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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

147 hedge funds and large institutions have $492M invested in Innovator US Equity Power Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+10
Holders Change %
+7.3%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
23
Increased
55
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWPG
1
Strategic Wealth Partners Group
Illinois
$36M
2
CAG
2
Compass Advisory Group
New York
$17.3M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.6M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$9.6M
5
RFG
5
Range Financial Group
Oregon
$5.24M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$79.5K
2
SCA
2
Stuart Chaussee & Associates
California
$0
3
IA
3
IFP Advisors
Florida
$771K
4
MCM
4
MAI Capital Management
Ohio
$3.07M
5
BWM
5
BCS Wealth Management
Tennessee
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
26
KFG Wealth Management
Indiana
$3.36M 106,301 +55,414 +109%
CFS
27
CRA Financial Services
New Jersey
$3.14M 99,689 +21,952 +28%
MCM
28
MAI Capital Management
Ohio
$3.07M 97,524 -27,857 -22%
CAN
29
Cetera Advisor Networks
California
$2.92M 92,907 +360 +0.4%
CA
30
Corrado Advisors
New Jersey
$2.73M 86,947 +1,344 +2%
KAS
31
Kestra Advisory Services
Texas
$2.62M 83,323 +17,026 +26%
SPIA
32
Steward Partners Investment Advisory
New York
$2.62M 83,281 +3,700 +5%
MAM
33
Milestone Asset Management
Pennsylvania
$2.58M 81,882 -1,773 -2%
SPC
34
Sigma Planning Corp
Michigan
$2.48M 78,883 +5,159 +7%
YWS
35
Yarger Wealth Strategies
Ohio
$2.4M 76,355 – –
BA
36
Bellwether Advisors
Nebraska
$2.36M 74,955 -431 -0.6%
TWM
37
Tradition Wealth Management
Minnesota
$2.19M 70,401 +16,260 +30%
HCA
38
Horan Capital Advisors
Ohio
$2.1M 66,836 – –
PWA
39
Pillar Wealth Advisors
Pennsylvania
$2.07M 65,972 – –
KA
40
Kovack Advisors
Florida
$2.05M 65,266 +65,266 New
GCP
41
Gill Capital Partners
Colorado
$1.89M 60,102 -3,917 -6%
BWM
42
BCS Wealth Management
Tennessee
$1.85M 58,933 -25,260 -30%
AWM
43
Atticus Wealth Management
Florida
$1.79M 56,957 +26,207 +85%
OWA
44
Outlook Wealth Advisors
Texas
$1.69M 53,591 +53,591 New
MML Investors Services
45
MML Investors Services
Massachusetts
$1.66M 52,700 -2,315 -4%
NA
46
NewEdge Advisors
Louisiana
$1.63M 52,311 – –
RIS
47
Retirement Income Solutions
Michigan
$1.6M 50,787 +1,105 +2%
AA
48
Advisory Alpha
Michigan
$1.29M 40,995 +12,039 +42%
WCG
49
Weaver Consulting Group
California
$1.22M 38,857 +38,857 New
SFG
50
Steward Financial Group
Texas
$1.2M 38,099 -3,770 -9%
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