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Innovator US Equity Power Buffer ETF December
PDEC

139 hedge funds and large institutions have $437M invested in Innovator US Equity Power Buffer ETF December in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 55 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

688% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 8

400% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 11

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

204% more capital invested

Capital invested by funds: $144M → $437M (+$293M)

64% more funds holding

Funds holding: 85 → 139 (+54)

2.35% more ownership

Funds ownership: 69.92% → 72.27% (+2.3%)

Holders
139
Holders Change
+54
Holders Change %
+63.53%
% of All Funds
2.23%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
63
Increased
55
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$75.5M
2
BCM
Brookstone Capital Management
Illinois
+$29.5M
3
GI
Gradient Investments
Minnesota
+$25.3M
4
GSIS
Global Strategic Investment Solutions
Arizona
+$19.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.1M

Top Sellers

1
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$3.47M
2
OMC
Old Mission Capital
Illinois
-$3.24M
3
Creative Planning
Creative Planning
Kansas
-$2.11M
4
AIA
Alera Investment Advisors
Illinois
-$689K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$2.79M +$575K +19,253 +22%
CAN
27
Cetera Advisor Networks
California
$2.77M +$1.82M +60,812 +192%
MAM
28
Milestone Asset Management
Pennsylvania
$2.58M +$2.5M +83,655 New
CA
29
Corrado Advisors
New Jersey
$2.56M +$174K +5,827 +7%
BWM
30
BCS Wealth Management
Tennessee
$2.52M +$2.01M +67,178 +395%
SPIA
31
Steward Partners Investment Advisory
New York
$2.38M +$2.38M +79,581 New
CFS
32
CRA Financial Services
New Jersey
$2.32M +$897K +30,005 +63%
YWS
33
Yarger Wealth Strategies
Ohio
$2.28M +$2.28M +76,355 New
BA
34
Bellwether Advisors
Nebraska
$2.25M -$10.2K -342 -0.5%
SPC
35
Sigma Planning Corp
Michigan
$2.2M +$1.91M +63,864 +648%
CA
36
CoreCap Advisors
Michigan
$2.02M +$965K +32,280 +91%
HCA
37
Horan Capital Advisors
Ohio
$2M +$2M +66,836 New
KAS
38
Kestra Advisory Services
Texas
$1.98M +$815K +27,274 +70%
PWA
39
Pillar Wealth Advisors
Pennsylvania
$1.97M +$145K +4,865 +8%
GCP
40
Gill Capital Partners
Colorado
$1.91M +$250K +8,379 +15%
IFG
41
Independent Financial Group
California
$1.74M -$23K -770 -1%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.64M +$1.64M +55,015 New
TWM
43
Tradition Wealth Management
Minnesota
$1.6M +$152K +5,085 +10%
NA
44
NewEdge Advisors
Louisiana
$1.56M +$1.56M +52,311 New
KWM
45
KFG Wealth Management
Indiana
$1.52M +$1.52M +50,887 New
RIS
46
Retirement Income Solutions
Michigan
$1.48M +$49.3K +1,649 +3%
CAG
47
Compass Advisory Group
New York
$1.32M -$143K -4,796 -10%
SFG
48
Steward Financial Group
Texas
$1.25M +$1.25M +41,869 New
MFG
49
MTM Financial Group
Pennsylvania
$1.23M +$39.7K +1,328 +3%
Corient Private Wealth
50
Corient Private Wealth
Florida
$1.21M +$1.21M +40,469 New
1
2
3 4 5

PDEC Hedge Fund Activity: Q4 2022 in Review

139 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q4 2022, worth a combined $437M — up 204% from $144M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PDEC positions and 8 closed out — a net gain of 55 holders — while 55 added to existing stakes and 11 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $75.5M. The largest seller was Valtinson Bruner Financial Planning, cutting an estimated $3.47M.

  • 139 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q4 2022, up from 85 in Q3 2022.
  • Funds reported $437M of Innovator US Equity Power Buffer ETF December stock for Q4 2022, up 204% quarter-over-quarter.
  • 63 funds opened new Innovator US Equity Power Buffer ETF December positions in Q4 2022 and 8 closed out, a net change of +55 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q4 2022 was AllianceBernstein, an estimated $75.5M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q4 2022 was Valtinson Bruner Financial Planning, an estimated $3.47M sold.

Based on aggregated 13F filings for Q4 2022.