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Innovator US Equity Power Buffer ETF December

87 hedge funds and large institutions have $159M invested in Innovator US Equity Power Buffer ETF December in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $145M → $159M (+$14.5M)

5% more funds holding

Funds holding: 8387 (+4)

1.53% more ownership

Funds ownership: 66.33%67.85% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 27

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
21
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$30.3M -$10.9K -354 -0%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.7M +$943K +30,557 +9%
GSIS
3
Global Strategic Investment Solutions
Arizona
$11.7M +$11.6M +374,423 New
PCM
4
Penserra Capital Management
California
$8.16M +$1.32M +42,732 +20%
LNC
5
Lincoln National Corp
Pennsylvania
$7.85M +$3.38M +109,614 +77%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.82M +$236K +7,643 +3%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$4.07M -$33.2K -1,077 -0.8%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.87M -$65.6K -2,127 -2%
LWA
9
Lineweaver Wealth Advisors
Ohio
$3.85M
MCM
10
MAI Capital Management
Ohio
$3.19M -$817K -26,466 -21%
CA
11
Cetera Advisors
Colorado
$3.15M -$166K -5,386 -5%
ICG
12
InterOcean Capital Group
Tennessee
$3.12M -$124K -4,025 -4%
CA
13
Corrado Advisors
New Jersey
$2.62M -$42.3K -1,371 -2%
HighTower Advisors
14
HighTower Advisors
Illinois
$2.48M -$620K -20,103 -20%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.46M +$126K +4,080 +5%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.4M -$772K -25,021 -25%
PWA
17
Pillar Wealth Advisors
Pennsylvania
$2.36M
BA
18
Bellwether Advisors
Nebraska
$2.34M -$27.9K -904 -1%
IA
19
IFP Advisors
Florida
$2.28M +$2.25M +72,945 +545%
WSTAM
20
Wilbanks Smith & Thomas Asset Management
Virginia
$2.15M
BPA
21
Beacon Pointe Advisors
California
$2.11M +$405K +13,142 +24%
AWM
22
AE Wealth Management
Kansas
$1.98M -$216 -7 -0%
MWM
23
Maltin Wealth Management
New Jersey
$1.94M +$1.22M +39,617 +177%
RIS
24
Retirement Income Solutions
Michigan
$1.89M
GCP
25
Gill Capital Partners
Colorado
$1.83M

PDEC Hedge Fund Activity: Q1 2022 in Review

87 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q1 2022, worth a combined $159M — up 10% from $145M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PDEC positions and 8 closed out — a net gain of 7 holders — while 21 added to existing stakes and 27 trimmed.

The largest buyer was Global Strategic Investment Solutions, opening a new position worth an estimated $11.6M. The largest seller was Caprock Group, exiting entirely with an estimated $3.17M sold.

  • 87 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q1 2022, up from 83 in Q4 2021.
  • Funds reported $159M of Innovator US Equity Power Buffer ETF December stock for Q1 2022, up 10% quarter-over-quarter.
  • 15 funds opened new Innovator US Equity Power Buffer ETF December positions in Q1 2022 and 8 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF December buyer in Q1 2022 was Global Strategic Investment Solutions, an estimated $11.6M added.
  • The largest Innovator US Equity Power Buffer ETF December seller in Q1 2022 was Caprock Group, an estimated $3.17M sold.

Based on aggregated 13F filings for Q1 2022.