We are live on ! Find out more
PDEC icon

Innovator US Equity Power Buffer ETF December
PDEC

149 hedge funds and large institutions have $495M invested in Innovator US Equity Power Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

68% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 34

13% more capital invested

Capital invested by funds: $437M → $495M (+$58M)

7% more funds holding

Funds holding: 139 → 149 (+10)

1.34% less ownership

Funds ownership: 72.27% → 70.93% (-1.3%)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.37%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
23
Increased
57
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWPG
Strategic Wealth Partners Group
Illinois
+$35.3M
2
CAG
Compass Advisory Group
New York
+$15.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.96M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$5.03M
5
RFG
Range Financial Group
Oregon
+$4.6M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$26M
2
SCA
Stuart Chaussee & Associates
California
-$6.24M
3
IA
IFP Advisors
Florida
-$2.35M
4
MCM
MAI Capital Management
Ohio
-$857K
5
BWM
BCS Wealth Management
Tennessee
-$777K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
51
Weaver Consulting Group
California
$1.22M +$1.2M +38,857 New
SFG
52
Steward Financial Group
Texas
$1.2M -$116K -3,770 -9%
ASN
53
Advisory Services Network
Georgia
$1.18M – – –
CAL
54
Capital Analysts LLC
Pennsylvania
$1.06M +$301K +9,793 +41%
Corient Private Wealth
55
Corient Private Wealth
Florida
$995K -$272K -8,830 -22%
NFG
56
Nations Financial Group
Iowa
$988K +$96.8K +3,146 +11%
MIM
57
Macroview Investment Management
Maryland
$985K +$964K +31,330 New
CHC
58
City Holding Co
West Virginia
$960K +$133K +4,335 +17%
WA
59
Wealth Alliance
New York
$924K – – –
ST
60
Sageworth Trust
Pennsylvania
$870K – – –
HAS
61
HBW Advisory Services
California
$868K -$36K -1,169 -4%
AAS
62
Avantax Advisory Services
Texas
$831K -$12.8K -415 -2%
RA
63
RFG Advisory
Alabama
$824K +$73.7K +2,396 +10%
WSTAM
64
Wilbanks Smith & Thomas Asset Management
Virginia
$822K – – –
AMC
65
Asset Management Corp
Illinois
$817K +$152K +4,941 +23%
FCM
66
Firestone Capital Management
Florida
$798K -$15K -488 -2%
OIA
67
OneDigital Investment Advisors
Kansas
$792K +$143K +4,662 +23%
PWMG
68
Pinnacle Wealth Management Group
Michigan
$788K – – –
IA
69
IFP Advisors
Florida
$771K -$2.35M -76,285 -72%
TC
70
TownSquare Capital
Utah
$744K +$727K +23,641 New
RJA
71
Raymond James & Associates
Florida
$727K +$67.8K +2,203 +11%
KWS
72
Keystone Wealth Services
California
$708K – – –
CRWM
73
Castle Rock Wealth Management
California
$698K – – –
OCM
74
Orion Capital Management
California
$696K – – –
SVWAG
75
Sound View Wealth Advisors Group
Georgia
$691K +$52.4K +1,703 +8%
1 2
3
4 5

PDEC Hedge Fund Activity: Q1 2023 in Review

149 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q1 2023, worth a combined $495M — up 13% from $437M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PDEC positions and 10 closed out — a net gain of 13 holders — while 57 added to existing stakes and 34 trimmed.

The largest buyer was Strategic Wealth Partners Group, opening a new position worth an estimated $35.3M. The largest seller was Gradient Investments, cutting an estimated $26M.

  • 149 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q1 2023, up from 139 in Q4 2022.
  • Funds reported $495M of Innovator US Equity Power Buffer ETF December stock for Q1 2023, up 13% quarter-over-quarter.
  • 23 funds opened new Innovator US Equity Power Buffer ETF December positions in Q1 2023 and 10 closed out, a net change of +13 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q1 2023 was Strategic Wealth Partners Group, an estimated $35.3M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q1 2023 was Gradient Investments, an estimated $26M sold.

Based on aggregated 13F filings for Q1 2023.