PDEC icon

Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

171 hedge funds and large institutions have $631M invested in Innovator US Equity Power Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 72 reducing their positions, and 12 closing their positions.

Holders
171
Holders Change
–
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
23
Reduced
72
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$37.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$25.7M
3
HWM
3
HB Wealth Management
Georgia
$4.41M
4
LPL Financial
4
LPL Financial
California
$12M
5
FIA
5
Foundations Investment Advisors
Arizona
$9.16M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$10.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$12.1M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$188M
5
WIM
5
WealthPlan Investment Management
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$4.3M 114,598 +3,363 +3%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$4.11M 109,522 -42 -0%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$4.01M 106,775 -12,508 -10%
CRWM
29
Castle Rock Wealth Management
California
$3.56M 94,934 -295 -0.3%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.56M 94,886 +12,522 +15%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$3.48M 92,844 +3,112 +3%
YWS
32
Yarger Wealth Strategies
Ohio
$2.91M 77,682 -3,383 -4%
KWM
33
KFG Wealth Management
Indiana
$2.89M 76,990 -1,398 -2%
NA
34
NewEdge Advisors
Louisiana
$2.78M 74,176 -2 -0%
CAG
35
Compass Advisory Group
New York
$2.76M 73,472 -100 -0.1%
SPIA
36
Steward Partners Investment Advisory
New York
$2.61M 69,468 – –
MAM
37
Milestone Asset Management
Pennsylvania
$2.5M 66,706 -6,046 -8%
BA
38
Bellwether Advisors
Nebraska
$2.47M 65,898 -152 -0.2%
AC
39
AlphaCore Capital
California
$2.47M 65,800 – –
CA
40
CoreCap Advisors
Michigan
$2.45M 65,393 -3,589 -5%
RA
41
RFG Advisory
Alabama
$2.29M 61,073 +4,172 +7%
BWM
42
BCS Wealth Management
Tennessee
$2.05M 54,518 -482 -0.9%
AWS
43
Atria Wealth Solutions
New York
$1.93M 51,481 -150 -0.3%
DI
44
Diligent Investors
California
$1.92M 51,232 – –
CAM
45
Cresset Asset Management
Illinois
$1.87M 49,933 +1 +0%
AWM
46
Atticus Wealth Management
Florida
$1.79M 47,728 – –
CFS
47
CRA Financial Services
New Jersey
$1.78M 47,464 -3,622 -7%
RIS
48
Retirement Income Solutions
Michigan
$1.74M 46,263 -5,009 -10%
OIA
49
OneDigital Investment Advisors
Kansas
$1.69M 45,162 +17,450 +63%
PWA
50
Pillar Wealth Advisors
Pennsylvania
$1.61M 42,868 -21,248 -33%
1
2
3 4 5