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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

147 hedge funds and large institutions have $513M 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, 69 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
–
Holders Change %
0%
% of All Funds
2.32%
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
69
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MW
1
MBL Wealth
North Carolina
$13M
2
CWG
2
Crown Wealth Group
North Carolina
$9.95M
3
PCM
3
Penserra Capital Management
California
$20.4M
4
AC
4
AlphaCore Capital
California
$2.19M
5
TC
5
TownSquare Capital
Utah
$2.01M

Top Sellers

1
GSIS
1
Global Strategic Investment Solutions
Arizona
$17.7M
2
WMA
2
West Michigan Advisors
Michigan
$0
3
RFG
3
Range Financial Group
Oregon
$0
4
BCM
4
Brookstone Capital Management
Illinois
$28.4M
5
ICG
5
InterOcean Capital Group
Tennessee
$384K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
26
CRA Financial Services
New Jersey
$3.12M -$203K -6,088 -6%
CA
27
Corrado Advisors
New Jersey
$2.86M -$28.7K -863 -1%
SPIA
28
Steward Partners Investment Advisory
New York
$2.77M – – –
MAM
29
Milestone Asset Management
Pennsylvania
$2.71M -$16.3K -490 -0.6%
KAS
30
Kestra Advisory Services
Texas
$2.65M -$123K -3,703 -4%
YWS
31
Yarger Wealth Strategies
Ohio
$2.54M – – –
CAN
32
Cetera Advisor Networks
California
$2.54M -$552K -16,574 -18%
BA
33
Bellwether Advisors
Nebraska
$2.49M -$6.19K -186 -0.2%
SPC
34
Sigma Planning Corp
Michigan
$2.47M -$159K -4,787 -6%
TWM
35
Tradition Wealth Management
Minnesota
$2.33M -$3.64K -110 -0.2%
HCA
36
Horan Capital Advisors
Ohio
$2.22M -$5.82K -175 -0.3%
GCP
37
Gill Capital Partners
Colorado
$2.21M +$211K +6,342 +11%
AC
38
AlphaCore Capital
California
$2.19M +$2.19M +65,800 New
PWA
39
Pillar Wealth Advisors
Pennsylvania
$2.17M -$25.8K -775 -1%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.03M +$279K +8,389 +16%
TC
41
TownSquare Capital
Utah
$2.01M +$1.22M +36,760 +155%
CA
42
CoreCap Advisors
Michigan
$1.87M +$1.87M +56,070 New
OWA
43
Outlook Wealth Advisors
Texas
$1.79M +$8.72K +262 +0.5%
NA
44
NewEdge Advisors
Louisiana
$1.74M – – –
RIS
45
Retirement Income Solutions
Michigan
$1.71M +$16.1K +485 +1%
BWM
46
BCS Wealth Management
Tennessee
$1.7M -$265K -7,962 -14%
MCM
47
MAI Capital Management
Ohio
$1.37M -$1.88M -56,378 -58%
WCG
48
Weaver Consulting Group
California
$1.26M -$30.5K -916 -2%
ASN
49
Advisory Services Network
Georgia
$1.22M -$21.6K -649 -2%
SFG
50
Steward Financial Group
Texas
$1.2M -$65.9K -1,979 -5%
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