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Innovator US Equity Power Buffer ETF December
PDEC

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.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

195% more capital invested

Capital invested by funds: $40.7M → $120M (+$79.3M)

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

89% more funds holding

Funds holding: 36 → 68 (+32)

3.58% more ownership

Funds ownership: 56.56% → 60.14% (+3.6%)

Holders
68
Holders Change
+32
Holders Change %
+88.89%
% of All Funds
1.2%
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

Rank Fund Capital Flow
1
PCS
Personal CFO Solutions
New Jersey
+$17.3M
2
TW
Transform Wealth
Colorado
+$10.5M
3
BCI
Brinker Capital Investments
Pennsylvania
+$9.29M
4
Osaic Holdings
Osaic Holdings
Arizona
+$7.56M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$7.02M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$13.6M
2
SIA
Soltis Investment Advisors
Utah
-$2.44M
3
CFA
Carroll Financial Associates
North Carolina
-$1.37M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$971K
5
PI
Parkside Investments
Illinois
-$746K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$1.16M +$1.13M +39,979 New
OWA
27
Outlook Wealth Advisors
Texas
$1.15M +$1.12M +39,690 New
Jane Street
28
Jane Street
New York
$977K +$521K +18,416 +121%
TWM
29
Tradition Wealth Management
Minnesota
$971K +$946K +33,466 New
ICG
30
InterOcean Capital Group
Tennessee
$950K +$927K +32,775 New
WWM
31
Wolff Wiese Magana
California
$942K +$918K +32,485 New
SAG
32
Spotlight Asset Group
Illinois
$780K +$761K +26,905 New
IA
33
IFP Advisors
Florida
$720K +$511K +18,065 +269%
LWA
34
Lineweaver Wealth Advisors
Ohio
$698K +$681K +24,098 New
OMC
35
Old Mission Capital
Illinois
$585K -$344K -12,179 -38%
AIC
36
Archer Investment Corporation
Indiana
$580K +$565K +20,000 New
NFG
37
Nations Financial Group
Iowa
$513K +$500K +17,673 New
BWM
38
BCS Wealth Management
Tennessee
$504K +$491K +17,380 New
RIS
39
Retirement Income Solutions
Michigan
$476K +$464K +16,423 New
CA
40
Cetera Advisors
Colorado
$475K +$251K +8,880 +119%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$428K +$417K +14,754 New
FFG
42
Frisch Financial Group
New York
$349K +$341K +12,050 New
OIA
43
OneDigital Investment Advisors
Kansas
$331K +$322K +11,407 New
TFS
44
TrustCore Financial Services
Tennessee
$331K +$323K +11,410 New
KCM
45
Kathmere Capital Management
Pennsylvania
$330K – – –
CCM
46
Covington Capital Management
California
$290K +$283K +10,000 New
XF
47
XML Financial
Maryland
$258K -$110K -3,890 -30%
TWP
48
TFO Wealth Partners
Ohio
$253K +$246K +8,710 New
T
49
TRUADVICE
Florida
$247K +$243K +8,588 New
FFN
50
Focus Financial Network
Minnesota
$241K +$235K +8,322 New
1
2
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PDEC Hedge Fund Activity: Q4 2020 in Review

68 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q4 2020, worth a combined $120M — up 195% from $40.7M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PDEC positions and 10 closed out — a net gain of 32 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $17.3M. The largest seller was HighTower Advisors, cutting an estimated $13.6M.

  • 68 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q4 2020, up from 36 in Q3 2020.
  • Funds reported $120M of Innovator US Equity Power Buffer ETF December stock for Q4 2020, up 195% quarter-over-quarter.
  • 42 funds opened new Innovator US Equity Power Buffer ETF December positions in Q4 2020 and 10 closed out, a net change of +32 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q4 2020 was Personal CFO Solutions, an estimated $17.3M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q4 2020 was HighTower Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2020.