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UDEC

Innovator US Equity Ultra Buffer ETF December
UDEC

118 hedge funds and large institutions have $233M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

10% more capital invested

Capital invested by funds: $212M → $233M (+$21.4M)

3.5% more ownership

Funds ownership: 72.85% → 76.35% (+3.5%)

3% more funds holding

Funds holding: 115 → 118 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

22% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 37

Holders
118
Holders Change
+3
Holders Change %
+2.61%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
29
Reduced
37
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$42.1M
2
Jane Street
Jane Street
New York
+$1.61M
3
GIA
Gladstone Institutional Advisory
Florida
+$1.44M
4
SWM
Spire Wealth Management
Virginia
+$1.34M
5
AAS
Ameritas Advisory Services
Nebraska
+$1.17M

Top Sellers

1
WIM
WealthPlan Investment Management
Nebraska
-$10.3M
2
FLFS
Family Legacy Financial Solutions
North Carolina
-$6.13M
3
TCM
Triumph Capital Management
Colorado
-$4.19M
4
M1FG
Mach-1 Financial Group
Arkansas
-$3.77M
5
EMAM
Encompass More Asset Management
California
-$3.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Strategic Blueprint
Georgia
$1.8M +$350K +8,977 +25%
AIA
27
AssuredPartners Investment Advisors
Florida
$1.8M +$820K +21,029 +86%
ASN
28
Advisory Services Network
Georgia
$1.68M +$218K +5,590 +15%
Jane Street
29
Jane Street
New York
$1.64M +$1.61M +41,275 New
AWA
30
Arete Wealth Advisors
Illinois
$1.61M -$200K -5,133 -11%
CRWM
31
Castle Rock Wealth Management
California
$1.58M – – –
GIA
32
Gladstone Institutional Advisory
Florida
$1.46M +$1.44M +36,930 New
AAS
33
Ameritas Advisory Services
Nebraska
$1.37M +$1.17M +30,097 +669%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1.33M – – –
WP
35
WealthPLAN Partners
Nebraska
$1.17M -$2.08M -53,329 -64%
SA
36
Sonoma Allocations
California
$1.05M +$214K +5,493 +26%
OWA
37
Octavia Wealth Advisors
Ohio
$1.04M -$6.47K -166 -0.6%
FFG
38
Fiduciary Financial Group
California
$1.02M +$277K +7,096 +38%
KPWS
39
Kestra Private Wealth Services
Texas
$912K -$74.1K -1,900 -8%
T
40
TrustBank
Illinois
$864K +$850K +21,790 New
LWM
41
Lakeridge Wealth Management
Ohio
$740K +$5.97K +153 +0.8%
WP
42
WealthShield Partners
North Carolina
$717K +$15.6K +401 +2%
AWM
43
AE Wealth Management
Kansas
$710K +$43.1K +1,105 +7%
SEP
44
Signature Equity Partners
Ohio
$696K +$685K +17,555 New
NA
45
NewEdge Advisors
Louisiana
$681K -$6.32K -162 -0.9%
OPA
46
Old Port Advisors
Maine
$669K – – –
DAS
47
Diversify Advisory Services
Utah
$663K – – –
SAG
48
SageView Advisory Group
California
$655K +$29.5K +757 +5%
BCG
49
Bravias Capital Group
New Jersey
$647K -$20.9K -535 -3%
AIC
50
Archer Investment Corporation
Indiana
$595K +$103K +2,649 +21%
1
2
3 4 5

UDEC Hedge Fund Activity: Q4 2025 in Review

118 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q4 2025, worth a combined $233M — up 10% from $212M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UDEC positions and 17 closed out — a net gain of 4 holders — while 29 added to existing stakes and 37 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $42.1M. The largest seller was WealthPlan Investment Management, cutting an estimated $10.3M.

  • 118 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q4 2025, up from 115 in Q3 2025.
  • Funds reported $233M of Innovator US Equity Ultra Buffer ETF December stock for Q4 2025, up 10% quarter-over-quarter.
  • 21 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q4 2025 and 17 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Ultra Buffer ETF December buyer in Q4 2025 was Brookstone Capital Management, an estimated $42.1M added.
  • The largest Innovator US Equity Ultra Buffer ETF December seller in Q4 2025 was WealthPlan Investment Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2025.