PDEC icon

Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

204 hedge funds and large institutions have $790M invested in Innovator US Equity Power Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+42
Holders Change %
+25.93%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
52
Increased
76
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$52.3M
2
BCM
Brookstone Capital Management
Illinois
$36.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$204M
4
William Blair & Company
William Blair & Company
Illinois
$24.4M
5
SI
Stephens Inc
Arkansas
$23.8M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$5.71M
2
Jane Street
Jane Street
New York
$0
3
LPL Financial
LPL Financial
California
$9.12M
4
AWM
AE Wealth Management
Kansas
$1.76M
5
RA
RFG Advisory
Alabama
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
126
Strategic Blueprint
Georgia
$496K -$117K -3,041 -19%
WTFG
127
Wood Tarver Financial Group
Idaho
$490K +$490K +12,759 New
SPC
128
Sigma Planning Corp
Michigan
$479K -$203K -5,274 -30%
CCM
129
Coldstream Capital Management
Washington
$456K +$98.7K +2,568 +28%
CWG
130
Crown Wealth Group
North Carolina
$455K -$2.34K -61 -0.5%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$450K -$25.7K -669 -5%
BFA
132
Beacon Financial Advisory
Ohio
$447K +$215K +5,600 +93%
DFA
133
DHJJ Financial Advisors
Illinois
$445K +$10K +261 +2%
MWM
134
Modera Wealth Management
New Jersey
$443K – – –
BAM
135
Belpointe Asset Management
Nevada
$435K +$118K +3,079 +37%
AA
136
ACT Advisors
North Carolina
$414K +$414K +10,782 New
USCWA
137
U.S. Capital Wealth Advisors
Texas
$414K +$154K +3,999 +59%
LWM
138
Lakeridge Wealth Management
Ohio
$408K +$408K +10,622 New
AFGAS
139
Allegiance Financial Group Advisory Services
Virginia
$396K +$396K +10,316 New
IWC
140
Integrated Wealth Concepts
Massachusetts
$389K -$1.35K -35 -0.3%
FFN
141
Focus Financial Network
Minnesota
$387K +$102K +2,652 +36%
KWS
142
Keystone Wealth Services
California
$370K -$33.9K -882 -8%
PWA
143
Phoenix Wealth Advisors
North Carolina
$367K – – –
SCA
144
Snowden Capital Advisors
New York
$363K +$363K +9,442 New
WS
145
Wedbush Securities
California
$361K -$271K -7,037 -43%
VBFP
146
Valtinson Bruner Financial Planning
Minnesota
$344K – – –
CWS
147
Cypress Wealth Services
California
$340K -$38.2K -995 -10%
AFP
148
Ausdal Financial Partners
Iowa
$325K +$5.3K +138 +2%
AGWCA
149
Annis Gardner Whiting Capital Advisors
Florida
$312K – – –
SVWAG
150
Sound View Wealth Advisors Group
Georgia
$283K +$9.87K +257 +4%
4 5
6
7 8