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Innovator US Equity Power Buffer ETF December
PDEC

149 hedge funds and large institutions have $495M invested in Innovator US Equity Power Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

68% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 34

13% more capital invested

Capital invested by funds: $437M → $495M (+$58M)

7% more funds holding

Funds holding: 139 → 149 (+10)

1.34% less ownership

Funds ownership: 72.27% → 70.93% (-1.3%)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.37%
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
57
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWPG
Strategic Wealth Partners Group
Illinois
+$35.3M
2
CAG
Compass Advisory Group
New York
+$15.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.96M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$5.03M
5
RFG
Range Financial Group
Oregon
+$4.6M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$26M
2
SCA
Stuart Chaussee & Associates
California
-$6.24M
3
IA
IFP Advisors
Florida
-$2.35M
4
MCM
MAI Capital Management
Ohio
-$857K
5
BWM
BCS Wealth Management
Tennessee
-$777K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
26
KFG Wealth Management
Indiana
$3.36M +$1.71M +55,414 +109%
CFS
27
CRA Financial Services
New Jersey
$3.14M +$676K +21,952 +28%
MCM
28
MAI Capital Management
Ohio
$3.07M -$857K -27,857 -22%
CAN
29
Cetera Advisor Networks
California
$2.92M +$11.1K +360 +0.4%
CA
30
Corrado Advisors
New Jersey
$2.73M +$41.4K +1,344 +2%
KAS
31
Kestra Advisory Services
Texas
$2.62M +$524K +17,026 +26%
SPIA
32
Steward Partners Investment Advisory
New York
$2.62M +$114K +3,700 +5%
MAM
33
Milestone Asset Management
Pennsylvania
$2.58M -$54.6K -1,773 -2%
SPC
34
Sigma Planning Corp
Michigan
$2.48M +$159K +5,159 +7%
YWS
35
Yarger Wealth Strategies
Ohio
$2.4M – – –
BA
36
Bellwether Advisors
Nebraska
$2.36M -$13.3K -431 -0.6%
TWM
37
Tradition Wealth Management
Minnesota
$2.19M +$500K +16,260 +30%
HCA
38
Horan Capital Advisors
Ohio
$2.1M – – –
PWA
39
Pillar Wealth Advisors
Pennsylvania
$2.07M – – –
KA
40
Kovack Advisors
Florida
$2.05M +$2.01M +65,266 New
GCP
41
Gill Capital Partners
Colorado
$1.89M -$121K -3,917 -6%
IFG
42
Independent Financial Group
California
$1.87M +$38.5K +1,250 +2%
BWM
43
BCS Wealth Management
Tennessee
$1.85M -$777K -25,260 -30%
AWM
44
Atticus Wealth Management
Florida
$1.79M +$806K +26,207 +85%
OWA
45
Outlook Wealth Advisors
Texas
$1.69M +$1.65M +53,591 New
MML Investors Services
46
MML Investors Services
Massachusetts
$1.66M -$71.2K -2,315 -4%
NA
47
NewEdge Advisors
Louisiana
$1.63M – – –
RIS
48
Retirement Income Solutions
Michigan
$1.6M +$34K +1,105 +2%
MFG
49
MTM Financial Group
Pennsylvania
$1.33M +$31K +1,006 +2%
AA
50
Advisory Alpha
Michigan
$1.29M +$370K +12,039 +42%
1
2
3 4 5

PDEC Hedge Fund Activity: Q1 2023 in Review

149 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q1 2023, worth a combined $495M — up 13% from $437M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PDEC positions and 10 closed out — a net gain of 13 holders — while 57 added to existing stakes and 34 trimmed.

The largest buyer was Strategic Wealth Partners Group, opening a new position worth an estimated $35.3M. The largest seller was Gradient Investments, cutting an estimated $26M.

  • 149 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q1 2023, up from 139 in Q4 2022.
  • Funds reported $495M of Innovator US Equity Power Buffer ETF December stock for Q1 2023, up 13% quarter-over-quarter.
  • 23 funds opened new Innovator US Equity Power Buffer ETF December positions in Q1 2023 and 10 closed out, a net change of +13 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q1 2023 was Strategic Wealth Partners Group, an estimated $35.3M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q1 2023 was Gradient Investments, an estimated $26M sold.

Based on aggregated 13F filings for Q1 2023.