Innovator US Equity Ultra Buffer ETF December
UDEC
33 hedge funds and large institutions have $28.8M invested in Innovator US Equity Ultra Buffer ETF December in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
22% more funds holding
Funds holding: 27 → 33 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14.72% less ownership
Funds ownership: 61.1% → 46.38% (-15%)
15% less capital invested
Capital invested by funds: $33.9M → $28.8M (-$5.07M)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFC
26
Bedel Financial Consulting
Indianapolis,
Indiana
| $55K | – | – | – |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $50K | +$49.5K | +1,731 | New |
|
|
OCM
28
Orion Capital Management
Coronado,
California
| $30K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $23K | +$22.8K | +797 | New |
|
30
Morgan Stanley
New York
| $12K | – | – | – |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | – | – | – |
|
|
BBPWM
32
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $2K | +$2K | +70 | New |
|
|
SCA
33
Stonebridge Capital Advisors
St Paul,
Minnesota
| $2K | +$2.38K | +83 | New |
|
|
AI
34
Atria Investments
Charlotte,
North Carolina
| – | -$14.2M | -500,660 | Closed |
|
35
Wolverine Trading
Chicago,
Illinois
| – | -$235K | -8,284 | Closed |
|
UDEC Hedge Fund Activity: Q1 2021 in Review
33 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q1 2021, worth a combined $28.8M — down 15% from $33.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UDEC positions and 2 closed out — a net gain of 7 holders — while 4 added to existing stakes and 9 trimmed.
The largest buyer was Tradition Wealth Management, adding an estimated $4.47M. The largest seller was Atria Investments, exiting entirely with an estimated $14.2M sold.
- 33 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q1 2021, up from 27 in Q4 2020.
- Funds reported $28.8M of Innovator US Equity Ultra Buffer ETF December stock for Q1 2021, down 15% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q1 2021 and 2 closed out, a net change of +7 holders.
- The largest Innovator US Equity Ultra Buffer ETF December buyer in Q1 2021 was Tradition Wealth Management, an estimated $4.47M added.
- The largest Innovator US Equity Ultra Buffer ETF December seller in Q1 2021 was Atria Investments, an estimated $14.2M sold.
Based on aggregated 13F filings for Q1 2021.