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UDEC

Innovator US Equity Ultra Buffer ETF December
UDEC

115 hedge funds and large institutions have $212M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 121 → 115 (-6)

9.45% less ownership

Funds ownership: 82.3% → 72.85% (-9.5%)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

37% less capital invested

Capital invested by funds: $338M → $212M (-$126M)

65% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 52

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
115
Holders Change
-6
Holders Change %
-4.96%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
18
Reduced
52
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M1FG
Mach-1 Financial Group
Arkansas
+$3.67M
2
ATPW
Ashton Thomas Private Wealth
Arizona
+$1.71M
3
WIM
WealthPlan Investment Management
Nebraska
+$754K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$726K
5
AWM
Axxcess Wealth Management
California
+$526K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$60M
2
RPSA
Richard P. Slaughter Associates
Texas
-$13.8M
3
Raymond James Financial
Raymond James Financial
Florida
-$7.6M
4
TAP
Tounjian Advisory Partners
Florida
-$6.46M
5
IWM
IHT Wealth Management
Illinois
-$4.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.29M – – –
IWM
27
IMG Wealth Management
Florida
$1.97M -$3.47K -93 -0.2%
DLHL
28
Donald L. Hagan LLC
Florida
$1.93M -$127K -3,403 -6%
LPL Financial
29
LPL Financial
California
$1.9M +$23.4K +628 +1%
MW
30
MBL Wealth
North Carolina
$1.79M -$69.6K -1,865 -4%
ATPW
31
Ashton Thomas Private Wealth
Arizona
$1.76M +$1.71M +45,899 New
AWA
32
Arete Wealth Advisors
Illinois
$1.75M -$152K -4,059 -8%
SPC
33
Sigma Planning Corp
Michigan
$1.62M -$74K -1,983 -4%
SWM
34
Spire Wealth Management
Virginia
$1.55M -$476K -12,747 -24%
CRWM
35
Castle Rock Wealth Management
California
$1.52M -$101K -2,709 -6%
ASN
36
Advisory Services Network
Georgia
$1.41M – – –
SB
37
Strategic Blueprint
Georgia
$1.4M -$2.99K -80 -0.2%
KWM
38
Kingsview Wealth Management
Oregon
$1.3M -$71.2K -1,906 -5%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$1.29M -$54.1K -1,450 -4%
BEI
40
Benjamin Edwards Inc
Missouri
$1.15M +$64.2K +1,720 +6%
OWA
41
Octavia Wealth Advisors
Ohio
$1.01M +$30.8K +825 +3%
FPAS
42
Focus Partners Advisor Solutions
Missouri
$974K +$361K +9,666 +63%
MML Investors Services
43
MML Investors Services
Massachusetts
$968K -$14K -376 -1%
CWG
44
Crown Wealth Group
North Carolina
$959K -$43.8K -1,173 -4%
KPWS
45
Kestra Private Wealth Services
Texas
$955K -$213K -5,700 -19%
AIA
46
AssuredPartners Investment Advisors
Florida
$935K -$35.3K -945 -4%
JP Morgan Chase
47
JP Morgan Chase
New York
$913K +$407K +10,891 +84%
SA
48
Sonoma Allocations
California
$792K +$775K +20,759 New
FFG
49
Fiduciary Financial Group
California
$711K – – –
LWM
50
Lakeridge Wealth Management
Ohio
$710K -$18.7K -500 -3%
1
2
3 4 5

UDEC Hedge Fund Activity: Q3 2025 in Review

115 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q3 2025, worth a combined $212M — down 37% from $338M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UDEC and 12 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 18 added.

The largest buyer was Mach-1 Financial Group, opening a new position worth an estimated $3.67M. The largest seller was Brookstone Capital Management, cutting an estimated $60M.

  • 115 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q3 2025, down from 121 in Q2 2025.
  • Funds reported $212M of Innovator US Equity Ultra Buffer ETF December stock for Q3 2025, down 37% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q3 2025 and 16 closed out, a net change of -4 holders.
  • The largest Innovator US Equity Ultra Buffer ETF December buyer in Q3 2025 was Mach-1 Financial Group, an estimated $3.67M added.
  • The largest Innovator US Equity Ultra Buffer ETF December seller in Q3 2025 was Brookstone Capital Management, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2025.