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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

211 hedge funds and large institutions have $843M invested in Innovator US Equity Power Buffer ETF December in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
21
Increased
56
Reduced
72
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$25.5M
2
PCM
Penserra Capital Management
California
$58.7M
3
HI
Harbour Investments
Wisconsin
$12.4M
4
SAG
SageView Advisory Group
California
$5.42M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$43.5M

Top Sellers

1
SI
Stephens Inc
Arkansas
$0
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$8.87M
3
Osaic Holdings
Osaic Holdings
Arizona
$40.6M
4
TC
TownSquare Capital
Utah
$655K
5
HWM
HB Wealth Management
Georgia
$868K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Belpointe Asset Management
Nevada
$5.96M -$13.7K -343 -0.2%
Truist Financial
27
Truist Financial
North Carolina
$5.8M -$201K -5,031 -3%
AI
28
Atria Investments
North Carolina
$5.62M +$1.25M +31,206 +29%
SAG
29
SageView Advisory Group
California
$5.42M +$2.49M +61,130 +85%
CAL
30
Capital Analysts LLC
Pennsylvania
$5M – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$4.86M +$145K +3,626 +3%
MW
32
MBL Wealth
North Carolina
$4.65M +$520K +12,995 +13%
GCP
33
Gill Capital Partners
Colorado
$4.57M -$54K -1,350 -1%
OWA
34
Outlook Wealth Advisors
Texas
$4.45M +$14.8K +369 +0.3%
CA
35
CoreCap Advisors
Michigan
$4.42M +$7K +175 +0.2%
TF
36
Trek Financial
Arizona
$4.05M +$569K +14,217 +16%
KWM
37
KFG Wealth Management
Indiana
$3.95M +$113K +2,823 +3%
FCFC
38
First Commonwealth Financial Corp
Pennsylvania
$3.74M +$151K +3,783 +4%
CRWM
39
Castle Rock Wealth Management
California
$3.53M -$187K -4,623 -5%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.49M +$8.64K +216 +0.2%
WCM
41
Weaver Capital Management
Georgia
$3.31M -$487K -12,181 -13%
YWS
42
Yarger Wealth Strategies
Ohio
$3.26M -$17.4K -434 -0.5%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$3.18M -$2.59M -64,504 -45%
OIA
44
OneDigital Investment Advisors
Kansas
$3.1M +$1.76M +44,017 +131%
FMWA
45
Forvis Mazars Wealth Advisors
Missouri
$2.87M -$302K -7,547 -10%
CA
46
Corrado Advisors
New Jersey
$2.86M -$18.9K -473 -0.7%
BWM
47
Brown Wealth Management
Illinois
$2.83M -$1.08K -27 -0%
SPIA
48
Steward Partners Investment Advisory
New York
$2.75M – – –
CAG
49
Compass Advisory Group
New York
$2.73M -$244K -6,100 -8%
SEP
50
Southland Equity Partners
Missouri
$2.71M -$2.8K -70 -0.1%
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