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Innovator US Equity Power Buffer ETF December

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: 173173 (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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
Evolution Wealth Advisors
Florida
$537K
W
102
WPWealth
Texas
$529K -$184K -5,002 -26%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$526K +$516K +14,018 New
AAP
104
Arax Advisory Partners
Colorado
$517K
WC
105
Waterloo Capital
Texas
$506K
SWM
106
Spire Wealth Management
Virginia
$501K +$37 +1 +0%
DFA
107
DHJJ Financial Advisors
Illinois
$500K -$3.68K -100 -0.7%
Cerity Partners
108
Cerity Partners
New York
$497K
CFP
109
Cypress Financial Planning
New Jersey
$473K -$2.17K -59 -0.5%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$471K -$754K -20,475 -62%
CWG
111
Crown Wealth Group
North Carolina
$453K -$38.8K -1,053 -8%
MWM
112
Modera Wealth Management
New Jersey
$433K
FFN
113
Focus Financial Network
Minnesota
$416K -$14.6K -396 -3%
OWA
114
Outlook Wealth Advisors
Texas
$403K -$5.49K -149 -0.3%
HI
115
Harbour Investments
Wisconsin
$384K
IWC
116
Integrated Wealth Concepts
Massachusetts
$381K
CWS
117
Cypress Wealth Services
California
$370K -$60K -1,629 -14%
SIA
118
Soltis Investment Advisors
Utah
$364K -$98.7K -2,681 -22%
PWA
119
Phoenix Wealth Advisors
North Carolina
$359K
VBFP
120
Valtinson Bruner Financial Planning
Minnesota
$351K -$4.6K -125 -1%
XF
121
XML Financial
Maryland
$349K
CAC
122
Certified Advisory Corp
Florida
$342K -$4.97K -135 -1%
TWP
123
TFO Wealth Partners
Ohio
$327K
AFP
124
Ausdal Financial Partners
Iowa
$312K
BAM
125
Belpointe Asset Management
Nevada
$312K +$5.04K +137 +2%

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.