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Innovator US Equity Power Buffer ETF December
PDEC

Overview Fund Activity

206 hedge funds and large institutions have $801M invested in Innovator US Equity Power Buffer ETF December in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
2.8%
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
61
Reduced
69
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17.8M
2
William Blair & Company
2
William Blair & Company
Illinois
$32M
3
BA
3
Bellwether Advisors
Nebraska
$7.58M
4
BAM
4
Belpointe Asset Management
Nevada
$5.61M
5
AI
5
Atria Investments
North Carolina
$4.11M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$175M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$47.4M
3
WCM
3
Weaver Capital Management
Georgia
$3.56M
4
HWP
4
Heritage Wealth Partners
Ohio
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
201
AmeriFlex Group
Nevada
$13.2K +$13.2K +350 New
RIL
202
Rothschild Investment LLC
Illinois
$12.4K – – –
UBS Group
203
UBS Group
Switzerland
$12.3K +$12.3K +326 New
NS
204
NBC Securities
Alabama
$10K +$10K +292 New
Barclays
205
Barclays
United Kingdom
$6K +$6K +153 New
SS
206
Sunbelt Securities
Texas
$1.02K -$240K -6,395 -100%
HWP
207
Heritage Wealth Partners
Ohio
– -$2.05M -53,447 Closed
AAS
208
Ameritas Advisory Services
Nebraska
– -$586K -15,248 Closed
AA
209
ACT Advisors
North Carolina
– -$414K -10,782 Closed
TH
210
TCTC Holdings
Texas
– -$280K -7,283 Closed
CPIG
211
Chicago Partners Investment Group
Illinois
– -$273K -7,103 Closed
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
– -$234K -6,084 Closed
IWM
213
IHT Wealth Management
Illinois
– -$232K -6,048 Closed
XF
214
XML Financial
Maryland
– -$229K -5,973 Closed
PIAS
215
PCA Investment Advisory Services
Ohio
– -$218K -5,666 Closed
ML
216
McAdam LLC
Pennsylvania
– -$204K -5,313 Closed
MWP
217
Madison Wealth Partners
Wisconsin
– -$202K -5,268 Closed
HSWM
218
Hubbell Strickland Wealth Management
Louisiana
– -$201K -5,231 Closed
SMAM
219
Sugar Maple Asset Management
Wisconsin
– -$92.3K -2,403 Closed
Royal Bank of Canada
220
Royal Bank of Canada
Ontario, Canada
– -$61K -1,595 Closed
AWM
221
Avior Wealth Management
Nebraska
– -$14.4K -376 Closed
ACM
222
Anfield Capital Management
California
– -$12.4K -322 Closed
WW
223
Winnow Wealth
Texas
– -$1.88K -49 Closed
Fidelity Investments
224
Fidelity Investments
Massachusetts
– -$1.08K -28 Closed
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