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Innovator US Equity Power Buffer ETF December
PDEC

87 hedge funds and large institutions have $159M invested in Innovator US Equity Power Buffer ETF December in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $145M → $159M (+$14.5M)

5% more funds holding

Funds holding: 83 → 87 (+4)

1.53% more ownership

Funds ownership: 66.33% → 67.85% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

22% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 27

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
21
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSIS
Global Strategic Investment Solutions
Arizona
+$11.6M
2
LNC
Lincoln National Corp
Pennsylvania
+$3.38M
3
IA
IFP Advisors
Florida
+$2.25M
4
AA
Advisory Alpha
Michigan
+$1.68M
5
PCM
Penserra Capital Management
California
+$1.32M

Top Sellers

1
CG
Caprock Group
Idaho
-$3.17M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.27M
3
SIA
Soltis Investment Advisors
Utah
-$898K
4
MCM
MAI Capital Management
Ohio
-$817K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$772K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
26
Compass Advisory Group
New York
$1.71M +$64.5K +2,091 +4%
DHGWA
27
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.71M -$317K -10,278 -16%
AA
28
Advisory Alpha
Michigan
$1.7M +$1.68M +54,558 New
TWM
29
Tradition Wealth Management
Minnesota
$1.52M -$213K -6,916 -12%
KWS
30
Keystone Wealth Services
California
$1.36M – – –
MFG
31
MTM Financial Group
Pennsylvania
$1.28M +$1.27M +41,050 New
KAS
32
Kestra Advisory Services
Texas
$1.23M +$19.3K +625 +2%
CA
33
CoreCap Advisors
Michigan
$1.16M -$39.7K -1,288 -3%
CAN
34
Cetera Advisor Networks
California
$991K +$131K +4,241 +15%
CFS
35
CRA Financial Services
New Jersey
$937K -$15.4K -500 -2%
SCFS
36
S.C. Financial Services
Arizona
$874K – – –
PWMG
37
Pinnacle Wealth Management Group
Michigan
$809K – – –
AIA
38
Alera Investment Advisors
Illinois
$756K – – –
RJFSA
39
Raymond James Financial Services Advisors
Florida
$704K +$696K +22,552 New
5L
40
55I LLC
Massachusetts
$659K -$1.02K -33 -0.2%
Truist Financial
41
Truist Financial
North Carolina
$633K +$626K +20,282 New
AIC
42
Archer Investment Corporation
Indiana
$615K – – –
OMC
43
Old Mission Capital
Illinois
$603K +$282K +9,149 +90%
SEP
44
Southland Equity Partners
Missouri
$595K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$590K +$483K +15,660 +483%
NFG
46
Nations Financial Group
Iowa
$554K -$3.98K -129 -0.7%
BWM
47
BCS Wealth Management
Tennessee
$541K -$220K -7,124 -29%
CRWM
48
Castle Rock Wealth Management
California
$527K – – –
SIA
49
Soltis Investment Advisors
Utah
$464K -$898K -29,103 -66%
RPGK
50
Retirement Planning Group (Kansas)
Kansas
$461K -$5.89K -191 -1%
1
2
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PDEC Hedge Fund Activity: Q1 2022 in Review

87 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q1 2022, worth a combined $159M — up 10% from $145M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PDEC positions and 8 closed out — a net gain of 7 holders — while 21 added to existing stakes and 27 trimmed.

The largest buyer was Global Strategic Investment Solutions, opening a new position worth an estimated $11.6M. The largest seller was Caprock Group, exiting entirely with an estimated $3.17M sold.

  • 87 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q1 2022, up from 83 in Q4 2021.
  • Funds reported $159M of Innovator US Equity Power Buffer ETF December stock for Q1 2022, up 10% quarter-over-quarter.
  • 15 funds opened new Innovator US Equity Power Buffer ETF December positions in Q1 2022 and 8 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q1 2022 was Global Strategic Investment Solutions, an estimated $11.6M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q1 2022 was Caprock Group, an estimated $3.17M sold.

Based on aggregated 13F filings for Q1 2022.