We are live on ! Find out more
PDEC icon

Innovator US Equity Power Buffer ETF December

85 hedge funds and large institutions have $144M invested in Innovator US Equity Power Buffer ETF December in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.46% more ownership

Funds ownership: 68.46%69.92% (+1.5%)

1% less capital invested

Capital invested by funds: $146M → $144M (-$1.84M)

4% less funds holding

Funds holding: 8985 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

61% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 33

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
13
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$1.4M -$49.2K -1,661 -3%
RIS
27
Retirement Income Solutions
Michigan
$1.38M -$230K -7,775 -14%
TWM
28
Tradition Wealth Management
Minnesota
$1.37M -$7.05K -238 -0.5%
CAG
29
Compass Advisory Group
New York
$1.37M -$251K -8,460 -15%
CFS
30
CRA Financial Services
New Jersey
$1.36M
MFG
31
MTM Financial Group
Pennsylvania
$1.13M -$115K -3,876 -9%
KAS
32
Kestra Advisory Services
Texas
$1.11M -$5.93K -200 -0.5%
CA
33
CoreCap Advisors
Michigan
$1.01M -$47.6K -1,607 -4%
CAN
34
Cetera Advisor Networks
California
$904K -$2.1K -71 -0.2%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$779K
WSTAM
36
Wilbanks Smith & Thomas Asset Management
Virginia
$745K
Truist Financial
37
Truist Financial
North Carolina
$717K
PWMG
38
Pinnacle Wealth Management Group
Michigan
$695K
AIA
39
Alera Investment Advisors
Illinois
$689K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$643K +$123K +4,148 +23%
AIC
41
Archer Investment Corporation
Indiana
$570K
SEP
42
Southland Equity Partners
Missouri
$543K
NFG
43
Nations Financial Group
Iowa
$505K
BWM
44
BCS Wealth Management
Tennessee
$485K -$9.19K -310 -2%
CRWM
45
Castle Rock Wealth Management
California
$485K
AA
46
Advisory Alpha
Michigan
$462K -$92.1K -3,106 -16%
KWS
47
Keystone Wealth Services
California
$459K -$520K -17,550 -52%
MWM
48
Maltin Wealth Management
New Jersey
$420K -$413K -13,931 -49%
EWA
49
Evolution Wealth Advisors
Florida
$407K
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$395K -$657K -22,154 -62%

PDEC Hedge Fund Activity: Q3 2022 in Review

85 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q3 2022, worth a combined $144M — down 1.3% from $146M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PDEC and 5 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 13 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.13M. The largest seller was Berkshire Money Management, exiting entirely with an estimated $979K sold.

  • 85 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q3 2022, down from 89 in Q2 2022.
  • Funds reported $144M of Innovator US Equity Power Buffer ETF December stock for Q3 2022, down 1.3% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Power Buffer ETF December positions in Q3 2022 and 9 closed out, a net change of -4 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q3 2022 was Penserra Capital Management, an estimated $2.13M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q3 2022 was Berkshire Money Management, an estimated $979K sold.

Based on aggregated 13F filings for Q3 2022.