Innovator US Equity Power Buffer ETF December
PDEC
173 hedge funds and large institutions have $635M invested in Innovator US Equity Power Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 74 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
0% more funds holding
Funds holding: 173 → 173 (0)
4.12% less ownership
Funds ownership: 84.22% → 80.1% (-4.1%)
11% less capital invested
Capital invested by funds: $713M → $635M (-$77.3M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
69% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 74
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
176
Corrado Advisors
Ramsey,
New Jersey
| – | -$1.83M | -49,907 | Closed |
|
177
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$795K | -21,715 | Closed |
|
|
SAG
178
SageView Advisory Group
Newport Beach,
California
| – | -$631K | -16,831 | Closed |
|
|
CBFP
179
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$429K | -11,730 | Closed |
|
|
CCM
180
Coldstream Capital Management
Bellevue,
Washington
| – | -$391K | -10,673 | Closed |
|
|
BBA
181
BLB&B Advisors
Montgomeryville,
Pennsylvania
| – | -$293K | -8,015 | Closed |
|
|
LFAS
182
Level Four Advisory Services
Dallas,
Texas
| – | -$219K | -6,245 | Closed |
|
|
BIM
183
Bullseye Investment Management
Cincinnati,
Ohio
| – | -$207K | -5,666 | Closed |
|
|
NP
184
NorthRock Partners
Minneapolis,
Minnesota
| – | -$195K | -5,333 | Closed |
|
|
CP
185
Castleview Partners
Dallas,
Texas
| – | -$15.5K | -423 | Closed |
|
PDEC Hedge Fund Activity: Q2 2024 in Review
173 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q2 2024, worth a combined $635M — down 11% from $713M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PDEC positions and 12 closed out — a net gain of 5 holders — while 23 added to existing stakes and 74 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $37M. The largest seller was Brookstone Capital Management, cutting an estimated $28M.
- 173 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $635M of Innovator US Equity Power Buffer ETF December stock for Q2 2024, down 11% quarter-over-quarter.
- 17 funds opened new Innovator US Equity Power Buffer ETF December positions in Q2 2024 and 12 closed out, a net change of +5 holders.
- The largest Innovator US Equity Power Buffer ETF December buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $37M added.
- The largest Innovator US Equity Power Buffer ETF December seller in Q2 2024 was Brookstone Capital Management, an estimated $28M sold.
Based on aggregated 13F filings for Q2 2024.