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Innovator US Equity Power Buffer ETF December

149 hedge funds and large institutions have $495M invested in Innovator US Equity Power Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

68% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 34

13% more capital invested

Capital invested by funds: $437M → $495M (+$58M)

7% more funds holding

Funds holding: 139149 (+10)

1.34% less ownership

Funds ownership: 72.27%70.93% (-1.3%)

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.37%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
23
Increased
57
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
76
M Holdings Securities
Oregon
$687K
SEP
77
Southland Equity Partners
Missouri
$683K
Cerity Partners
78
Cerity Partners
New York
$660K +$45.7K +1,486 +8%
WP
79
WealthSource Partners
California
$634K -$4.31K -140 -0.7%
CPIG
80
Chicago Partners Investment Group
Illinois
$605K +$98.8K +3,211 +20%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$592K +$332K +10,782 +134%
FANJ
82
Financial Architects (New Jersey)
New Jersey
$591K
CAG
83
Csenge Advisory Group
Florida
$580K
VWA
84
Visionary Wealth Advisors
Illinois
$546K
CCM
85
Coldstream Capital Management
Washington
$515K -$2.43K -79 -0.5%
W
86
WPWealth
Texas
$510K -$250K -8,116 -33%
Goldman Sachs
87
Goldman Sachs
New York
$471K +$461K +14,972 New
SWA
88
Sutton Wealth Advisors
Florida
$463K +$334K +10,851 +280%
VBFP
89
Valtinson Bruner Financial Planning
Minnesota
$452K +$1.35K +44 +0.3%
SOS
90
Silver Oak Securities
Tennessee
$451K -$48.9K -1,589 -10%
EWA
91
Evolution Wealth Advisors
Florida
$450K
BAM
92
Belpointe Asset Management
Nevada
$430K +$191K +6,191 +83%
BWM
93
BCGM Wealth Management
Indiana
$429K -$443K -14,396 -51%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$424K +$30.8K +1,000 +8%
AAP
95
Arax Advisory Partners
Colorado
$404K +$20.2K +657 +5%
WC
96
Waterloo Capital
Texas
$404K +$395K +12,839 New
CFP
97
Cypress Financial Planning
New Jersey
$402K -$52.2K -1,696 -12%
CWS
98
Cypress Wealth Services
California
$386K +$378K +12,288 New
KWM
99
Kingsview Wealth Management
Oregon
$372K +$116K +3,764 +47%
SB
100
Strategic Blueprint
Georgia
$372K -$88K -2,860 -19%

PDEC Hedge Fund Activity: Q1 2023 in Review

149 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q1 2023, worth a combined $495M — up 13% from $437M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PDEC positions and 10 closed out — a net gain of 13 holders — while 57 added to existing stakes and 34 trimmed.

The largest buyer was Strategic Wealth Partners Group, opening a new position worth an estimated $35.3M. The largest seller was Gradient Investments, cutting an estimated $26M.

  • 149 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q1 2023, up from 139 in Q4 2022.
  • Funds reported $495M of Innovator US Equity Power Buffer ETF December stock for Q1 2023, up 13% quarter-over-quarter.
  • 23 funds opened new Innovator US Equity Power Buffer ETF December positions in Q1 2023 and 10 closed out, a net change of +13 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q1 2023 was Strategic Wealth Partners Group, an estimated $35.3M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q1 2023 was Gradient Investments, an estimated $26M sold.

Based on aggregated 13F filings for Q1 2023.