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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

136 hedge funds and large institutions have $449M invested in Innovator US Equity Power Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-11
Holders Change %
-7.48%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
7
Increased
20
Reduced
62
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Soltis Investment Advisors
Utah
$3.42M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$2.35M
3
PCM
Penserra Capital Management
California
$22.2M
4
FIA
Foundations Investment Advisors
Arizona
$2.28M
5
Citadel Advisors
Citadel Advisors
Florida
$2.28M

Top Sellers

1
CAG
Compass Advisory Group
New York
$5.2M
2
BCM
Brookstone Capital Management
Illinois
$18.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$12.4M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.5M
5
GSIS
Global Strategic Investment Solutions
Arizona
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
$76K – – –
EWA
127
EverSource Wealth Advisors
Alabama
$64.2K – – –
UBS Group
128
UBS Group
Switzerland
$50K -$52.5K -1,621 -51%
CFD
129
Creative Financial Designs
Indiana
$40.5K -$286K -8,850 -88%
First Manhattan
130
First Manhattan
New York
$21.6K – – –
LFG
131
Larson Financial Group
Missouri
$17.3K – – –
GWM
132
Geneos Wealth Management
Colorado
$16.2K – – –
VAG
133
VisionPoint Advisory Group
Texas
$13.7K +$13.7K +423 New
AWA
134
Authentikos Wealth Advisory
California
$9K +$9K +278 New
CIAS
135
Capital Investment Advisory Services
North Carolina
$1.13K – – –
Fidelity Investments
136
Fidelity Investments
Massachusetts
$32 +$32 +1 New
LWA
137
Lineweaver Wealth Advisors
Ohio
– -$4.05M -121,831 Closed
BTI
138
Blue Trust Inc
Georgia
– -$1.04M -32,992 Closed
MIM
139
Macroview Investment Management
Maryland
– -$1.03M -31,084 Closed
HAS
140
HBW Advisory Services
California
– -$919K -27,606 Closed
KWM
141
Kingsview Wealth Management
Oregon
– -$373K -11,206 Closed
USCWA
142
U.S. Capital Wealth Advisors
Texas
– -$321K -9,649 Closed
AWM
143
Axxcess Wealth Management
California
– -$278K -8,359 Closed
JPMorgan Chase & Co
144
JPMorgan Chase & Co
New York
– -$265K -7,952 Closed
TF
145
Trek Financial
Arizona
– -$225K -6,775 Closed
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
– -$204K -6,118 Closed
PP
147
PFS Partners
New Jersey
– -$84.1K -2,527 Closed
FA
148
Fiduciary Alliance
South Carolina
– -$78.7K -2,365 Closed
GWM
149
Grand Wealth Management
Michigan
– -$43.1K -1,296 Closed
DI
150
Disciplined Investments
Oklahoma
– -$33.3K -1,000 Closed
3 4 5
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