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Innovator US Equity Power Buffer ETF December

83 hedge funds and large institutions have $145M invested in Innovator US Equity Power Buffer ETF December in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 6

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

127% more capital invested

Capital invested by funds: $63.6M → $145M (+$81M)

48% more funds holding

Funds holding: 5683 (+27)

9.18% more ownership

Funds ownership: 57.14%66.33% (+9.2%)

Holders
83
Holders Change
+27
Holders Change %
+48.21%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
27
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$362K -$342 -11 -0.1%
VA
52
Valmark Advisers
Ohio
$355K +$348K +11,179 New
OIA
53
OneDigital Investment Advisors
Kansas
$353K
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$327K +$320K +10,285 New
OMC
55
Old Mission Capital
Illinois
$323K -$1.04M -33,554 -77%
CCM
56
Covington Capital Management
California
$310K -$46.7K -1,500 -13%
FFG
57
Frisch Financial Group
New York
$308K -$14.2K -455 -4%
SB
58
Strategic Blueprint
Georgia
$307K -$76.6K -2,462 -20%
AAS
59
Avantax Advisory Services
Texas
$307K +$301K +9,673 New
DFA
60
DHJJ Financial Advisors
Illinois
$299K +$287K +9,222 New
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$284K +$223K +7,177 +408%
XF
62
XML Financial
Maryland
$283K
TWP
63
TFO Wealth Partners
Ohio
$274K
CNWM
64
Clay Northam Wealth Management
California
$259K +$253K +8,139 New
IWC
65
Integrated Wealth Concepts
Massachusetts
$253K +$248K +7,975 New
SPC
66
Sigma Planning Corp
Michigan
$234K +$229K +7,355 New
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$209K +$205K +6,582 New
CCM
68
Coldstream Capital Management
Washington
$200K +$196K +6,290 New
BFC
69
Bedel Financial Consulting
Indiana
$186K +$13.4K +430 +8%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$167K +$143K +4,595 +707%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$158K +$90.8K +2,918 +143%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$103K +$101K +3,240 New
SWM
73
Spire Wealth Management
Virginia
$99K +$96.5K +3,100 New
UBS Group
74
UBS Group
Switzerland
$71K -$45.8K -1,472 -40%
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$70K +$62.2K +2,000 +962%

PDEC Hedge Fund Activity: Q4 2021 in Review

83 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q4 2021, worth a combined $145M — up 127% from $63.6M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PDEC positions and 6 closed out — a net gain of 28 holders — while 27 added to existing stakes and 11 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $28.6M. The largest seller was Cetera Investment Advisers, cutting an estimated $5.07M.

  • 83 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q4 2021, up from 56 in Q3 2021.
  • Funds reported $145M of Innovator US Equity Power Buffer ETF December stock for Q4 2021, up 127% quarter-over-quarter.
  • 34 funds opened new Innovator US Equity Power Buffer ETF December positions in Q4 2021 and 6 closed out, a net change of +28 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q4 2021 was AllianceBernstein, an estimated $28.6M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q4 2021 was Cetera Investment Advisers, an estimated $5.07M sold.

Based on aggregated 13F filings for Q4 2021.