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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

86 hedge funds and large institutions have $158M invested in Innovator US Equity Power Buffer ETF December in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
21
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSIS
1
Global Strategic Investment Solutions
Arizona
$11.7M
2
LNC
2
Lincoln National Corp
Pennsylvania
$7.85M
3
IA
3
IFP Advisors
Florida
$2.28M
4
AA
4
Advisory Alpha
Michigan
$1.7M
5
PCM
5
Penserra Capital Management
California
$8.16M

Top Sellers

1
CG
1
Caprock Group
Idaho
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
SIA
3
Soltis Investment Advisors
Utah
$464K
4
MCM
4
MAI Capital Management
Ohio
$3.19M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$147K -$7.81K -250 -5%
SWM
77
Spire Wealth Management
Virginia
$97K – – –
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
$69K – – –
SWA
79
Sutton Wealth Advisors
Florida
$34.9K – – –
JWBC
80
John W. Brooker & Co
California
$22K +$22K +700 New
First Manhattan
81
First Manhattan
New York
$20K -$11K -366 -35%
OCM
82
Orion Capital Management
California
$20K -$8.73K -275 -30%
WCAMG
83
Woodard & Company Asset Management Group
North Carolina
$16K +$16K +500 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
GWM
85
Geneos Wealth Management
Colorado
$15K +$15K +500 New
CP
86
Castleview Partners
Texas
$3K -$283K -11,698 -99%
CG
87
Caprock Group
Idaho
– -$3.17M -99,612 Closed
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
– -$1.27M -39,900 Closed
SPWM
89
Straight Path Wealth Management
Michigan
– -$716K -22,538 Closed
FFG
90
Frisch Financial Group
New York
– -$308K -9,707 Closed
SB
91
Strategic Blueprint
Georgia
– -$307K -9,657 Closed
CCM
92
Coldstream Capital Management
Washington
– -$200K -6,290 Closed
UBS Group
93
UBS Group
Switzerland
– -$71K -2,243 Closed
EWM
94
Elmwood Wealth Management
California
– -$64K -2,000 Closed
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