Innovator US Equity Power Buffer ETF December
PDEC
149 hedge funds and large institutions have $495M invested in Innovator US Equity Power Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 10 closing their positions.
130% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
68% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 34
13% more capital invested
Capital invested by funds: $437M → $495M (+$58M)
7% more funds holding
Funds holding: 139 → 149 (+10)
1.34% less ownership
Funds ownership: 72.27% → 70.93% (-1.3%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Citadel Advisors
Miami,
Florida
| – | -$681K | -22,790 | Closed |
|
|
GI
152
Glovista Investments
Jersey City,
New Jersey
| – | -$516K | -17,316 | Closed |
|
|
SAF
153
Smith Anglin Financial
Dallas,
Texas
| – | -$400K | -13,397 | Closed |
|
|
MCC
154
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$377K | -12,627 | Closed |
|
|
NF
155
Nikulski Financial
Bettendorf,
Iowa
| – | -$230K | -7,680 | Closed |
|
|
FA
156
Fiduciary Alliance
Greenville,
South Carolina
| – | -$70.7K | -2,365 | Closed |
|
157
William Blair & Company
Chicago,
Illinois
| – | -$25.6K | -855 | Closed |
|
|
WCAMG
158
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| – | -$14.9K | -500 | Closed |
|
159
Wells Fargo
San Francisco,
California
| – | -$2.54K | -85 | Closed |
|
PDEC Hedge Fund Activity: Q1 2023 in Review
149 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q1 2023, worth a combined $495M — up 13% from $437M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PDEC positions and 10 closed out — a net gain of 13 holders — while 57 added to existing stakes and 34 trimmed.
The largest buyer was Strategic Wealth Partners Group, opening a new position worth an estimated $35.3M. The largest seller was Gradient Investments, cutting an estimated $26M.
- 149 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q1 2023, up from 139 in Q4 2022.
- Funds reported $495M of Innovator US Equity Power Buffer ETF December stock for Q1 2023, up 13% quarter-over-quarter.
- 23 funds opened new Innovator US Equity Power Buffer ETF December positions in Q1 2023 and 10 closed out, a net change of +13 holders.
- The largest Innovator US Equity Power Buffer ETF December buyer in Q1 2023 was Strategic Wealth Partners Group, an estimated $35.3M added.
- The largest Innovator US Equity Power Buffer ETF December seller in Q1 2023 was Gradient Investments, an estimated $26M sold.
Based on aggregated 13F filings for Q1 2023.