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Innovator US Equity Power Buffer ETF December
PDEC

149 hedge funds and large institutions have $516M invested in Innovator US Equity Power Buffer ETF December in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 71 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.91% more ownership

Funds ownership: 70.93% → 72.84% (+1.9%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

4% more capital invested

Capital invested by funds: $495M → $516M (+$20.9M)

0% more funds holding

Funds holding: 149 → 149 (0)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

75% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 71

Holders
149
Holders Change
–
Holders Change %
0%
% of All Funds
2.34%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
14
Increased
18
Reduced
71
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MW
MBL Wealth
North Carolina
+$12.5M
2
CWG
Crown Wealth Group
North Carolina
+$5.26M
3
PCM
Penserra Capital Management
California
+$2.2M
4
AC
AlphaCore Capital
California
+$2.1M
5
TC
TownSquare Capital
Utah
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
GSIS
Global Strategic Investment Solutions
Arizona
-$15.3M
2
WMA
West Michigan Advisors
Michigan
-$7.3M
3
RFG
Range Financial Group
Oregon
-$5.24M
4
BCM
Brookstone Capital Management
Illinois
-$3.33M
5
ICG
InterOcean Capital Group
Tennessee
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
26
CRA Financial Services
New Jersey
$3.12M -$194K -6,088 -6%
CA
27
Corrado Advisors
New Jersey
$2.86M -$27.6K -863 -1%
SPIA
28
Steward Partners Investment Advisory
New York
$2.77M – – –
MAM
29
Milestone Asset Management
Pennsylvania
$2.71M -$15.6K -490 -0.6%
KAS
30
Kestra Advisory Services
Texas
$2.65M -$118K -3,703 -4%
YWS
31
Yarger Wealth Strategies
Ohio
$2.54M – – –
CAN
32
Cetera Advisor Networks
California
$2.54M -$529K -16,574 -18%
BA
33
Bellwether Advisors
Nebraska
$2.49M -$5.94K -186 -0.2%
SPC
34
Sigma Planning Corp
Michigan
$2.47M -$153K -4,787 -6%
TWM
35
Tradition Wealth Management
Minnesota
$2.33M -$3.51K -110 -0.2%
HCA
36
Horan Capital Advisors
Ohio
$2.22M -$5.59K -175 -0.3%
GCP
37
Gill Capital Partners
Colorado
$2.21M +$203K +6,342 +11%
AC
38
AlphaCore Capital
California
$2.19M +$2.1M +65,800 New
PWA
39
Pillar Wealth Advisors
Pennsylvania
$2.17M -$24.8K -775 -1%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.03M +$268K +8,389 +16%
TC
41
TownSquare Capital
Utah
$2.01M +$1.17M +36,760 +155%
IFG
42
Independent Financial Group
California
$1.92M -$55.5K -1,738 -3%
CA
43
CoreCap Advisors
Michigan
$1.87M +$1.79M +56,070 New
OWA
44
Outlook Wealth Advisors
Texas
$1.79M +$8.37K +262 +0.5%
NA
45
NewEdge Advisors
Louisiana
$1.74M – – –
RIS
46
Retirement Income Solutions
Michigan
$1.71M +$15.5K +485 +1%
BWM
47
BCS Wealth Management
Tennessee
$1.7M -$254K -7,962 -14%
MCM
48
MAI Capital Management
Ohio
$1.37M -$1.8M -56,378 -58%
MFG
49
MTM Financial Group
Pennsylvania
$1.36M -$43.3K -1,355 -3%
WCG
50
Weaver Consulting Group
California
$1.26M -$29.3K -916 -2%
1
2
3 4 5

PDEC Hedge Fund Activity: Q2 2023 in Review

149 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q2 2023, worth a combined $516M — up 4.2% from $495M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PDEC positions and 13 closed out — a net gain of 1 holder — while 18 added to existing stakes and 71 trimmed.

The largest buyer was MBL Wealth, opening a new position worth an estimated $12.5M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $15.3M.

  • 149 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $516M of Innovator US Equity Power Buffer ETF December stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF December positions in Q2 2023 and 13 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q2 2023 was MBL Wealth, an estimated $12.5M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q2 2023 was Global Strategic Investment Solutions, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2023.