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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

204 hedge funds and large institutions have $790M invested in Innovator US Equity Power Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+42
Holders Change %
+25.93%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
52
Increased
76
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$52.3M
2
BCM
2
Brookstone Capital Management
Illinois
$36.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$204M
4
William Blair & Company
4
William Blair & Company
Illinois
$24.4M
5
SI
5
Stephens Inc
Arkansas
$23.8M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$5.71M
2
Jane Street
2
Jane Street
New York
$0
3
LPL Financial
3
LPL Financial
California
$9.12M
4
AWM
4
AE Wealth Management
Kansas
$1.76M
5
RA
5
RFG Advisory
Alabama
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
26
Capital Analysts LLC
Pennsylvania
$4.81M +$4.35M +113,246 +959%
HWM
27
HB Wealth Management
Georgia
$4.55M +$36.7K +954 +0.8%
CA
28
CoreCap Advisors
Michigan
$4.53M +$2.04M +53,004 +82%
MW
29
MBL Wealth
North Carolina
$3.88M -$175K -4,550 -4%
CFS
30
CRA Financial Services
New Jersey
$3.85M +$2.22M +57,798 +137%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$3.8M -$394K -10,266 -9%
HI
32
Harbour Investments
Wisconsin
$3.76M +$3.37M +87,645 +861%
CRWM
33
Castle Rock Wealth Management
California
$3.62M -$95.4K -2,423 -3%
TC
34
TownSquare Capital
Utah
$3.54M -$1.29M -33,576 -27%
KWM
35
KFG Wealth Management
Indiana
$3.34M +$567K +14,753 +20%
MML Investors Services
36
MML Investors Services
Massachusetts
$3.22M -$86.9K -2,263 -3%
YWS
37
Yarger Wealth Strategies
Ohio
$3.16M +$179K +4,667 +6%
GCP
38
Gill Capital Partners
Colorado
$3.14M -$1.18M -30,627 -27%
DI
39
Diligent Investors
California
$3.1M +$1.14M +29,732 +58%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$3.07M +$2.48M +64,484 +418%
NA
41
NewEdge Advisors
Louisiana
$3M +$1.25M +32,563 +72%
CAG
42
Compass Advisory Group
New York
$2.83M +$80.4K +2,092 +3%
CA
43
Corrado Advisors
New Jersey
$2.78M +$2.78M +72,460 New
CCG
44
Catalina Capital Group
California
$2.68M +$2.68M +69,758 New
MCM
45
MAI Capital Management
Ohio
$2.67M +$1.2M +31,179 +81%
SPIA
46
Steward Partners Investment Advisory
New York
$2.64M – – –
AWS
47
Atria Wealth Solutions
New York
$2.61M +$721K +18,756 +38%
SNWA
48
Siligmueller & Norvid Wealth Advisors
Illinois
$2.58M +$2.58M +67,262 New
AC
49
AlphaCore Capital
California
$2.53M – – –
MAM
50
Milestone Asset Management
Pennsylvania
$2.53M -$8.72K -227 -0.3%
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