We are live on ! Find out more
PDEC icon

Innovator US Equity Power Buffer ETF December
PDEC

68 hedge funds and large institutions have $113M invested in Innovator US Equity Power Buffer ETF December in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 68 → 68 (0)

4.91% less ownership

Funds ownership: 60.14% → 55.23% (-4.9%)

6% less capital invested

Capital invested by funds: $120M → $113M (-$7.36M)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
9
Increased
15
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Advisory Alpha
Michigan
+$3.18M
2
BMM
Berkshire Money Management
Massachusetts
+$2.34M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.98M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.9M
5
OMC
Old Mission Capital
Illinois
+$1.69M

Top Sellers

1
PCS
Personal CFO Solutions
New Jersey
-$17.7M
2
CFA
Carroll Financial Associates
North Carolina
-$2.53M
3
KAS
Kestra Advisory Services
Texas
-$1.13M
4
Jane Street
Jane Street
New York
-$977K
5
TWM
Tradition Wealth Management
Minnesota
-$971K
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
26
Visionary Wealth Advisors
Illinois
$1.38M -$51.6K -1,763 -4%
AWM
27
AE Wealth Management
Kansas
$1.36M +$170K +5,804 +15%
CAN
28
Cetera Advisor Networks
California
$1.36M -$171K -5,841 -11%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.3M -$25.6K -875 -2%
WWM
30
Wolff Wiese Magana
California
$945K -$21.2K -723 -2%
ICG
31
InterOcean Capital Group
Tennessee
$916K -$58.5K -2,000 -6%
IA
32
IFP Advisors
Florida
$768K +$29.1K +995 +4%
LWA
33
Lineweaver Wealth Advisors
Ohio
$702K -$14.8K -506 -2%
AIC
34
Archer Investment Corporation
Indiana
$595K – – –
NFG
35
Nations Financial Group
Iowa
$552K +$25.3K +866 +5%
BWM
36
BCS Wealth Management
Tennessee
$517K – – –
CA
37
Cetera Advisors
Colorado
$371K -$114K -3,907 -24%
FFG
38
Frisch Financial Group
New York
$358K -$1.02K -35 -0.3%
KCM
39
Kathmere Capital Management
Pennsylvania
$351K +$12.5K +427 +4%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$346K +$340K +11,622 New
HI
41
Harbour Investments
Wisconsin
$339K +$334K +11,400 New
OIA
42
OneDigital Investment Advisors
Kansas
$331K -$8.78K -300 -3%
CCM
43
Covington Capital Management
California
$298K – – –
XF
44
XML Financial
Maryland
$265K – – –
TWP
45
TFO Wealth Partners
Ohio
$259K – – –
T
46
TRUADVICE
Florida
$259K – – –
FFN
47
Focus Financial Network
Minnesota
$248K – – –
WA
48
Wealth Alliance
New York
$235K +$231K +7,889 New
TFS
49
TrustCore Financial Services
Tennessee
$228K -$110K -3,750 -33%
CMO
50
Covenant Multifamily Offices
Texas
$226K – – –
1
2
3 4

PDEC Hedge Fund Activity: Q1 2021 in Review

68 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q1 2021, worth a combined $113M — down 6.1% from $120M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PDEC positions and 8 closed out — a net gain of 1 holder — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Advisory Alpha, opening a new position worth an estimated $3.18M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $17.7M sold.

  • 68 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $113M of Innovator US Equity Power Buffer ETF December stock for Q1 2021, down 6.1% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Power Buffer ETF December positions in Q1 2021 and 8 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q1 2021 was Advisory Alpha, an estimated $3.18M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q1 2021 was Personal CFO Solutions, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2021.