We are live on ! Find out more
PDEC icon

Innovator US Equity Power Buffer ETF December
PDEC

83 hedge funds and large institutions have $145M invested in Innovator US Equity Power Buffer ETF December in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 6

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

127% more capital invested

Capital invested by funds: $63.6M → $145M (+$81M)

48% more funds holding

Funds holding: 56 → 83 (+27)

9.18% more ownership

Funds ownership: 57.14% → 66.33% (+9.2%)

Holders
83
Holders Change
+27
Holders Change %
+48.21%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
27
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$28.6M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.5M
3
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$4.16M
4
MCM
MAI Capital Management
Ohio
+$4M
5
LWA
Lineweaver Wealth Advisors
Ohio
+$3.84M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$5.07M
2
TWM
Tradition Wealth Management
Minnesota
-$1.99M
3
OWA
Outlook Wealth Advisors
Texas
-$1.57M
4
SIA
Soltis Investment Advisors
Utah
-$1.42M
5
OMC
Old Mission Capital
Illinois
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
76
Elmwood Wealth Management
California
$64K +$62.2K +2,000 New
NFG
77
Next Financial Group
Texas
$36K +$17K +546 +94%
SWA
78
Sutton Wealth Advisors
Florida
$35.5K – – –
First Manhattan
79
First Manhattan
New York
$32K +$32.1K +1,033 New
OCM
80
Orion Capital Management
California
$29K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$16K +$15.4K +495 New
CFA
82
Carroll Financial Associates
North Carolina
$2K – – –
CP
83
Castleview Partners
Texas
$372 +$368K +11,822 New
OWA
84
Outlook Wealth Advisors
Texas
– -$1.57M -51,189 Closed
T
85
TRUADVICE
Florida
– -$266K -8,588 Closed
FFN
86
Focus Financial Network
Minnesota
– -$246K -7,995 Closed
TFS
87
TrustCore Financial Services
Tennessee
– -$222K -7,210 Closed
BMD
88
Better Money Decisions
New Mexico
– -$32K -1,055 Closed
WCAMG
89
Woodard & Company Asset Management Group
North Carolina
– -$15K -500 Closed
1 2 3
4

PDEC Hedge Fund Activity: Q4 2021 in Review

83 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q4 2021, worth a combined $145M — up 127% from $63.6M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PDEC positions and 6 closed out — a net gain of 28 holders — while 27 added to existing stakes and 11 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $28.6M. The largest seller was Cetera Investment Advisers, cutting an estimated $5.07M.

  • 83 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q4 2021, up from 56 in Q3 2021.
  • Funds reported $145M of Innovator US Equity Power Buffer ETF December stock for Q4 2021, up 127% quarter-over-quarter.
  • 34 funds opened new Innovator US Equity Power Buffer ETF December positions in Q4 2021 and 6 closed out, a net change of +28 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q4 2021 was AllianceBernstein, an estimated $28.6M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q4 2021 was Cetera Investment Advisers, an estimated $5.07M sold.

Based on aggregated 13F filings for Q4 2021.