We are live on ! Find out more
PDEC icon

Innovator US Equity Power Buffer ETF December

68 hedge funds and large institutions have $113M invested in Innovator US Equity Power Buffer ETF December in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 6868 (0)

4.91% less ownership

Funds ownership: 60.14%55.23% (-4.9%)

6% less capital invested

Capital invested by funds: $120M → $113M (-$7.36M)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
9
Increased
15
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
1
Transform Wealth
Colorado
$11.3M +$266K +9,100 +2%
BCI
2
Brinker Capital Investments
Pennsylvania
$9.78M
Osaic Holdings
3
Osaic Holdings
Arizona
$9.12M -$743K -25,394 -8%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.35M +$1.98M +67,582 +38%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.24M -$142K -4,860 -2%
BMM
6
Berkshire Money Management
Massachusetts
$6.71M +$2.34M +80,075 +55%
PCM
7
Penserra Capital Management
California
$4.42M +$1.4M +47,930 +48%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.83M -$51.9K -1,774 -1%
AllianceBernstein
9
AllianceBernstein
Tennessee
$3.65M -$673 -23 -0%
AA
10
Advisory Alpha
Michigan
$3.24M +$3.18M +108,823 New
HighTower Advisors
11
HighTower Advisors
Illinois
$2.88M -$95.1K -3,250 -3%
CA
12
Corrado Advisors
New Jersey
$2.8M -$16.3K -557 -0.6%
LNC
13
Lincoln National Corp
Pennsylvania
$2.68M -$55.6K -1,900 -2%
OMC
14
Old Mission Capital
Illinois
$2.32M +$1.69M +57,845 +287%
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$2.14M -$48.8K -1,669 -2%
BPA
16
Beacon Pointe Advisors
California
$2.09M +$153K +5,226 +8%
BA
17
Bellwether Advisors
Nebraska
$1.99M +$249K +8,503 +15%
Citadel Advisors
18
Citadel Advisors
Florida
$1.94M +$1.9M +65,077 New
WP
19
WealthPLAN Partners
Nebraska
$1.86M +$229K +7,836 +15%
RIS
20
Retirement Income Solutions
Michigan
$1.8M +$1.29M +44,207 +269%
GCP
21
Gill Capital Partners
Colorado
$1.7M +$18.9K +645 +1%
OWA
22
Outlook Wealth Advisors
Texas
$1.65M +$461K +15,740 +40%
CG
23
Caprock Group
Idaho
$1.62M
KAS
24
Kestra Advisory Services
Texas
$1.57M -$1.13M -38,744 -42%
CAG
25
Compass Advisory Group
New York
$1.57M -$175K -5,973 -10%

PDEC Hedge Fund Activity: Q1 2021 in Review

68 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q1 2021, worth a combined $113M — down 6.1% from $120M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PDEC positions and 8 closed out — a net gain of 1 holder — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Advisory Alpha, opening a new position worth an estimated $3.18M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $17.7M sold.

  • 68 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $113M of Innovator US Equity Power Buffer ETF December stock for Q1 2021, down 6.1% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Power Buffer ETF December positions in Q1 2021 and 8 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q1 2021 was Advisory Alpha, an estimated $3.18M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q1 2021 was Personal CFO Solutions, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2021.