Innovator US Equity Power Buffer ETF December
PDEC
173 hedge funds and large institutions have $713M invested in Innovator US Equity Power Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 70 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
2.61% more ownership
Funds ownership: 81.6% → 84.22% (+2.6%)
2% more funds holding
Funds holding: 170 → 173 (+3)
5% more capital invested
Capital invested by funds: $680M → $713M (+$33M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
54% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$14.4M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.56M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$5M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.18M |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$9.31M |
| 2 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$7.99M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$5.09M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$2.26M |
| 5 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$2.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFG
176
Range Financial Group
Tigard,
Oregon
| – | -$403K | -11,481 | Closed |
|
|
WIA
177
World Investment Advisors
Santa Barbara,
California
| – | -$384K | -11,070 | Closed |
|
|
MSRI
178
Michael S. Ryan Inc
Latham,
New York
| – | -$382K | -10,881 | Closed |
|
179
Koshinski Asset Management
Decatur,
Illinois
| – | -$304K | -8,666 | Closed |
|
|
MCC
180
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$237K | -6,763 | Closed |
|
|
QCG
181
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$230K | -6,559 | Closed |
|
182
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7.27K | -207 | Closed |
|
|
IPW
183
Impact Partnership Wealth
Marietta,
Georgia
| – | -$3.02K | -86 | Closed |
|
PDEC Hedge Fund Activity: Q1 2024 in Review
173 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q1 2024, worth a combined $713M — up 4.9% from $680M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PDEC positions and 10 closed out — a net gain of 4 holders — while 32 added to existing stakes and 70 trimmed.
The largest buyer was Cetera Advisors, adding an estimated $14.4M. The largest seller was Brookstone Capital Management, cutting an estimated $9.31M.
- 173 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q1 2024, up from 170 in Q4 2023.
- Funds reported $713M of Innovator US Equity Power Buffer ETF December stock for Q1 2024, up 4.9% quarter-over-quarter.
- 14 funds opened new Innovator US Equity Power Buffer ETF December positions in Q1 2024 and 10 closed out, a net change of +4 holders.
- The largest Innovator US Equity Power Buffer ETF December buyer in Q1 2024 was Cetera Advisors, an estimated $14.4M added.
- The largest Innovator US Equity Power Buffer ETF December seller in Q1 2024 was Brookstone Capital Management, an estimated $9.31M sold.
Based on aggregated 13F filings for Q1 2024.