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Innovator US Equity Power Buffer ETF December

83 hedge funds and large institutions have $145M invested in Innovator US Equity Power Buffer ETF December in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 6

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

127% more capital invested

Capital invested by funds: $63.6M → $145M (+$81M)

48% more funds holding

Funds holding: 5683 (+27)

9.18% more ownership

Funds ownership: 57.14%66.33% (+9.2%)

Holders
83
Holders Change
+27
Holders Change %
+48.21%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
27
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
26
Compass Advisory Group
New York
$1.68M
SIA
27
Soltis Investment Advisors
Utah
$1.4M -$1.42M -45,677 -51%
KWS
28
Keystone Wealth Services
California
$1.39M +$1.36M +43,660 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.27M +$665K +21,363 +115%
KAS
30
Kestra Advisory Services
Texas
$1.23M +$120K +3,866 +11%
CA
31
CoreCap Advisors
Michigan
$1.22M +$1.19M +38,309 New
CFS
32
CRA Financial Services
New Jersey
$969K +$949K +30,502 New
SCFS
33
S.C. Financial Services
Arizona
$880K +$871K +28,000 New
CAN
34
Cetera Advisor Networks
California
$874K +$182K +5,834 +27%
PWMG
35
Pinnacle Wealth Management Group
Michigan
$824K +$307K +9,850 +61%
BWM
36
BCS Wealth Management
Tennessee
$777K +$761K +24,449 New
AIA
37
Alera Investment Advisors
Illinois
$769K +$753K +24,200 New
SPWM
38
Straight Path Wealth Management
Michigan
$716K +$701K +22,538 New
MWM
39
Maltin Wealth Management
New Jersey
$713K +$698K +22,424 New
5L
40
55I LLC
Massachusetts
$672K +$658K +21,146 New
AIC
41
Archer Investment Corporation
Indiana
$636K
SEP
42
Southland Equity Partners
Missouri
$606K +$593K +19,063 New
NFG
43
Nations Financial Group
Iowa
$568K +$339K +10,898 +156%
CRWM
44
Castle Rock Wealth Management
California
$521K +$529K +17,005 New
RPGK
45
Retirement Planning Group (Kansas)
Kansas
$476K +$466K +14,966 New
SAF
46
Smith Anglin Financial
Texas
$468K +$458K +14,723 New
IA
47
IFP Advisors
Florida
$426K -$119K -3,837 -22%
WA
48
Wealth Alliance
New York
$401K +$148K +4,740 +60%
TW
49
Transform Wealth
Colorado
$397K
AAP
50
Arax Advisory Partners
Colorado
$393K +$372K +11,952 +2,832%

PDEC Hedge Fund Activity: Q4 2021 in Review

83 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q4 2021, worth a combined $145M — up 127% from $63.6M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PDEC positions and 6 closed out — a net gain of 28 holders — while 27 added to existing stakes and 11 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $28.6M. The largest seller was Cetera Investment Advisers, cutting an estimated $5.07M.

  • 83 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q4 2021, up from 56 in Q3 2021.
  • Funds reported $145M of Innovator US Equity Power Buffer ETF December stock for Q4 2021, up 127% quarter-over-quarter.
  • 34 funds opened new Innovator US Equity Power Buffer ETF December positions in Q4 2021 and 6 closed out, a net change of +28 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q4 2021 was AllianceBernstein, an estimated $28.6M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q4 2021 was Cetera Investment Advisers, an estimated $5.07M sold.

Based on aggregated 13F filings for Q4 2021.