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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

83 hedge funds and large institutions have $141M invested in Innovator US Equity Power Buffer ETF December in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
13
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$11.6M
2
OMC
2
Old Mission Capital
Illinois
$3.24M
3
CHC
3
City Holding Co
West Virginia
$370K
4
SB
4
Strategic Blueprint
Georgia
$292K
5
KWM
5
Kingsview Wealth Management
Oregon
$240K

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$0
2
MCM
2
MAI Capital Management
Ohio
$1.97M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$395K
4
KWS
4
Keystone Wealth Services
California
$459K
5
ICG
5
InterOcean Capital Group
Tennessee
$2.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$367K +$14.8K +519 +4%
WA
52
Wealth Alliance
New York
$360K – – –
AAS
53
Avantax Advisory Services
Texas
$357K +$35.6K +1,250 +11%
AAP
54
Arax Advisory Partners
Colorado
$356K +$2.14K +75 +0.6%
HI
55
Harbour Investments
Wisconsin
$328K – – –
VA
56
Valmark Advisers
Ohio
$318K – – –
OIA
57
OneDigital Investment Advisors
Kansas
$316K – – –
BFEC
58
Benjamin F. Edwards & Company
Missouri
$315K -$47.5K -1,667 -13%
CFP
59
Cypress Financial Planning
New Jersey
$308K – – –
IWC
60
Integrated Wealth Concepts
Massachusetts
$299K +$54.2K +1,900 +22%
Wolverine Trading
61
Wolverine Trading
Illinois
$296K +$73.7K +2,570 +33%
SB
62
Strategic Blueprint
Georgia
$292K +$292K +10,255 New
SPC
63
Sigma Planning Corp
Michigan
$281K +$9.41K +330 +3%
DFA
64
DHJJ Financial Advisors
Illinois
$265K -$711 -25 -0.3%
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$263K – – –
XF
66
XML Financial
Maryland
$254K – – –
TWP
67
TFO Wealth Partners
Ohio
$248K – – –
LPL Financial
68
LPL Financial
California
$242K – – –
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$242K +$26.2K +920 +12%
KWM
70
Kingsview Wealth Management
Oregon
$240K +$240K +8,421 New
CCM
71
Covington Capital Management
California
$228K – – –
CNWM
72
Clay Northam Wealth Management
California
$226K – – –
MHS
73
M Holdings Securities
Oregon
$207K – – –
TFS
74
TrustCore Financial Services
Tennessee
$205K – – –
SWM
75
Sugarloaf Wealth Management
Georgia
$182K -$9.27K -325 -5%
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