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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

83 hedge funds and large institutions have $141M invested in Innovator US Equity Power Buffer ETF December in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
13
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$11.6M
2
OMC
2
Old Mission Capital
Illinois
$3.24M
3
CHC
3
City Holding Co
West Virginia
$370K
4
SB
4
Strategic Blueprint
Georgia
$292K
5
KWM
5
Kingsview Wealth Management
Oregon
$240K

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$0
2
MCM
2
MAI Capital Management
Ohio
$1.97M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$395K
4
KWS
4
Keystone Wealth Services
California
$459K
5
ICG
5
InterOcean Capital Group
Tennessee
$2.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIS
26
Retirement Income Solutions
Michigan
$1.38M -$223K -7,775 -14%
TWM
27
Tradition Wealth Management
Minnesota
$1.37M -$6.66K -238 -0.5%
CAG
28
Compass Advisory Group
New York
$1.37M -$241K -8,460 -15%
CFS
29
CRA Financial Services
New Jersey
$1.36M – – –
KAS
30
Kestra Advisory Services
Texas
$1.11M -$5.69K -200 -0.5%
CA
31
CoreCap Advisors
Michigan
$1.01M -$45.8K -1,607 -4%
CAN
32
Cetera Advisor Networks
California
$904K -$2.02K -71 -0.2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$779K – – –
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$745K – – –
Truist Financial
35
Truist Financial
North Carolina
$717K – – –
PWMG
36
Pinnacle Wealth Management Group
Michigan
$695K – – –
AIA
37
Alera Investment Advisors
Illinois
$689K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$643K +$118K +4,148 +23%
AIC
39
Archer Investment Corporation
Indiana
$570K – – –
SEP
40
Southland Equity Partners
Missouri
$543K – – –
NFG
41
Nations Financial Group
Iowa
$505K – – –
BWM
42
BCS Wealth Management
Tennessee
$485K -$8.84K -310 -2%
CRWM
43
Castle Rock Wealth Management
California
$485K – – –
AA
44
Advisory Alpha
Michigan
$462K -$88.5K -3,106 -16%
KWS
45
Keystone Wealth Services
California
$459K -$500K -17,550 -52%
MWM
46
Maltin Wealth Management
New Jersey
$420K -$397K -13,931 -49%
EWA
47
Evolution Wealth Advisors
Florida
$407K – – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$395K -$631K -22,154 -62%
SAF
49
Smith Anglin Financial
Texas
$382K – – –
CHC
50
City Holding Co
West Virginia
$370K +$370K +13,000 New
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2
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