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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

147 hedge funds and large institutions have $513M 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, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
–
Holders Change %
0%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
14
Increased
18
Reduced
69
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MW
MBL Wealth
North Carolina
$13M
2
CWG
Crown Wealth Group
North Carolina
$9.95M
3
PCM
Penserra Capital Management
California
$20.4M
4
AC
AlphaCore Capital
California
$2.19M
5
TC
TownSquare Capital
Utah
$2.01M

Top Sellers

1
GSIS
Global Strategic Investment Solutions
Arizona
$17.7M
2
WMA
West Michigan Advisors
Michigan
$0
3
RFG
Range Financial Group
Oregon
$0
4
BCM
Brookstone Capital Management
Illinois
$28.4M
5
ICG
InterOcean Capital Group
Tennessee
$384K
Name Holding Trade Value Shares
Change 		Shares
Change %
CNWM
126
Clay Northam Wealth Management
California
$206K -$57.9K -1,739 -22%
Koshinski Asset Management
127
Koshinski Asset Management
Illinois
$204K -$64.4K -1,935 -24%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$166K – – –
BBPWM
129
Blue Bell Private Wealth Management
Pennsylvania
$162K -$178K -5,357 -52%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$137K -$33.4K -1,003 -20%
AIC
131
Archer Investment Corporation
Indiana
$136K – – –
SWM
132
Spire Wealth Management
Virginia
$126K – – –
AF
133
Advisornet Financial
Minnesota
$119K – – –
UBS Group
134
UBS Group
Switzerland
$105K +$73K +2,194 +226%
PP
135
PFS Partners
New Jersey
$84.1K -$832 -25 -1%
FA
136
Fiduciary Alliance
South Carolina
$78.7K +$78.7K +2,365 New
BFEC
137
Benjamin F. Edwards & Company
Missouri
$78K -$274K -8,294 -78%
EWA
138
EverSource Wealth Advisors
Alabama
$66.1K – – –
GWM
139
Grand Wealth Management
Michigan
$43.1K +$43.1K +1,296 New
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$33.3K – – –
DI
141
Disciplined Investments
Oklahoma
$33.3K – – –
First Manhattan
142
First Manhattan
New York
$22.2K – – –
LFG
143
Larson Financial Group
Missouri
$17.8K – – –
GWM
144
Geneos Wealth Management
Colorado
$16.6K – – –
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$8.09K -$21.6K -648 -73%
CP
146
Castleview Partners
Texas
$4.13K – – –
CIAS
147
Capital Investment Advisory Services
North Carolina
$1.17K – – –
WMA
148
West Michigan Advisors
Michigan
– -$7.3M -232,126 Closed
RFG
149
Range Financial Group
Oregon
– -$5.24M -166,544 Closed
KA
150
Kovack Advisors
Florida
– -$2.05M -65,266 Closed
3 4 5
6
7