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Innovator US Equity Power Buffer ETF December

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: 48 (+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: 139149 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TF
126
Trek Financial
Arizona
$214K
BFC
127
Bedel Financial Consulting
Indiana
$213K -$38.1K -1,239 -15%
CIA
128
Cape Investment Advisory
Georgia
$211K +$206K +6,700 New
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$161K +$57.8K +1,879 +58%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$157K -$109K -3,527 -41%
AIC
131
Archer Investment Corporation
Indiana
$129K +$126K +4,100 New
SWM
132
Spire Wealth Management
Virginia
$120K +$117K +3,800 New
AF
133
Advisornet Financial
Minnesota
$113K
PP
134
PFS Partners
New Jersey
$80.3K
GI
135
Gradient Investments
Minnesota
$79.5K -$26M -845,597 -100%
JP Morgan Chase
136
JP Morgan Chase
New York
$65K
EWA
137
EverSource Wealth Advisors
Alabama
$62.4K +$61.1K +1,985 New
CSPIA
138
Cary Street Partners Investment Advisory
Virginia
$31.4K
DI
139
Disciplined Investments
Oklahoma
$31.4K
UBS Group
140
UBS Group
Switzerland
$30.5K -$15.3K -497 -34%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$28K +$27.4K +891 New
AAS
142
Ameritas Advisory Services
Nebraska
$26.7K +$26.1K +848 New
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$26.2K +$25.6K +832 New
First Manhattan
144
First Manhattan
New York
$21K
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$18.5K +$531K +17,244 +3%
LFG
146
Larson Financial Group
Missouri
$16.9K +$16.5K +536 New
GWM
147
Geneos Wealth Management
Colorado
$15.7K
CP
148
Castleview Partners
Texas
$3.9K
CIAS
149
Capital Investment Advisory Services
North Carolina
$1.1K +$1.08K +35 New
SCA
150
Stuart Chaussee & Associates
California
-$6.24M -208,624 Closed

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.