Innovator US Equity Power Buffer ETF December
PDEC
149 hedge funds and large institutions have $516M invested in Innovator US Equity Power Buffer ETF December in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 71 reducing their positions, and 13 closing their positions.
1.91% more ownership
Funds ownership: 70.93% → 72.84% (+1.9%)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
4% more capital invested
Capital invested by funds: $495M → $516M (+$20.9M)
0% more funds holding
Funds holding: 149 → 149 (0)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
75% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
MBL Wealth
Charlotte,
North Carolina
|
+$12.5M |
| 2 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
+$5.26M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.2M |
| 4 |
AC
AlphaCore Capital
La Jolla,
California
|
+$2.1M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$15.3M |
| 2 |
WMA
West Michigan Advisors
Holland,
Michigan
|
-$7.3M |
| 3 |
RFG
Range Financial Group
Tigard,
Oregon
|
-$5.24M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$3.33M |
| 5 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
-$3.18M |
PDEC Hedge Fund Activity: Q2 2023 in Review
149 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q2 2023, worth a combined $516M — up 4.2% from $495M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PDEC positions and 13 closed out — a net gain of 1 holder — while 18 added to existing stakes and 71 trimmed.
The largest buyer was MBL Wealth, opening a new position worth an estimated $12.5M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $15.3M.
- 149 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $516M of Innovator US Equity Power Buffer ETF December stock for Q2 2023, up 4.2% quarter-over-quarter.
- 14 funds opened new Innovator US Equity Power Buffer ETF December positions in Q2 2023 and 13 closed out, a net change of +1 holder.
- The largest Innovator US Equity Power Buffer ETF December buyer in Q2 2023 was MBL Wealth, an estimated $12.5M added.
- The largest Innovator US Equity Power Buffer ETF December seller in Q2 2023 was Global Strategic Investment Solutions, an estimated $15.3M sold.
Based on aggregated 13F filings for Q2 2023.