Innovator US Equity Power Buffer ETF December
PDEC
36 hedge funds and large institutions have $40.7M invested in Innovator US Equity Power Buffer ETF December in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
94% more capital invested
Capital invested by funds: $21M → $40.7M (+$19.7M)
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
16.7% more ownership
Funds ownership: 39.86% → 56.56% (+17%)
16% more funds holding
Funds holding: 31 → 36 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$15.5M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.24M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$1.63M |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$1.62M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$741K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.59M |
| 2 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$1.24M |
| 3 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$627K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$307K |
| 5 |
VFA
Valeo Financial Advisors
Carmel,
Indiana
|
-$202K |
PDEC Hedge Fund Activity: Q3 2020 in Review
36 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q3 2020, worth a combined $40.7M — up 94% from $21M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PDEC positions and 4 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $15.5M. The largest seller was Osaic Holdings, cutting an estimated $3.59M.
- 36 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q3 2020, up from 31 in Q2 2020.
- Funds reported $40.7M of Innovator US Equity Power Buffer ETF December stock for Q3 2020, up 94% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Power Buffer ETF December positions in Q3 2020 and 4 closed out, a net change of +5 holders.
- The largest Innovator US Equity Power Buffer ETF December buyer in Q3 2020 was HighTower Advisors, an estimated $15.5M added.
- The largest Innovator US Equity Power Buffer ETF December seller in Q3 2020 was Osaic Holdings, an estimated $3.59M sold.
Based on aggregated 13F filings for Q3 2020.