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Innovator US Equity Power Buffer ETF December
PDEC

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: 4 → 8 (+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: 139 → 149 (+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
–

Top Buyers

1
SWPG
Strategic Wealth Partners Group
Illinois
+$35.3M
2
CAG
Compass Advisory Group
New York
+$15.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.96M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$5.03M
5
RFG
Range Financial Group
Oregon
+$4.6M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$26M
2
SCA
Stuart Chaussee & Associates
California
-$6.24M
3
IA
IFP Advisors
Florida
-$2.35M
4
MCM
MAI Capital Management
Ohio
-$857K
5
BWM
BCS Wealth Management
Tennessee
-$777K
Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
101
DHJJ Financial Advisors
Illinois
$371K – – –
SWM
102
Sugarloaf Wealth Management
Georgia
$368K – – –
BFEC
103
Benjamin F. Edwards & Company
Missouri
$335K -$29.8K -969 -8%
WS
104
Wedbush Securities
California
$334K +$327K +10,635 New
SS
105
Sunbelt Securities
Texas
$333K -$61.4K -1,995 -16%
IWC
106
Integrated Wealth Concepts
Massachusetts
$330K – – –
BBPWM
107
Blue Bell Private Wealth Management
Pennsylvania
$321K -$28.3K -919 -8%
CFD
108
Creative Financial Designs
Indiana
$318K +$49.2K +1,600 +19%
FFN
109
Focus Financial Network
Minnesota
$312K – – –
FFG
110
Frisch Financial Group
New York
$304K +$298K +9,668 New
USCWA
111
U.S. Capital Wealth Advisors
Texas
$303K +$295K +9,597 +18,456%
VA
112
Valmark Advisers
Ohio
$299K – – –
DI
113
Diligent Investors
California
$294K +$288K +9,347 New
LPL Financial
114
LPL Financial
California
$292K -$24.6K -800 -8%
FCFC
115
First Commonwealth Financial Corp
Pennsylvania
$282K +$1.42K +46 +0.5%
XF
116
XML Financial
Maryland
$280K – – –
HI
117
Harbour Investments
Wisconsin
$274K +$1.54K +50 +0.6%
TWP
118
TFO Wealth Partners
Ohio
$274K +$193K +6,264 +256%
PCS
119
Personal CFO Solutions
New Jersey
$265K -$67.5K -2,193 -21%
AWM
120
Axxcess Wealth Management
California
$263K – – –
BRWA
121
B. Riley Wealth Advisors
Florida
$262K +$257K +8,339 New
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$253K +$4.92K +160 +2%
CNWM
123
Clay Northam Wealth Management
California
$250K – – –
AWS
124
Atria Wealth Solutions
New York
$225K +$5.91K +192 +3%
GSWM
125
Greenup Street Wealth Management
Michigan
$220K +$215K +6,993 New
3 4
5
6 7

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.