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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

88 hedge funds and large institutions have $144M invested in Innovator US Equity Power Buffer ETF December in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
15
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$2.24M
2
PCM
2
Penserra Capital Management
California
$9.64M
3
OMC
3
Old Mission Capital
Illinois
$2.12M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$1.47M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.04M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$4.57M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$752K
3
AA
3
Advisory Alpha
Michigan
$556K
4
MWM
4
Maltin Wealth Management
New Jersey
$825K
5
SCFS
5
S.C. Financial Services
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Spire Wealth Management
Virginia
$89K – – –
BBPWM
77
Blue Bell Private Wealth Management
Pennsylvania
$64K – – –
BMD
78
Better Money Decisions
New Mexico
$44K +$44K +1,527 New
CP
79
Castleview Partners
Texas
$41K +$37.2K +1,235 +996%
SWA
80
Sutton Wealth Advisors
Florida
$32.1K – – –
JWBC
81
John W. Brooker & Co
California
$20K – – –
First Manhattan
82
First Manhattan
New York
$19K – – –
OCM
83
Orion Capital Management
California
$18K – – –
GWM
84
Geneos Wealth Management
Colorado
$14K – – –
WCAMG
85
Woodard & Company Asset Management Group
North Carolina
$14K – – –
UBS Group
86
UBS Group
Switzerland
$13K +$13K +443 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$5K -$9.56K -325 -66%
SCFS
88
S.C. Financial Services
Arizona
– -$874K -28,000 Closed
5L
89
55I LLC
Massachusetts
– -$659K -21,113 Closed
RPGK
90
Retirement Planning Group (Kansas)
Kansas
– -$461K -14,775 Closed
TW
91
Transform Wealth
Colorado
– -$250K -8,001 Closed
BFC
92
Bedel Financial Consulting
Indiana
– -$211K -6,772 Closed
FFN
93
Focus Financial Network
Minnesota
– -$202K -6,474 Closed
MCC
94
Money Concepts Capital
Florida
– -$191K -6,125 Closed
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
– -$147K -4,708 Closed
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