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Innovator US Equity Power Buffer ETF December
PDEC

208 hedge funds and large institutions have $806M invested in Innovator US Equity Power Buffer ETF December in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

1% more capital invested

Capital invested by funds: $795M → $806M (+$11.2M)

1% more funds holding

Funds holding: 206 → 208 (+2)

0.44% less ownership

Funds ownership: 80.6% → 80.16% (-0.44%)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

Holders
208
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
24
Increased
63
Reduced
69
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$9.1M
2
William Blair & Company
William Blair & Company
Illinois
+$8.31M
3
BA
Bellwether Advisors
Nebraska
+$6.2M
4
BAM
Belpointe Asset Management
Nevada
+$5.31M
5
AI
Atria Investments
North Carolina
+$4.21M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$24.9M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.89M
3
WCM
Weaver Capital Management
Georgia
-$3.48M
4
HWP
Heritage Wealth Partners
Ohio
-$2.05M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
126
Cornerstone Wealth Group
North Carolina
$494K -$37.8K -981 -7%
WTFG
127
Wood Tarver Financial Group
Idaho
$472K -$8.37K -217 -2%
FCM
128
Firestone Capital Management
Florida
$469K -$109K -2,836 -19%
HCA
129
Horan Capital Advisors
Ohio
$465K -$76.2K -1,977 -14%
SPC
130
Sigma Planning Corp
Michigan
$450K -$19.1K -496 -4%
SOS
131
Silver Oak Securities
Tennessee
$450K -$53.2K -1,379 -10%
DFA
132
DHJJ Financial Advisors
Illinois
$437K +$1.54K +40 +0.3%
BFA
133
Beacon Financial Advisory
Ohio
$437K – – –
CCM
134
Coldstream Capital Management
Washington
$436K -$10.2K -264 -2%
MWM
135
Modera Wealth Management
New Jersey
$434K – – –
KFGG
136
Keystone Financial Group (Georgia)
Georgia
$404K +$171K +4,428 +70%
OPA
137
Old Port Advisors
Maine
$400K +$411K +10,650 New
DAS
138
Diversify Advisory Services
Utah
$398K -$185K -4,800 -31%
LWM
139
Lakeridge Wealth Management
Ohio
$397K -$2.12K -55 -0.5%
AFGAS
140
Allegiance Financial Group Advisory Services
Virginia
$394K +$6.13K +159 +2%
JP Morgan Chase
141
JP Morgan Chase
New York
$392K +$294K +7,626 +272%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$383K -$59.1K -1,532 -13%
IWC
143
Integrated Wealth Concepts
Massachusetts
$381K – – –
KWS
144
Keystone Wealth Services
California
$362K – – –
PWA
145
Phoenix Wealth Advisors
North Carolina
$359K – – –
AWM
146
Axxcess Wealth Management
California
$358K +$367K +9,515 New
KWM
147
Kingsview Wealth Management
Oregon
$358K +$367K +9,509 New
SCA
148
Snowden Capital Advisors
New York
$355K – – –
FFN
149
Focus Financial Network
Minnesota
$337K -$43.6K -1,130 -11%
CWS
150
Cypress Wealth Services
California
$333K – – –
4 5
6
7 8

PDEC Hedge Fund Activity: Q1 2025 in Review

208 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q1 2025, worth a combined $806M — up 1.4% from $795M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PDEC positions and 18 closed out — a net gain of 6 holders — while 63 added to existing stakes and 69 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.1M. The largest seller was AllianceBernstein, cutting an estimated $24.9M.

  • 208 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q1 2025, up from 206 in Q4 2024.
  • Funds reported $806M of Innovator US Equity Power Buffer ETF December stock for Q1 2025, up 1.4% quarter-over-quarter.
  • 24 funds opened new Innovator US Equity Power Buffer ETF December positions in Q1 2025 and 18 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q1 2025 was LPL Financial, an estimated $9.1M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q1 2025 was AllianceBernstein, an estimated $24.9M sold.

Based on aggregated 13F filings for Q1 2025.