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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

162 hedge funds and large institutions have $588M invested in Innovator US Equity Power Buffer ETF December in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 83 reducing their positions, and 18 closing their positions.

Holders
162
Holders Change
-9
Holders Change %
-5.26%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
17
Reduced
83
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.12M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$8.42M
3
PCM
3
Penserra Capital Management
California
$39.3M
4
JCM
4
Jacobi Capital Management
Pennsylvania
$2.46M
5
Truist Financial
5
Truist Financial
North Carolina
$12.3M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$6.92M
2
MW
2
MBL Wealth
North Carolina
$4.04M
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$8.81M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$189M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$4.18M 109,086 -8,475 -7%
MW
27
MBL Wealth
North Carolina
$4.04M 105,420 -126,622 -55%
CRWM
28
Castle Rock Wealth Management
California
$3.62M 94,283 -651 -0.7%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$3.41M 89,055 -17,720 -17%
MML Investors Services
30
MML Investors Services
Massachusetts
$3.3M 86,103 -8,783 -9%
YWS
31
Yarger Wealth Strategies
Ohio
$2.98M 77,682 – –
RA
32
RFG Advisory
Alabama
$2.84M 74,108 +13,035 +21%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$2.84M 74,003 -18,841 -20%
KWM
34
KFG Wealth Management
Indiana
$2.77M 72,180 -4,810 -6%
CAG
35
Compass Advisory Group
New York
$2.74M 71,472 -2,000 -3%
SPIA
36
Steward Partners Investment Advisory
New York
$2.63M 68,651 -817 -1%
MAM
37
Milestone Asset Management
Pennsylvania
$2.53M 65,969 -737 -1%
AC
38
AlphaCore Capital
California
$2.52M 65,800 – –
CA
39
CoreCap Advisors
Michigan
$2.49M 64,994 -399 -0.6%
JCM
40
Jacobi Capital Management
Pennsylvania
$2.46M 64,116 +42,868 +202%
BWM
41
BCS Wealth Management
Tennessee
$2.06M 53,631 -887 -2%
OWA
42
Outlook Wealth Advisors
Texas
$2M 52,171 +502 +1%
DI
43
Diligent Investors
California
$1.95M 50,924 -308 -0.6%
AWS
44
Atria Wealth Solutions
New York
$1.89M 49,253 -2,228 -4%
CAM
45
Cresset Asset Management
Illinois
$1.83M 47,745 -2,188 -4%
AWM
46
Atticus Wealth Management
Florida
$1.83M 47,728 – –
NA
47
NewEdge Advisors
Louisiana
$1.74M 45,452 -28,724 -39%
OIA
48
OneDigital Investment Advisors
Kansas
$1.72M 44,777 -385 -0.9%
WCG
49
Weaver Consulting Group
California
$1.63M 42,464 – –
CFS
50
CRA Financial Services
New Jersey
$1.62M 42,317 -5,147 -11%
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