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Innovator US Equity Power Buffer ETF December
PDEC

139 hedge funds and large institutions have $437M invested in Innovator US Equity Power Buffer ETF December in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 55 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

688% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 8

400% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 11

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

204% more capital invested

Capital invested by funds: $144M → $437M (+$293M)

64% more funds holding

Funds holding: 85 → 139 (+54)

2.35% more ownership

Funds ownership: 69.92% → 72.27% (+2.3%)

Holders
139
Holders Change
+54
Holders Change %
+63.53%
% of All Funds
2.23%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
63
Increased
55
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$75.5M
2
BCM
Brookstone Capital Management
Illinois
+$29.5M
3
GI
Gradient Investments
Minnesota
+$25.3M
4
GSIS
Global Strategic Investment Solutions
Arizona
+$19.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.1M

Top Sellers

1
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$3.47M
2
OMC
Old Mission Capital
Illinois
-$3.24M
3
Creative Planning
Creative Planning
Kansas
-$2.11M
4
AIA
Alera Investment Advisors
Illinois
-$689K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
GG
51
Gofen & Glossberg
Illinois
$1.19M +$1.19M +39,695 New
ASN
52
Advisory Services Network
Georgia
$1.12M +$1.12M +37,399 New
AWM
53
Atticus Wealth Management
Florida
$919K +$919K +30,750 New
WA
54
Wealth Alliance
New York
$878K +$501K +16,759 +133%
AA
55
Advisory Alpha
Michigan
$865K +$381K +12,733 +78%
HAS
56
HBW Advisory Services
California
$860K +$860K +28,775 New
NFG
57
Nations Financial Group
Iowa
$845K +$314K +10,513 +59%
BWM
58
BCGM Wealth Management
Indiana
$838K +$838K +28,029 New
ST
59
Sageworth Trust
Pennsylvania
$827K +$827K +27,664 New
AAS
60
Avantax Advisory Services
Texas
$802K +$427K +14,295 +114%
CHC
61
City Holding Co
West Virginia
$783K +$394K +13,190 +101%
WSTAM
62
Wilbanks Smith & Thomas Asset Management
Virginia
$782K – – –
FCM
63
Firestone Capital Management
Florida
$773K +$773K +25,869 New
PWMG
64
Pinnacle Wealth Management Group
Michigan
$749K +$19.4K +650 +3%
RA
65
RFG Advisory
Alabama
$747K +$711K +23,797 New
W
66
WPWealth
Texas
$728K +$728K +24,348 New
CWG
67
Crown Wealth Group
North Carolina
$727K +$727K +24,336 New
SVWAG
68
Sound View Wealth Advisors Group
Georgia
$711K +$606K +20,270 New
CAL
69
Capital Analysts LLC
Pennsylvania
$711K +$711K +23,802 New
CRWM
70
Castle Rock Wealth Management
California
$688K +$154K +5,150 +30%
Citadel Advisors
71
Citadel Advisors
Florida
$681K +$681K +22,790 New
KWS
72
Keystone Wealth Services
California
$673K +$192K +6,410 +40%
OCM
73
Orion Capital Management
California
$661K +$661K +22,120 New
MHS
74
M Holdings Securities
Oregon
$653K +$436K +14,585 +201%
SEP
75
Southland Equity Partners
Missouri
$649K +$79.5K +2,662 +14%
1 2
3
4 5

PDEC Hedge Fund Activity: Q4 2022 in Review

139 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q4 2022, worth a combined $437M — up 204% from $144M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PDEC positions and 8 closed out — a net gain of 55 holders — while 55 added to existing stakes and 11 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $75.5M. The largest seller was Valtinson Bruner Financial Planning, cutting an estimated $3.47M.

  • 139 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q4 2022, up from 85 in Q3 2022.
  • Funds reported $437M of Innovator US Equity Power Buffer ETF December stock for Q4 2022, up 204% quarter-over-quarter.
  • 63 funds opened new Innovator US Equity Power Buffer ETF December positions in Q4 2022 and 8 closed out, a net change of +55 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q4 2022 was AllianceBernstein, an estimated $75.5M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q4 2022 was Valtinson Bruner Financial Planning, an estimated $3.47M sold.

Based on aggregated 13F filings for Q4 2022.