Innovator US Equity Power Buffer ETF December
PDEC
171 hedge funds and large institutions have $680M invested in Innovator US Equity Power Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 73 increasing their positions, 33 reducing their positions, and 7 closing their positions.
719% more capital inflows, than outflows
Capital inflows: $208M | Capital outflows: $25.4M
500% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 7
121% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 33
24% more funds holding
Funds holding: 138 → 171 (+33)
6.12% more ownership
Funds ownership: 75.53% → 81.65% (+6.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$65.3M |
| 2 |
Brookstone Capital Management
Wheaton,
Illinois
|
+$24.3M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$12.7M |
| 4 |
MAI Capital Management
Independence,
Ohio
|
+$8.18M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Crown Wealth Group
Charlotte,
North Carolina
|
-$10.4M |
| 2 |
Soltis Investment Advisors
St. George,
Utah
|
-$3.12M |
| 3 |
Compass Advisory Group
Melville,
New York
|
-$2.88M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.28M |
| 5 |
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$1.83M |
PDEC Hedge Fund Activity: Q4 2023 in Review
171 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q4 2023, worth a combined $680M — up 50% from $452M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new PDEC positions and 7 closed out — a net gain of 35 holders — while 73 added to existing stakes and 33 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $65.3M. The largest seller was Crown Wealth Group, cutting an estimated $10.4M.
- 171 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q4 2023, up from 138 in Q3 2023.
- Funds reported $680M of Innovator US Equity Power Buffer ETF December stock for Q4 2023, up 50% quarter-over-quarter.
- 42 funds opened new Innovator US Equity Power Buffer ETF December positions in Q4 2023 and 7 closed out, a net change of +35 holders.
- The largest Innovator US Equity Power Buffer ETF December buyer in Q4 2023 was AllianceBernstein, an estimated $65.3M added.
- The largest Innovator US Equity Power Buffer ETF December seller in Q4 2023 was Crown Wealth Group, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2023.