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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
VBFP
151
Valtinson Bruner Financial Planning
Minnesota
$333K -$3.85K -100 -1%
TWP
152
TFO Wealth Partners
Ohio
$327K +$336K +8,710 New
WS
153
Wedbush Securities
California
$321K -$32.4K -840 -9%
VAS
154
Vestmark Advisory Solutions
Massachusetts
$314K +$322K +8,350 New
AAP
155
Arax Advisory Partners
Colorado
$310K -$267K -6,939 -46%
AGWCA
156
Annis Gardner Whiting Capital Advisors
Florida
$305K – – –
SIA
157
Soltis Investment Advisors
Utah
$301K -$189K -4,910 -38%
SVWAG
158
Sound View Wealth Advisors Group
Georgia
$277K – – –
MAM
159
MMA Asset Management
Pennsylvania
$275K +$282K +7,315 New
GFG
160
Grantvest Financial Group
New Jersey
$272K +$279K +7,228 New
CNWM
161
Clay Northam Wealth Management
California
$265K – – –
GSWM
162
Greenup Street Wealth Management
Michigan
$263K – – –
LEFP
163
Leading Edge Financial Planning
Tennessee
$260K – – –
OCFG
164
O'Connor Financial Group
Illinois
$259K – – –
CWM
165
Castle Wealth Management
Florida
$257K +$263K +6,825 New
RWM
166
Riverchase Wealth Management
Texas
$234K +$240K +6,224 New
LBC
167
Leigh Baldwin & Co
New York
$233K – – –
JWM
168
Jessup Wealth Management
Ohio
$233K -$5.32K -138 -2%
CWG
169
Crown Wealth Group
North Carolina
$232K -$219K -5,670 -48%
CA
170
Calton & Associates
Florida
$226K +$232K +6,012 New
GIA
171
Gladstone Institutional Advisory
Florida
$226K -$38.5K -1,000 -14%
BFC
172
Bedel Financial Consulting
Indiana
$222K – – –
SB
173
Strategic Blueprint
Georgia
$221K -$271K -7,021 -54%
NF
174
Nikulski Financial
Iowa
$218K -$7.71K -200 -3%
BBHC
175
Brown Brothers Harriman & Co
New York
$217K – – –
5 6
7
8 9

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.