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Innovator US Equity Power Buffer ETF December
PDEC

173 hedge funds and large institutions have $635M invested in Innovator US Equity Power Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 74 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

0% more funds holding

Funds holding: 173 → 173 (0)

4.12% less ownership

Funds ownership: 84.22% → 80.1% (-4.1%)

11% less capital invested

Capital invested by funds: $713M → $635M (-$77.3M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

69% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 74

Holders
173
Holders Change
–
Holders Change %
0%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
23
Reduced
74
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$37M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.57M
3
HWM
HB Wealth Management
Georgia
+$4.32M
4
LPL Financial
LPL Financial
California
+$4.08M
5
FIA
Foundations Investment Advisors
Arizona
+$1.35M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$28M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$11.8M
3
LNC
Lincoln National Corp
Pennsylvania
-$9.65M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$8.48M
5
WIM
WealthPlan Investment Management
Nebraska
-$5.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
126
Signature Estate & Investment Advisors
California
$310K +$304K +8,265 New
FFG
127
Frisch Financial Group
New York
$306K – – –
AGWCA
128
Annis Gardner Whiting Capital Advisors
Florida
$305K – – –
SVWAG
129
Sound View Wealth Advisors Group
Georgia
$303K -$103K -2,811 -26%
MCM
130
Mitchell Capital Management
Kansas
$299K – – –
AWM
131
Axxcess Wealth Management
California
$283K – – –
MA
132
Mutual Advisors
Nebraska
$274K -$30.7K -835 -10%
Corient Private Wealth
133
Corient Private Wealth
Florida
$273K – – –
CPIG
134
Chicago Partners Investment Group
Illinois
$267K -$33.1K -898 -11%
CNWM
135
Clay Northam Wealth Management
California
$264K – – –
PIAS
136
PCA Investment Advisory Services
Ohio
$255K – – –
BWM
137
BCGM Wealth Management
Indiana
$249K – – –
BFC
138
Bedel Financial Consulting
Indiana
$243K -$17K -463 -7%
USCWA
139
U.S. Capital Wealth Advisors
Texas
$242K +$32K +868 +16%
SS
140
Sunbelt Securities
Texas
$241K -$6.63K -180 -3%
BFA
141
Beacon Financial Advisory
Ohio
$226K – – –
BBHC
142
Brown Brothers Harriman & Co
New York
$216K – – –
NF
143
Nikulski Financial
Iowa
$208K -$5.52K -150 -3%
WP
144
WealthPLAN Partners
Nebraska
$203K -$2.81M -76,279 -93%
CPCM
145
Cardinal Point Capital Management
Ontario, Canada
$203K +$199K +5,405 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$198K +$4.27K +116 +2%
CIA
147
Cape Investment Advisory
Georgia
$195K – – –
BFEC
148
Benjamin F. Edwards & Company
Missouri
$188K – – –
FNWA
149
Financial Network Wealth Advisors
Utah
$154K +$151K +4,111 New
AIC
150
Archer Investment Corporation
Indiana
$154K – – –
4 5
6
7 8

PDEC Hedge Fund Activity: Q2 2024 in Review

173 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q2 2024, worth a combined $635M — down 11% from $713M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PDEC positions and 12 closed out — a net gain of 5 holders — while 23 added to existing stakes and 74 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $37M. The largest seller was Brookstone Capital Management, cutting an estimated $28M.

  • 173 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $635M of Innovator US Equity Power Buffer ETF December stock for Q2 2024, down 11% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Power Buffer ETF December positions in Q2 2024 and 12 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $37M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q2 2024 was Brookstone Capital Management, an estimated $28M sold.

Based on aggregated 13F filings for Q2 2024.