Innovator US Equity Power Buffer ETF December
PDEC
149 hedge funds and large institutions have $514M invested in Innovator US Equity Power Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 10 closing their positions.
130% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
68% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 34
17% more capital invested
Capital invested by funds: $437M → $514M (+$76.5M)
7% more funds holding
Funds holding: 139 → 149 (+10)
1.34% less ownership
Funds ownership: 72.27% → 70.93% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
+$35.3M |
| 2 |
CAG
Compass Advisory Group
Melville,
New York
|
+$15.6M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.96M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.03M |
| 5 |
RFG
Range Financial Group
Tigard,
Oregon
|
+$4.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$26M |
| 2 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$6.24M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.35M |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$857K |
| 5 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
-$777K |
PDEC Hedge Fund Activity: Q1 2023 in Review
149 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q1 2023, worth a combined $514M — up 17% from $437M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PDEC positions and 10 closed out — a net gain of 13 holders — while 57 added to existing stakes and 34 trimmed.
The largest buyer was Strategic Wealth Partners Group, opening a new position worth an estimated $35.3M. The largest seller was Gradient Investments, cutting an estimated $26M.
- 149 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q1 2023, up from 139 in Q4 2022.
- Funds reported $514M of Innovator US Equity Power Buffer ETF December stock for Q1 2023, up 17% quarter-over-quarter.
- 23 funds opened new Innovator US Equity Power Buffer ETF December positions in Q1 2023 and 10 closed out, a net change of +13 holders.
- The largest Innovator US Equity Power Buffer ETF December buyer in Q1 2023 was Strategic Wealth Partners Group, an estimated $35.3M added.
- The largest Innovator US Equity Power Buffer ETF December seller in Q1 2023 was Gradient Investments, an estimated $26M sold.
Based on aggregated 13F filings for Q1 2023.