions have $120M invested in Innovator US Equity Power Buffer ETF December in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
+32
Holders Change %
+88.89%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
42
Increased
13
Reduced
6
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$17.7M
2
TW
2
Transform Wealth
Colorado
$10.8M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$9.53M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$9.62M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.2M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$2.9M
2
SIA
2
Soltis Investment Advisors
Utah
$0
3
CFA
3
Carroll Financial Associates
North Carolina
$2.52M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$2.14M
5
PI
5
Parkside Investments
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$1.16M 39,979 +39,979 New
OWA
27
Outlook Wealth Advisors
Texas
$1.15M 39,690 +39,690 New
Jane Street
28
Jane Street
New York
$977K 33,698 +18,416 +121%
TWM
29
Tradition Wealth Management
Minnesota
$971K 33,466 +33,466 New
ICG
30
InterOcean Capital Group
Tennessee
$950K 32,775 +32,775 New
WWM
31
Wolff Wiese Magana
California
$942K 32,485 +32,485 New
SAG
32
Spotlight Asset Group
Illinois
$780K 26,905 +26,905 New
IA
33
IFP Advisors
Florida
$720K 24,779 +18,065 +269%
LWA
34
Lineweaver Wealth Advisors
Ohio
$698K 24,098 +24,098 New
OMC
35
Old Mission Capital
Illinois
$585K 20,176 -12,179 -38%
AIC
36
Archer Investment Corporation
Indiana
$580K 20,000 +20,000 New
NFG
37
Nations Financial Group
Iowa
$513K 17,673 +17,673 New
BWM
38
BCS Wealth Management
Tennessee
$504K 17,380 +17,380 New
RIS
39
Retirement Income Solutions
Michigan
$476K 16,423 +16,423 New
CA
40
Cetera Advisors
Colorado
$475K 16,367 +8,880 +119%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$428K 14,754 +14,754 New
FFG
42
Frisch Financial Group
New York
$349K 12,050 +12,050 New
OIA
43
OneDigital Investment Advisors
Kansas
$331K 11,407 +11,407 New
TFS
44
TrustCore Financial Services
Tennessee
$331K 11,410 +11,410 New
KCM
45
Kathmere Capital Management
Pennsylvania
$330K 11,370 – –
CCM
46
Covington Capital Management
California
$290K 10,000 +10,000 New
XF
47
XML Financial
Maryland
$258K 8,907 -3,890 -30%
TWP
48
TFO Wealth Partners
Ohio
$253K 8,710 +8,710 New
T
49
TRUADVICE
Florida
$247K 8,588 +8,588 New
FFN
50
Focus Financial Network
Minnesota
$241K 8,322 +8,322 New
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