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Innovator US Equity Power Buffer ETF December
PDEC

173 hedge funds and large institutions have $713M invested in Innovator US Equity Power Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 70 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

2.61% more ownership

Funds ownership: 81.6% → 84.22% (+2.6%)

2% more funds holding

Funds holding: 170 → 173 (+3)

5% more capital invested

Capital invested by funds: $680M → $713M (+$33M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

54% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 70

Holders
173
Holders Change
+3
Holders Change %
+1.76%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
32
Reduced
70
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$14.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.56M
3
FIA
Foundations Investment Advisors
Arizona
+$5M
4
LPL Financial
LPL Financial
California
+$4.18M
5
WIM
WealthPlan Investment Management
Nebraska
+$3.28M

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$9.31M
2
MCM
MAI Capital Management
Ohio
-$7.99M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$5.09M
4
TC
TownSquare Capital
Utah
-$2.26M
5
SWPG
Strategic Wealth Partners Group
Illinois
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
126
Certified Advisory Corp
Florida
$338K – – –
TWP
127
TFO Wealth Partners
Ohio
$319K – – –
AFP
128
Ausdal Financial Partners
Iowa
$305K – – –
BAM
129
Belpointe Asset Management
Nevada
$299K – – –
FFG
130
Frisch Financial Group
New York
$299K -$5.77K -161 -2%
AGWCA
131
Annis Gardner Whiting Capital Advisors
Florida
$297K +$291K +8,119 New
MA
132
Mutual Advisors
Nebraska
$297K – – –
BBA
133
BLB&B Advisors
Pennsylvania
$293K +$287K +8,015 New
MCM
134
Mitchell Capital Management
Kansas
$292K – – –
CPIG
135
Chicago Partners Investment Group
Illinois
$290K – – –
AWM
136
Axxcess Wealth Management
California
$276K – – –
BRWA
137
B. Riley Wealth Advisors
Florida
$268K -$81K -2,262 -21%
Corient Private Wealth
138
Corient Private Wealth
Florida
$267K – – –
CNWM
139
Clay Northam Wealth Management
California
$258K – – –
BFC
140
Bedel Financial Consulting
Indiana
$254K – – –
PIAS
141
PCA Investment Advisory Services
Ohio
$249K +$1.9K +53 +0.8%
BWM
142
BCGM Wealth Management
Indiana
$243K – – –
SS
143
Sunbelt Securities
Texas
$242K -$1.36K -38 -0.6%
Citadel Advisors
144
Citadel Advisors
Florida
$231K +$226K +6,303 New
BFA
145
Beacon Financial Advisory
Ohio
$220K -$10.7K -300 -5%
LFAS
146
Level Four Advisory Services
Texas
$219K – – –
AF
147
Allworth Financial
California
$218K +$214K +5,969 New
BBHC
148
Brown Brothers Harriman & Co
New York
$211K +$207K +5,766 New
NF
149
Nikulski Financial
Iowa
$209K – – –
BIM
150
Bullseye Investment Management
Ohio
$207K +$203K +5,666 New
4 5
6
7 8

PDEC Hedge Fund Activity: Q1 2024 in Review

173 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q1 2024, worth a combined $713M — up 4.9% from $680M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PDEC positions and 10 closed out — a net gain of 4 holders — while 32 added to existing stakes and 70 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $14.4M. The largest seller was Brookstone Capital Management, cutting an estimated $9.31M.

  • 173 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q1 2024, up from 170 in Q4 2023.
  • Funds reported $713M of Innovator US Equity Power Buffer ETF December stock for Q1 2024, up 4.9% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF December positions in Q1 2024 and 10 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q1 2024 was Cetera Advisors, an estimated $14.4M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q1 2024 was Brookstone Capital Management, an estimated $9.31M sold.

Based on aggregated 13F filings for Q1 2024.