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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

136 hedge funds and large institutions have $449M invested in Innovator US Equity Power Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
136
Holders Change
-11
Holders Change %
-7.48%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
7
Increased
20
Reduced
62
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Soltis Investment Advisors
Utah
$3.42M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$2.35M
3
PCM
3
Penserra Capital Management
California
$22.2M
4
FIA
4
Foundations Investment Advisors
Arizona
$2.28M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.28M

Top Sellers

1
CAG
1
Compass Advisory Group
New York
$5.2M
2
BCM
2
Brookstone Capital Management
Illinois
$18.2M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$12.4M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.5M
5
GSIS
5
Global Strategic Investment Solutions
Arizona
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$2.82M +$348K +10,767 +14%
CA
27
Corrado Advisors
New Jersey
$2.74M -$50.6K -1,564 -2%
MAM
28
Milestone Asset Management
Pennsylvania
$2.47M -$164K -5,063 -6%
YWS
29
Yarger Wealth Strategies
Ohio
$2.44M -$26.3K -814 -1%
KAS
30
Kestra Advisory Services
Texas
$2.4M -$172K -5,301 -7%
BA
31
Bellwether Advisors
Nebraska
$2.38M -$39.9K -1,232 -2%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$2.35M +$2.35M +72,532 New
KWM
33
KFG Wealth Management
Indiana
$2.35M -$1.46M -45,006 -38%
TWM
34
Tradition Wealth Management
Minnesota
$2.31M +$24.2K +744 +1%
FIA
35
Foundations Investment Advisors
Arizona
$2.28M +$2.28M +70,557 New
Citadel Advisors
36
Citadel Advisors
Florida
$2.28M +$2M +61,733 +707%
SPIA
37
Steward Partners Investment Advisory
New York
$2.27M -$420K -12,986 -16%
MML Investors Services
38
MML Investors Services
Massachusetts
$2.22M +$247K +7,634 +12%
SPC
39
Sigma Planning Corp
Michigan
$2.22M -$182K -5,623 -8%
AC
40
AlphaCore Capital
California
$2.13M – – –
PWA
41
Pillar Wealth Advisors
Pennsylvania
$2.1M -$10K -310 -0.5%
GCP
42
Gill Capital Partners
Colorado
$1.95M -$204K -6,295 -9%
HCA
43
Horan Capital Advisors
Ohio
$1.94M -$212K -6,559 -10%
CFS
44
CRA Financial Services
New Jersey
$1.88M -$1.15M -35,620 -38%
OWA
45
Outlook Wealth Advisors
Texas
$1.71M -$34.2K -1,057 -2%
CA
46
CoreCap Advisors
Michigan
$1.7M -$111K -3,445 -6%
NA
47
NewEdge Advisors
Louisiana
$1.69M – – –
RIS
48
Retirement Income Solutions
Michigan
$1.66M – – –
BWM
49
BCS Wealth Management
Tennessee
$1.45M -$202K -6,255 -12%
LPL Financial
50
LPL Financial
California
$1.32M +$1.02M +31,493 +339%
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