Innovator US Equity Power Buffer ETF December
PDEC
56 hedge funds and large institutions have $63.6M invested in Innovator US Equity Power Buffer ETF December in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 12 closing their positions.
8.71% less ownership
Funds ownership: 38.86% → 30.15% (-8.7%)
15% less funds holding
Funds holding: 66 → 56 (-10)
44% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 18
67% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 12
73% less capital inflows, than outflows
Capital inflows: $6.31M | Capital outflows: $23.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Soltis Investment Advisors
St. George,
Utah
|
+$2.75M |
| 2 |
Penserra Capital Management
Orinda,
California
|
+$870K |
| 3 |
Tradition Wealth Management
Edina,
Minnesota
|
+$639K |
| 4 |
Archer Investment Corporation
Carmel,
Indiana
|
+$614K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$412K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$7.25M |
| 2 |
WealthPLAN Partners
Omaha,
Nebraska
|
-$2.39M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.15M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.71M |
| 5 |
Caprock Group
Boise,
Idaho
|
-$1.66M |
PDEC Hedge Fund Activity: Q3 2021 in Review
56 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q3 2021, worth a combined $63.6M — down 22% from $81.4M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PDEC and 4 opened new positions — a net loss of 8 holders — while 18 trimmed existing stakes and 10 added.
The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $2.75M. The largest seller was Janney Montgomery Scott, cutting an estimated $7.25M.
- 56 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q3 2021, down from 66 in Q2 2021.
- Funds reported $63.6M of Innovator US Equity Power Buffer ETF December stock for Q3 2021, down 22% quarter-over-quarter.
- 4 funds opened new Innovator US Equity Power Buffer ETF December positions in Q3 2021 and 12 closed out, a net change of -8 holders.
- The largest Innovator US Equity Power Buffer ETF December buyer in Q3 2021 was Soltis Investment Advisors, an estimated $2.75M added.
- The largest Innovator US Equity Power Buffer ETF December seller in Q3 2021 was Janney Montgomery Scott, an estimated $7.25M sold.
Based on aggregated 13F filings for Q3 2021.