Innovator US Equity Power Buffer ETF December
PDEC
89 hedge funds and large institutions have $146M invested in Innovator US Equity Power Buffer ETF December in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
2% more funds holding
Funds holding: 87 → 89 (+2)
0.61% more ownership
Funds ownership: 67.85% → 68.46% (+0.61%)
8% less capital invested
Capital invested by funds: $159M → $146M (-$13.4M)
50% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 32
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$2.31M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.2M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.61M |
| 4 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$1.51M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.75M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$1.36M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$1.05M |
| 4 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$992K |
| 5 |
SCFS
S.C. Financial Services
Scottsdale,
Arizona
|
-$874K |
PDEC Hedge Fund Activity: Q2 2022 in Review
89 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q2 2022, worth a combined $146M — down 8.4% from $159M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PDEC positions and 8 closed out — a net gain of 3 holders — while 16 added to existing stakes and 32 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $2.31M. The largest seller was Lincoln National Corp, cutting an estimated $2.75M.
- 89 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q2 2022, up from 87 in Q1 2022.
- Funds reported $146M of Innovator US Equity Power Buffer ETF December stock for Q2 2022, down 8.4% quarter-over-quarter.
- 11 funds opened new Innovator US Equity Power Buffer ETF December positions in Q2 2022 and 8 closed out, a net change of +3 holders.
- The largest Innovator US Equity Power Buffer ETF December buyer in Q2 2022 was Creative Planning, an estimated $2.31M added.
- The largest Innovator US Equity Power Buffer ETF December seller in Q2 2022 was Lincoln National Corp, an estimated $2.75M sold.
Based on aggregated 13F filings for Q2 2022.