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Innovator US Equity Power Buffer ETF December
PDEC

68 hedge funds and large institutions have $113M invested in Innovator US Equity Power Buffer ETF December in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 68 → 68 (0)

4.91% less ownership

Funds ownership: 60.14% → 55.23% (-4.9%)

6% less capital invested

Capital invested by funds: $120M → $113M (-$7.36M)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
9
Increased
15
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Advisory Alpha
Michigan
+$3.18M
2
BMM
Berkshire Money Management
Massachusetts
+$2.34M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.98M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.9M
5
OMC
Old Mission Capital
Illinois
+$1.69M

Top Sellers

1
PCS
Personal CFO Solutions
New Jersey
-$17.7M
2
CFA
Carroll Financial Associates
North Carolina
-$2.53M
3
KAS
Kestra Advisory Services
Texas
-$1.13M
4
Jane Street
Jane Street
New York
-$977K
5
TWM
Tradition Wealth Management
Minnesota
-$971K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
51
Bedel Financial Consulting
Indiana
$164K – – –
UBS Group
52
UBS Group
Switzerland
$99K +$97K +3,316 New
Morgan Stanley
53
Morgan Stanley
New York
$97K – – –
HFA
54
Hoover Financial Advisors
Pennsylvania
$89K – – –
FPW
55
Flagship Private Wealth
Massachusetts
$60.1K – – –
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$52K – – –
VFA
57
Valeo Financial Advisors
Indiana
$52K – – –
AIC
58
Ameritas Investment Company
Nebraska
$46K +$45.2K +1,545 New
NFG
59
Next Financial Group
Texas
$44K – – –
SWA
60
Sutton Wealth Advisors
Florida
$33.2K – – –
BMD
61
Better Money Decisions
New Mexico
$31K +$30.9K +1,055 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$28K – – –
OCM
63
Orion Capital Management
California
$27K – – –
WCAMG
64
Woodard & Company Asset Management Group
North Carolina
$15K – – –
CFA
65
Carroll Financial Associates
North Carolina
$14K -$2.53M -86,378 -99%
LFG
66
Larson Financial Group
Missouri
$11K -$39.2K -1,340 -78%
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$6K +$6.09K +208 New
AWA
68
Arkadios Wealth Advisors
Georgia
$5K – – –
PCS
69
Personal CFO Solutions
New Jersey
– -$17.7M -611,045 Closed
Jane Street
70
Jane Street
New York
– -$977K -33,698 Closed
TWM
71
Tradition Wealth Management
Minnesota
– -$971K -33,466 Closed
SAG
72
Spotlight Asset Group
Illinois
– -$780K -26,905 Closed
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
– -$428K -14,754 Closed
GI
74
Gradient Investments
Minnesota
– -$103K -3,740 Closed
IFAM
75
Institutional & Family Asset Management
Colorado
– -$43K -1,487 Closed
1 2
3
4

PDEC Hedge Fund Activity: Q1 2021 in Review

68 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q1 2021, worth a combined $113M — down 6.1% from $120M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PDEC positions and 8 closed out — a net gain of 1 holder — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Advisory Alpha, opening a new position worth an estimated $3.18M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $17.7M sold.

  • 68 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $113M of Innovator US Equity Power Buffer ETF December stock for Q1 2021, down 6.1% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Power Buffer ETF December positions in Q1 2021 and 8 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q1 2021 was Advisory Alpha, an estimated $3.18M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q1 2021 was Personal CFO Solutions, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2021.