Innovator US Equity Power Buffer ETF December
PDEC
174 hedge funds and large institutions have $636M invested in Innovator US Equity Power Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 74 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
0% more funds holding
Funds holding: 174 → 174 (0)
4.12% less ownership
Funds ownership: 84.26% → 80.15% (-4.1%)
30% less capital inflows, than outflows
Capital inflows: $63.5M | Capital outflows: $91.2M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
69% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$37M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.57M |
| 3 |
HB Wealth Management
Atlanta,
Georgia
|
+$4.32M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.08M |
| 5 |
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brookstone Capital Management
Wheaton,
Illinois
|
-$28M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$11.8M |
| 3 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$9.6M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$8.48M |
| 5 |
WealthPlan Investment Management
Omaha,
Nebraska
|
-$5.53M |
PDEC Hedge Fund Activity: Q2 2024 in Review
174 of the 6,941 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF December (PDEC) for Q2 2024, worth a combined $636M — down 11% from $713M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PDEC positions and 12 closed out — a net gain of 5 holders — while 23 added to existing stakes and 74 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $37M. The largest seller was Brookstone Capital Management, cutting an estimated $28M.
- 174 institutional investors held Innovator US Equity Power Buffer ETF December (PDEC) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $636M of Innovator US Equity Power Buffer ETF December stock for Q2 2024, down 11% quarter-over-quarter.
- 17 funds opened new Innovator US Equity Power Buffer ETF December positions in Q2 2024 and 12 closed out, a net change of +5 holders.
- The largest Innovator US Equity Power Buffer ETF December buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $37M added.
- The largest Innovator US Equity Power Buffer ETF December seller in Q2 2024 was Brookstone Capital Management, an estimated $28M sold.
Based on aggregated 13F filings for Q2 2024.