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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

204 hedge funds and large institutions have $790M invested in Innovator US Equity Power Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+42
Holders Change %
+25.93%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
52
Increased
76
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$52.3M
2
BCM
2
Brookstone Capital Management
Illinois
$36.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$204M
4
William Blair & Company
4
William Blair & Company
Illinois
$24.4M
5
SI
5
Stephens Inc
Arkansas
$23.8M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$5.71M
2
Jane Street
2
Jane Street
New York
$0
3
LPL Financial
3
LPL Financial
California
$9.12M
4
AWM
4
AE Wealth Management
Kansas
$1.76M
5
RA
5
RFG Advisory
Alabama
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
51
Farther Finance Advisors
California
$2.48M +$2.48M +64,501 New
JCM
52
Jacobi Capital Management
Pennsylvania
$2.46M – – –
BWM
53
BCS Wealth Management
Tennessee
$2.36M +$302K +7,870 +15%
SEP
54
Southland Equity Partners
Missouri
$2.29M +$1.29M +33,542 +129%
PWMG
55
Pinnacle Wealth Management Group
Michigan
$2.1M +$895K +23,285 +74%
TF
56
Trek Financial
Arizona
$2.09M +$840K +21,851 +67%
CB
57
Chris Bulman
California
$2.09M +$854K +22,236 +69%
S
58
SignatureFD
Georgia
$2.08M +$2.08M +54,072 New
HWP
59
Heritage Wealth Partners
Ohio
$2.05M +$2.05M +53,447 New
WCG
60
Weaver Consulting Group
California
$2.04M +$404K +10,514 +25%
OWA
61
Outlook Wealth Advisors
Texas
$2.01M +$4.96K +129 +0.2%
AWM
62
Atticus Wealth Management
Florida
$1.83M – – –
AWM
63
AE Wealth Management
Kansas
$1.76M -$2.46M -63,931 -58%
SAG
64
SageView Advisory Group
California
$1.66M +$1.66M +43,260 New
TPW
65
Talon Private Wealth
Florida
$1.63M +$1.63M +42,517 New
BA
66
Bellwether Advisors
Nebraska
$1.57M +$962K +25,039 +158%
TWM
67
Tradition Wealth Management
Minnesota
$1.47M +$692K +18,012 +89%
IA
68
IFP Advisors
Florida
$1.47M +$778K +20,237 +112%
BRWA
69
B. Riley Wealth Advisors
Florida
$1.46M +$773K +20,110 +113%
CIA
70
Concurrent Investment Advisors
Florida
$1.45M +$1.45M +37,651 New
FCFC
71
First Commonwealth Financial Corp
Pennsylvania
$1.42M +$1.42M +37,006 New
WA
72
Wealth Alliance
New York
$1.42M +$288K +7,486 +25%
RIS
73
Retirement Income Solutions
Michigan
$1.39M -$50.8K -1,322 -4%
ASN
74
Advisory Services Network
Georgia
$1.38M +$184K +4,783 +15%
NFG
75
Nations Financial Group
Iowa
$1.33M +$254K +6,614 +24%
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