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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

86 hedge funds and large institutions have $158M invested in Innovator US Equity Power Buffer ETF December in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
21
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSIS
1
Global Strategic Investment Solutions
Arizona
$11.7M
2
LNC
2
Lincoln National Corp
Pennsylvania
$7.85M
3
IA
3
IFP Advisors
Florida
$2.28M
4
AA
4
Advisory Alpha
Michigan
$1.7M
5
PCM
5
Penserra Capital Management
California
$8.16M

Top Sellers

1
CG
1
Caprock Group
Idaho
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
SIA
3
Soltis Investment Advisors
Utah
$464K
4
MCM
4
MAI Capital Management
Ohio
$3.19M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
26
Compass Advisory Group
New York
$1.71M +$65.3K +2,091 +4%
DHGWA
27
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.71M -$321K -10,278 -16%
AA
28
Advisory Alpha
Michigan
$1.7M +$1.7M +54,558 New
TWM
29
Tradition Wealth Management
Minnesota
$1.52M -$209K -6,916 -12%
KWS
30
Keystone Wealth Services
California
$1.36M – – –
KAS
31
Kestra Advisory Services
Texas
$1.23M +$19.5K +625 +2%
CA
32
CoreCap Advisors
Michigan
$1.16M -$40.2K -1,288 -3%
CAN
33
Cetera Advisor Networks
California
$991K +$132K +4,241 +15%
CFS
34
CRA Financial Services
New Jersey
$937K -$15.6K -500 -2%
SCFS
35
S.C. Financial Services
Arizona
$874K – – –
PWMG
36
Pinnacle Wealth Management Group
Michigan
$809K – – –
AIA
37
Alera Investment Advisors
Illinois
$756K – – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$704K +$704K +22,552 New
5L
39
55I LLC
Massachusetts
$659K -$1.03K -33 -0.2%
Truist Financial
40
Truist Financial
North Carolina
$633K +$633K +20,282 New
AIC
41
Archer Investment Corporation
Indiana
$615K – – –
OMC
42
Old Mission Capital
Illinois
$603K +$286K +9,149 +90%
SEP
43
Southland Equity Partners
Missouri
$595K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$590K +$489K +15,660 +483%
NFG
45
Nations Financial Group
Iowa
$554K -$4.03K -129 -0.7%
BWM
46
BCS Wealth Management
Tennessee
$541K -$222K -7,124 -29%
CRWM
47
Castle Rock Wealth Management
California
$527K – – –
SIA
48
Soltis Investment Advisors
Utah
$464K -$909K -29,103 -66%
RPGK
49
Retirement Planning Group (Kansas)
Kansas
$461K -$5.96K -191 -1%
EWA
50
Evolution Wealth Advisors
Florida
$447K +$447K +14,305 New
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2
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