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UDEC

Innovator US Equity Ultra Buffer ETF December

121 hedge funds and large institutions have $338M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

19% more funds holding

Funds holding: 102121 (+19)

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

14% more capital invested

Capital invested by funds: $297M → $338M (+$41M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11.04% less ownership

Funds ownership: 93.34%82.3% (-11%)

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
37
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.43M +$1.67M +47,992 +258%
ATS
27
Ashton Thomas Securities
New York
$2.32M -$4.56K -131 -0.2%
Truist Financial
28
Truist Financial
North Carolina
$2.18M
DLHL
29
Donald L. Hagan LLC
Florida
$1.96M -$26.1K -750 -1%
SWM
30
Spire Wealth Management
Virginia
$1.94M -$772K -22,171 -29%
Jane Street
31
Jane Street
New York
$1.88M +$1.8M +51,665 New
IWM
32
IMG Wealth Management
Florida
$1.88M +$12.6K +362 +0.7%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.83M +$200K +5,752 +13%
AWA
34
Arete Wealth Advisors
Illinois
$1.81M +$4.56K +131 +0.3%
LPL Financial
35
LPL Financial
California
$1.78M +$820K +23,553 +93%
MW
36
MBL Wealth
North Carolina
$1.76M +$398K +11,440 +31%
SPC
37
Sigma Planning Corp
Michigan
$1.61M +$1.53M +44,082 New
CRWM
38
Castle Rock Wealth Management
California
$1.56M -$74.8K -2,149 -5%
ASN
39
Advisory Services Network
Georgia
$1.36M -$14.6K -420 -1%
SB
40
Strategic Blueprint
Georgia
$1.33M -$11.6K -332 -0.9%
KWM
41
Kingsview Wealth Management
Oregon
$1.31M +$1.25M +35,819 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$1.28M +$147K +4,230 +14%
AAS
43
Avantax Advisory Services
Texas
$1.26M +$698K +20,045 +137%
KPWS
44
Kestra Private Wealth Services
Texas
$1.12M +$1.07M +30,600 New
SA
45
Sovran Advisors
California
$1.06M -$8.35M -239,897 -89%
BEI
46
Benjamin Edwards Inc
Missouri
$1.03M -$7.83K -225 -0.8%
CWG
47
Crown Wealth Group
North Carolina
$954K -$104K -3,000 -10%
MML Investors Services
48
MML Investors Services
Massachusetts
$933K -$17.9K -513 -2%
FFS
49
Founders Financial Securities
Maryland
$932K +$891K +25,577 New
OWA
50
Octavia Wealth Advisors
Ohio
$930K -$28.7K -825 -3%

UDEC Hedge Fund Activity: Q2 2025 in Review

121 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q2 2025, worth a combined $338M — up 14% from $297M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UDEC positions and 7 closed out — a net gain of 20 holders — while 37 added to existing stakes and 32 trimmed.

The largest buyer was Richard P. Slaughter Associates, opening a new position worth an estimated $13.1M. The largest seller was L.J. Altfest & Co, exiting entirely with an estimated $21.4M sold.

  • 121 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q2 2025, up from 102 in Q1 2025.
  • Funds reported $338M of Innovator US Equity Ultra Buffer ETF December stock for Q2 2025, up 14% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q2 2025 and 7 closed out, a net change of +20 holders.
  • The largest Innovator US Equity Ultra Buffer ETF December buyer in Q2 2025 was Richard P. Slaughter Associates, an estimated $13.1M added.
  • The largest Innovator US Equity Ultra Buffer ETF December seller in Q2 2025 was L.J. Altfest & Co, an estimated $21.4M sold.

Based on aggregated 13F filings for Q2 2025.