PDEC icon

Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

147 hedge funds and large institutions have $492M invested in Innovator US Equity Power Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
+10
Holders Change %
+7.3%
% of All Funds
2.35%
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
55
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWPG
1
Strategic Wealth Partners Group
Illinois
$36M
2
CAG
2
Compass Advisory Group
New York
$17.3M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.6M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$9.6M
5
RFG
5
Range Financial Group
Oregon
$5.24M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$79.5K
2
SCA
2
Stuart Chaussee & Associates
California
$0
3
IA
3
IFP Advisors
Florida
$771K
4
MCM
4
MAI Capital Management
Ohio
$3.07M
5
BWM
5
BCS Wealth Management
Tennessee
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
101
Benjamin F. Edwards & Company
Missouri
$335K 10,651 -969 -8%
WS
102
Wedbush Securities
California
$334K 10,635 +10,635 New
SS
103
Sunbelt Securities
Texas
$333K 10,705 -1,995 -16%
IWC
104
Integrated Wealth Concepts
Massachusetts
$330K 10,485 – –
BBPWM
105
Blue Bell Private Wealth Management
Pennsylvania
$321K 10,217 -919 -8%
CFD
106
Creative Financial Designs
Indiana
$318K 10,100 +1,600 +19%
FFN
107
Focus Financial Network
Minnesota
$312K 9,919 – –
FFG
108
Frisch Financial Group
New York
$304K 9,668 +9,668 New
USCWA
109
U.S. Capital Wealth Advisors
Texas
$303K 9,649 +9,597 +18,456%
VA
110
Valmark Advisers
Ohio
$299K 9,519 – –
DI
111
Diligent Investors
California
$294K 9,347 +9,347 New
LPL Financial
112
LPL Financial
California
$292K 9,285 -800 -8%
FCFC
113
First Commonwealth Financial Corp
Pennsylvania
$282K 8,973 +46 +0.5%
XF
114
XML Financial
Maryland
$280K 8,907 – –
HI
115
Harbour Investments
Wisconsin
$274K 8,723 +50 +0.6%
TWP
116
TFO Wealth Partners
Ohio
$274K 8,710 +6,264 +256%
PCS
117
Personal CFO Solutions
New Jersey
$265K 8,412 -2,193 -21%
AWM
118
Axxcess Wealth Management
California
$263K 8,359 – –
BRWA
119
B. Riley Wealth Advisors
Florida
$262K 8,339 +8,339 New
Koshinski Asset Management
120
Koshinski Asset Management
Illinois
$253K 8,053 +160 +2%
CNWM
121
Clay Northam Wealth Management
California
$250K 7,939 – –
AWS
122
Atria Wealth Solutions
New York
$225K 7,145 +192 +3%
GSWM
123
Greenup Street Wealth Management
Michigan
$220K 6,993 +6,993 New
TF
124
Trek Financial
Arizona
$214K 6,809 – –
BFC
125
Bedel Financial Consulting
Indiana
$213K 6,764 -1,239 -15%
3 4
5
6 7