PDEC icon

Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

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.

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.2%
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
1
Advisory Alpha
Michigan
$3.24M
2
BMM
2
Berkshire Money Management
Massachusetts
$6.71M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$7.35M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.94M
5
OMC
5
Old Mission Capital
Illinois
$2.32M

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$0
2
CFA
2
Carroll Financial Associates
North Carolina
$14K
3
KAS
3
Kestra Advisory Services
Texas
$1.57M
4
Jane Street
4
Jane Street
New York
$0
5
TWM
5
Tradition Wealth Management
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
51
Bedel Financial Consulting
Indiana
$164K 5,494 – –
UBS Group
52
UBS Group
Switzerland
$99K 3,316 +3,316 New
Morgan Stanley
53
Morgan Stanley
New York
$97K 3,250 – –
HFA
54
Hoover Financial Advisors
Pennsylvania
$89K 2,946 – –
FPW
55
Flagship Private Wealth
Massachusetts
$60.1K 2,000 – –
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$52K 1,760 – –
VFA
57
Valeo Financial Advisors
Indiana
$52K 1,754 – –
AIC
58
Ameritas Investment Company
Nebraska
$46K 1,545 +1,545 New
NFG
59
Next Financial Group
Texas
$44K 1,482 – –
SWA
60
Sutton Wealth Advisors
Florida
$33.2K 1,116 – –
BMD
61
Better Money Decisions
New Mexico
$31K 1,055 +1,055 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$28K 934 – –
OCM
63
Orion Capital Management
California
$27K 905 – –
WCAMG
64
Woodard & Company Asset Management Group
North Carolina
$15K 500 – –
CFA
65
Carroll Financial Associates
North Carolina
$14K 492 -86,378 -99%
LFG
66
Larson Financial Group
Missouri
$11K 383 -1,340 -78%
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$6K 208 +208 New
AWA
68
Arkadios Wealth Advisors
Georgia
$5K 200 – –
PCS
69
Personal CFO Solutions
New Jersey
– – -611,045 Closed
Jane Street
70
Jane Street
New York
– – -33,698 Closed
TWM
71
Tradition Wealth Management
Minnesota
– – -33,466 Closed
SAG
72
Spotlight Asset Group
Illinois
– – -26,905 Closed
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
– – -14,754 Closed
GI
74
Gradient Investments
Minnesota
– – -3,740 Closed
IFAM
75
Institutional & Family Asset Management
Colorado
– – -1,487 Closed
1 2
3
4