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Innovator US Equity Power Buffer ETF December
PDEC

173 hedge funds and large institutions have $635M invested in Innovator US Equity Power Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 74 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

0% more funds holding

Funds holding: 173 → 173 (0)

4.12% less ownership

Funds ownership: 84.22% → 80.1% (-4.1%)

11% less capital invested

Capital invested by funds: $713M → $635M (-$77.3M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

69% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 74

Holders
173
Holders Change
–
Holders Change %
0%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
23
Reduced
74
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$37M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.57M
3
HWM
HB Wealth Management
Georgia
+$4.32M
4
LPL Financial
LPL Financial
California
+$4.08M
5
FIA
Foundations Investment Advisors
Arizona
+$1.35M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$28M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$11.8M
3
LNC
Lincoln National Corp
Pennsylvania
-$9.65M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$8.48M
5
WIM
WealthPlan Investment Management
Nebraska
-$5.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
76
M Holdings Securities
Oregon
$859K -$37.5K -1,018 -4%
AWAG
77
ARS Wealth Advisors Group
Florida
$850K -$22.2K -603 -3%
CAL
78
Capital Analysts LLC
Pennsylvania
$830K -$141K -3,826 -15%
TWM
79
Tradition Wealth Management
Minnesota
$827K -$148K -4,030 -15%
TSW
80
Three Seasons Wealth
Utah
$821K – – –
JCM
81
Jacobi Capital Management
Pennsylvania
$797K +$782K +21,248 New
CW
82
CreativeOne Wealth
Kansas
$797K -$4.64K -126 -0.6%
VWA
83
Visionary Wealth Advisors
Illinois
$796K -$37.4K -1,015 -5%
CA
84
Continuum Advisory
Idaho
$790K – – –
AAS
85
Avantax Advisory Services
Texas
$784K – – –
OCM
86
Orion Capital Management
California
$769K – – –
SB
87
Strategic Blueprint
Georgia
$761K -$25.5K -693 -3%
AF
88
Advisornet Financial
Minnesota
$750K – – –
FA
89
FSA Advisors
Michigan
$731K +$1.22K +33 +0.2%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$730K – – –
IA
91
IFP Advisors
Florida
$727K +$10.7K +290 +2%
HCA
92
Horan Capital Advisors
Ohio
$723K -$50.3K -1,365 -7%
FCM
93
Firestone Capital Management
Florida
$694K +$93.2K +2,532 +16%
BRWA
94
B. Riley Wealth Advisors
Florida
$687K +$369K +10,015 +121%
SWM
95
Sugarloaf Wealth Management
Georgia
$686K – – –
CAG
96
Csenge Advisory Group
Florida
$682K – – –
WS
97
Wedbush Securities
California
$680K -$151K -4,113 -18%
DAS
98
Diversify Advisory Services
Utah
$658K +$642K +17,450 New
CWG
99
Cornerstone Wealth Group
North Carolina
$583K -$16.6K -450 -3%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$542K +$532K +14,450 New
2 3
4
5 6

PDEC Hedge Fund Activity: Q2 2024 in Review

173 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q2 2024, worth a combined $635M — down 11% from $713M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PDEC positions and 12 closed out — a net gain of 5 holders — while 23 added to existing stakes and 74 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $37M. The largest seller was Brookstone Capital Management, cutting an estimated $28M.

  • 173 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $635M of Innovator US Equity Power Buffer ETF December stock for Q2 2024, down 11% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Power Buffer ETF December positions in Q2 2024 and 12 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $37M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q2 2024 was Brookstone Capital Management, an estimated $28M sold.

Based on aggregated 13F filings for Q2 2024.