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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
BBPWM
101
Blue Bell Private Wealth Management
Pennsylvania
$333K +$267K +8,928 +404%
PCS
102
Personal CFO Solutions
New Jersey
$317K +$317K +10,605 New
IWC
103
Integrated Wealth Concepts
Massachusetts
$313K – – –
LPL Financial
104
LPL Financial
California
$301K +$47.8K +1,600 +19%
FFN
105
Focus Financial Network
Minnesota
$296K +$296K +9,919 New
VA
106
Valmark Advisers
Ohio
$285K -$49.6K -1,660 -15%
FCFC
107
First Commonwealth Financial Corp
Pennsylvania
$267K +$267K +8,927 New
XF
108
XML Financial
Maryland
$266K – – –
HI
109
Harbour Investments
Wisconsin
$259K -$81.2K -2,716 -24%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$255K +$249K +8,347 +4,910%
CFD
111
Creative Financial Designs
Indiana
$254K +$254K +8,500 New
AWM
112
Axxcess Wealth Management
California
$250K +$250K +8,359 New
KWM
113
Kingsview Wealth Management
Oregon
$241K -$10.5K -353 -4%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$240K -$14K -470 -6%
BFC
115
Bedel Financial Consulting
Indiana
$239K +$239K +8,003 New
CNWM
116
Clay Northam Wealth Management
California
$237K – – –
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$236K +$236K +7,893 New
NF
118
Nikulski Financial
Iowa
$230K +$230K +7,680 New
TFS
119
TrustCore Financial Services
Tennessee
$226K +$10.8K +362 +5%
BAM
120
Belpointe Asset Management
Nevada
$223K +$223K +7,474 New
AWS
121
Atria Wealth Solutions
New York
$208K +$208K +6,953 New
TF
122
Trek Financial
Arizona
$204K +$203K +6,809 New
SWA
123
Sutton Wealth Advisors
Florida
$116K +$82.4K +2,756 +247%
AF
124
Advisornet Financial
Minnesota
$107K +$107K +3,582 New
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$97K -$578K -19,339 -86%
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.