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Innovator US Equity Power Buffer ETF December

83 hedge funds and large institutions have $145M invested in Innovator US Equity Power Buffer ETF December in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 6

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

127% more capital invested

Capital invested by funds: $63.6M → $145M (+$81M)

48% more funds holding

Funds holding: 5683 (+27)

9.18% more ownership

Funds ownership: 57.14%66.33% (+9.2%)

Holders
83
Holders Change
+27
Holders Change %
+48.21%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
27
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$30.9M +$28.6M +919,271 +1,748%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11M +$6.5M +208,934 +154%
Osaic Holdings
3
Osaic Holdings
Arizona
$8.65M +$3.5M +112,318 +70%
PCM
4
Penserra Capital Management
California
$6.94M +$1.33M +42,674 +24%
LNC
5
Lincoln National Corp
Pennsylvania
$4.5M +$1.61M +51,589 +57%
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$4.25M +$4.16M +133,570 New
MCM
7
MAI Capital Management
Ohio
$4.08M +$4M +128,464 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4M +$2.94M +94,348 +298%
LWA
9
Lineweaver Wealth Advisors
Ohio
$3.92M +$3.84M +123,405 New
CA
10
Cetera Advisors
Colorado
$3.38M +$2.93M +94,296 +785%
ICG
11
InterOcean Capital Group
Tennessee
$3.3M +$2.28M +73,165 +238%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.24M -$5.07M -162,889 -62%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.17M +$2.1M +67,402 +209%
CG
14
Caprock Group
Idaho
$3.17M +$3.1M +99,612 New
CA
15
Corrado Advisors
New Jersey
$2.71M +$81.9K +2,632 +3%
BA
16
Bellwether Advisors
Nebraska
$2.41M -$120K -3,849 -5%
PWA
17
Pillar Wealth Advisors
Pennsylvania
$2.4M +$2.35M +75,607 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.38M +$2.05M +65,911 +739%
WSTAM
19
Wilbanks Smith & Thomas Asset Management
Virginia
$2.29M
DHGWA
20
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2.06M +$2.02M +64,869 New
AWM
21
AE Wealth Management
Kansas
$2.02M +$660K +21,206 +50%
RIS
22
Retirement Income Solutions
Michigan
$1.93M
GCP
23
Gill Capital Partners
Colorado
$1.86M +$40.8K +1,311 +2%
TWM
24
Tradition Wealth Management
Minnesota
$1.75M -$1.99M -63,974 -53%
BPA
25
Beacon Pointe Advisors
California
$1.73M +$209K +6,702 +14%

PDEC Hedge Fund Activity: Q4 2021 in Review

83 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q4 2021, worth a combined $145M — up 127% from $63.6M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PDEC positions and 6 closed out — a net gain of 28 holders — while 27 added to existing stakes and 11 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $28.6M. The largest seller was Cetera Investment Advisers, cutting an estimated $5.07M.

  • 83 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q4 2021, up from 56 in Q3 2021.
  • Funds reported $145M of Innovator US Equity Power Buffer ETF December stock for Q4 2021, up 127% quarter-over-quarter.
  • 34 funds opened new Innovator US Equity Power Buffer ETF December positions in Q4 2021 and 6 closed out, a net change of +28 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q4 2021 was AllianceBernstein, an estimated $28.6M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q4 2021 was Cetera Investment Advisers, an estimated $5.07M sold.

Based on aggregated 13F filings for Q4 2021.