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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

86 hedge funds and large institutions have $158M invested in Innovator US Equity Power Buffer ETF December in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
21
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSIS
1
Global Strategic Investment Solutions
Arizona
$11.7M
2
LNC
2
Lincoln National Corp
Pennsylvania
$7.85M
3
IA
3
IFP Advisors
Florida
$2.28M
4
AA
4
Advisory Alpha
Michigan
$1.7M
5
PCM
5
Penserra Capital Management
California
$8.16M

Top Sellers

1
CG
1
Caprock Group
Idaho
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
SIA
3
Soltis Investment Advisors
Utah
$464K
4
MCM
4
MAI Capital Management
Ohio
$3.19M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAF
51
Smith Anglin Financial
Texas
$418K -$41.4K -1,326 -9%
Wolverine Trading
52
Wolverine Trading
Illinois
$410K +$410K +13,054 New
AAP
53
Arax Advisory Partners
Colorado
$399K +$13K +416 +3%
WA
54
Wealth Alliance
New York
$394K – – –
BFEC
55
Benjamin F. Edwards & Company
Missouri
$392K +$228K +7,293 +139%
AAS
56
Avantax Advisory Services
Texas
$352K +$50.3K +1,614 +17%
VA
57
Valmark Advisers
Ohio
$349K – – –
OIA
58
OneDigital Investment Advisors
Kansas
$347K – – –
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$321K – – –
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$309K +$104K +3,327 +51%
CCM
61
Covington Capital Management
California
$304K – – –
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$295K +$15.6K +500 +6%
DFA
63
DHJJ Financial Advisors
Illinois
$289K +$1.25K +40 +0.4%
SPC
64
Sigma Planning Corp
Michigan
$284K +$54.6K +1,750 +24%
XF
65
XML Financial
Maryland
$278K – – –
TWP
66
TFO Wealth Partners
Ohio
$272K – – –
LPL Financial
67
LPL Financial
California
$265K +$265K +8,485 New
TW
68
Transform Wealth
Colorado
$250K -$140K -4,485 -36%
IWC
69
Integrated Wealth Concepts
Massachusetts
$249K – – –
CNWM
70
Clay Northam Wealth Management
California
$248K -$6.25K -200 -2%
MHS
71
M Holdings Securities
Oregon
$227K +$227K +7,257 New
TFS
72
TrustCore Financial Services
Tennessee
$225K +$225K +7,210 New
BFC
73
Bedel Financial Consulting
Indiana
$211K +$28.9K +926 +16%
FFN
74
Focus Financial Network
Minnesota
$202K +$202K +6,474 New
MCC
75
Money Concepts Capital
Florida
$191K +$191K +6,125 New
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3
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