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Innovator US Equity Power Buffer ETF December
PDEC

139 hedge funds and large institutions have $437M invested in Innovator US Equity Power Buffer ETF December in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 55 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

688% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 8

400% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 11

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

204% more capital invested

Capital invested by funds: $144M → $437M (+$293M)

64% more funds holding

Funds holding: 85 → 139 (+54)

2.35% more ownership

Funds ownership: 69.92% → 72.27% (+2.3%)

Holders
139
Holders Change
+54
Holders Change %
+63.53%
% of All Funds
2.23%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
63
Increased
55
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$75.5M
2
BCM
Brookstone Capital Management
Illinois
+$29.5M
3
GI
Gradient Investments
Minnesota
+$25.3M
4
GSIS
Global Strategic Investment Solutions
Arizona
+$19.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$14.1M

Top Sellers

1
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$3.47M
2
OMC
Old Mission Capital
Illinois
-$3.24M
3
Creative Planning
Creative Planning
Kansas
-$2.11M
4
AIA
Alera Investment Advisors
Illinois
-$689K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
AMC
76
Asset Management Corp
Illinois
$629K +$628K +21,027 New
RJA
77
Raymond James & Associates
Florida
$625K +$625K +20,899 New
OIA
78
OneDigital Investment Advisors
Kansas
$613K +$281K +9,410 +85%
WP
79
WealthSource Partners
California
$606K +$606K +20,290 New
Cerity Partners
80
Cerity Partners
New York
$583K +$583K +19,500 New
FANJ
81
Financial Architects (New Jersey)
New Jersey
$562K +$562K +18,799 New
CAG
82
Csenge Advisory Group
Florida
$551K +$551K +18,442 New
VWA
83
Visionary Wealth Advisors
Illinois
$519K +$519K +17,363 New
GI
84
Glovista Investments
New Jersey
$516K +$517K +17,316 New
RFG
85
Range Financial Group
Oregon
$506K +$506K +16,925 New
CPIG
86
Chicago Partners Investment Group
Illinois
$504K +$477K +15,973 New
CCM
87
Coldstream Capital Management
Washington
$491K +$491K +16,439 New
SOS
88
Silver Oak Securities
Tennessee
$477K +$476K +15,944 New
SB
89
Strategic Blueprint
Georgia
$439K +$133K +4,434 +43%
VBFP
90
Valtinson Bruner Financial Planning
Minnesota
$435K -$3.47M -116,026 -89%
CFP
91
Cypress Financial Planning
New Jersey
$430K +$109K +3,640 +34%
EWA
92
Evolution Wealth Advisors
Florida
$428K – – –
SAF
93
Smith Anglin Financial
Texas
$400K – – –
SS
94
Sunbelt Securities
Texas
$380K +$380K +12,700 New
MCC
95
Money Concepts Capital
Florida
$377K +$377K +12,627 New
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$373K +$97.1K +3,250 +35%
AAP
97
Arax Advisory Partners
Colorado
$364K -$9.14K -306 -2%
DFA
98
DHJJ Financial Advisors
Illinois
$353K +$74.3K +2,488 +27%
SWM
99
Sugarloaf Wealth Management
Georgia
$350K +$159K +5,325 +83%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$347K +$16.6K +554 +5%
2 3
4
5 6

PDEC Hedge Fund Activity: Q4 2022 in Review

139 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q4 2022, worth a combined $437M — up 204% from $144M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PDEC positions and 8 closed out — a net gain of 55 holders — while 55 added to existing stakes and 11 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $75.5M. The largest seller was Valtinson Bruner Financial Planning, cutting an estimated $3.47M.

  • 139 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q4 2022, up from 85 in Q3 2022.
  • Funds reported $437M of Innovator US Equity Power Buffer ETF December stock for Q4 2022, up 204% quarter-over-quarter.
  • 63 funds opened new Innovator US Equity Power Buffer ETF December positions in Q4 2022 and 8 closed out, a net change of +55 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q4 2022 was AllianceBernstein, an estimated $75.5M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q4 2022 was Valtinson Bruner Financial Planning, an estimated $3.47M sold.

Based on aggregated 13F filings for Q4 2022.