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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
PP
126
PFS Partners
New Jersey
$76.3K +$76.3K +2,552 New
FA
127
Fiduciary Alliance
South Carolina
$70.7K +$70.7K +2,365 New
TWP
128
TFO Wealth Partners
Ohio
$65.3K -$187K -6,264 -72%
JP Morgan Chase
129
JP Morgan Chase
New York
$62K +$61.7K +2,066 New
UBS Group
130
UBS Group
Switzerland
$43.9K +$43.9K +1,468 New
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$29.9K +$29.9K +1,000 New
DI
132
Disciplined Investments
Oklahoma
$29.9K +$29.9K +1,000 New
William Blair & Company
133
William Blair & Company
Illinois
$25.6K +$25.6K +855 New
First Manhattan
134
First Manhattan
New York
$19.9K – – –
GWM
135
Geneos Wealth Management
Colorado
$14.9K – – –
WCAMG
136
Woodard & Company Asset Management Group
North Carolina
$14.9K – – –
CP
137
Castleview Partners
Texas
$3.71K – – –
Wells Fargo
138
Wells Fargo
California
$2.54K +$2.54K +85 New
USCWA
139
U.S. Capital Wealth Advisors
Texas
$1.55K +$1.55K +52 New
OMC
140
Old Mission Capital
Illinois
– -$3.24M -113,640 Closed
Creative Planning
141
Creative Planning
Kansas
– -$2.11M -74,044 Closed
AIA
142
Alera Investment Advisors
Illinois
– -$689K -24,200 Closed
AIC
143
Archer Investment Corporation
Indiana
– -$570K -20,000 Closed
MWM
144
Maltin Wealth Management
New Jersey
– -$420K -14,738 Closed
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
– -$395K -13,864 Closed
Wolverine Trading
146
Wolverine Trading
Illinois
– -$296K -10,322 Closed
Morgan Stanley
147
Morgan Stanley
New York
– -$19K -678 Closed
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.