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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

88 hedge funds and large institutions have $144M invested in Innovator US Equity Power Buffer ETF December in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
15
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.24M
2
PCM
2
Penserra Capital Management
California
$9.64M
3
OMC
3
Old Mission Capital
Illinois
$2.12M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$1.47M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.04M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$4.57M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$752K
3
AA
3
Advisory Alpha
Michigan
$556K
4
MWM
4
Maltin Wealth Management
New Jersey
$825K
5
SCFS
5
S.C. Financial Services
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$1.51M -$427K -14,901 -22%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$1.47M +$1.47M +50,966 New
TWM
28
Tradition Wealth Management
Minnesota
$1.39M -$31.1K -1,104 -2%
CFS
29
CRA Financial Services
New Jersey
$1.37M +$510K +17,730 +59%
KAS
30
Kestra Advisory Services
Texas
$1.13M -$3.11K -108 -0.3%
CA
31
CoreCap Advisors
Michigan
$1.07M – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.04M +$1.04M +36,018 New
BMM
33
Berkshire Money Management
Massachusetts
$979K +$979K +34,047 New
KWS
34
Keystone Wealth Services
California
$968K -$288K -10,000 -23%
CAN
35
Cetera Advisor Networks
California
$914K +$2.04K +71 +0.2%
MWM
36
Maltin Wealth Management
New Jersey
$825K -$960K -33,372 -54%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$787K +$138K +4,808 +21%
WSTAM
38
Wilbanks Smith & Thomas Asset Management
Virginia
$752K -$1.32M -45,826 -64%
Truist Financial
39
Truist Financial
North Carolina
$724K +$141K +4,900 +24%
PWMG
40
Pinnacle Wealth Management Group
Michigan
$702K -$43.1K -1,500 -6%
AIA
41
Alera Investment Advisors
Illinois
$696K – – –
AIC
42
Archer Investment Corporation
Indiana
$575K – – –
AA
43
Advisory Alpha
Michigan
$556K -$1.01M -35,229 -65%
SEP
44
Southland Equity Partners
Missouri
$548K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$530K -$13.5K -469 -2%
NFG
46
Nations Financial Group
Iowa
$510K – – –
BWM
47
BCS Wealth Management
Tennessee
$498K – – –
CRWM
48
Castle Rock Wealth Management
California
$497K – – –
EWA
49
Evolution Wealth Advisors
Florida
$411K – – –
SIA
50
Soltis Investment Advisors
Utah
$388K -$39.4K -1,368 -9%
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