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Innovator US Equity Power Buffer ETF December
PDEC

214 hedge funds and large institutions have $851M invested in Innovator US Equity Power Buffer ETF December in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

6% more capital invested

Capital invested by funds: $806M → $851M (+$45.2M)

3% more funds holding

Funds holding: 208 → 214 (+6)

0.96% less ownership

Funds ownership: 80.16% → 79.2% (-0.96%)

24% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 74

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
214
Holders Change
+6
Holders Change %
+2.88%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
21
Increased
56
Reduced
74
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$23.2M
2
PCM
Penserra Capital Management
California
+$8.34M
3
HI
Harbour Investments
Wisconsin
+$7.99M
4
SAG
SageView Advisory Group
California
+$2.33M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
SI
Stephens Inc
Arkansas
-$23.1M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$8.07M
3
CAM
Cresset Asset Management
Illinois
-$5.44M
4
TC
TownSquare Capital
Utah
-$3.79M
5
HWM
HB Wealth Management
Georgia
-$3.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
51
Pinnacle Wealth Management Group
Michigan
$2.71M +$41.9K +1,100 +2%
AWS
52
Atria Wealth Solutions
New York
$2.64M -$291K -7,640 -10%
AC
53
AlphaCore Capital
California
$2.63M – – –
DI
54
Diligent Investors
California
$2.52M -$37.5K -984 -2%
JCM
55
Jacobi Capital Management
Pennsylvania
$2.52M -$45.8K -1,200 -2%
MCM
56
MAI Capital Management
Ohio
$2.39M -$1.34M -35,179 -37%
NA
57
NewEdge Advisors
Louisiana
$2.36M -$143K -3,758 -6%
MAM
58
Milestone Asset Management
Pennsylvania
$2.35M -$93.3K -2,447 -4%
BWM
59
BCS Wealth Management
Tennessee
$2.21M +$144K +3,764 +7%
WCG
60
Weaver Consulting Group
California
$2.18M +$67K +1,758 +3%
FFA
61
Farther Finance Advisors
California
$2.18M -$190K -4,984 -8%
S
62
SignatureFD
Georgia
$2.16M – – –
CB
63
Chris Bulman
California
$2.01M -$58.4K -1,531 -3%
MFG
64
MTM Financial Group
Pennsylvania
$1.99M -$3.47K -91 -0.2%
CAM
65
Cresset Asset Management
Illinois
$1.97M -$5.44M -142,656 -74%
TPW
66
Talon Private Wealth
Florida
$1.94M -$148K -3,871 -7%
AWM
67
Atticus Wealth Management
Florida
$1.91M – – –
TWM
68
Tradition Wealth Management
Minnesota
$1.87M -$8.81K -231 -0.5%
AWM
69
AE Wealth Management
Kansas
$1.78M -$30.9K -810 -2%
CWG
70
Crown Wealth Group
North Carolina
$1.77M +$1.45M +37,994 +615%
CIA
71
Concurrent Investment Advisors
Florida
$1.73M +$9.53K +250 +0.6%
IA
72
IFP Advisors
Florida
$1.72M +$20.6K +539 +1%
NFG
73
Nations Financial Group
Iowa
$1.61M +$120K +3,139 +8%
FFG
74
Frisch Financial Group
New York
$1.55M -$20.9K -549 -1%
RIS
75
Retirement Income Solutions
Michigan
$1.55M – – –
1 2
3
4 5

PDEC Hedge Fund Activity: Q2 2025 in Review

214 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q2 2025, worth a combined $851M — up 5.6% from $806M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PDEC positions and 13 closed out — a net gain of 8 holders — while 56 added to existing stakes and 74 trimmed.

The largest buyer was Cerity Partners, adding an estimated $23.2M. The largest seller was Stephens Inc, exiting entirely with an estimated $23.1M sold.

  • 214 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q2 2025, up from 208 in Q1 2025.
  • Funds reported $851M of Innovator US Equity Power Buffer ETF December stock for Q2 2025, up 5.6% quarter-over-quarter.
  • 21 funds opened new Innovator US Equity Power Buffer ETF December positions in Q2 2025 and 13 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q2 2025 was Cerity Partners, an estimated $23.2M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q2 2025 was Stephens Inc, an estimated $23.1M sold.

Based on aggregated 13F filings for Q2 2025.