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UDEC

Innovator US Equity Ultra Buffer ETF December
UDEC

49 hedge funds and large institutions have $927M invested in Innovator US Equity Ultra Buffer ETF December in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,850% more capital invested

Capital invested by funds: $23.5M → $927M (+$904M)

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

53% more funds holding

Funds holding: 32 → 49 (+17)

17.95% more ownership

Funds ownership: 53.41% → 71.36% (+18%)

Holders
49
Holders Change
+17
Holders Change %
+53.13%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
13
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
Fermata Advisors
California
+$6.31M
2
NA
NewEdge Advisors
Louisiana
+$5.52M
3
BCM
Brookstone Capital Management
Illinois
+$4.51M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.03M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.09M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$837K
2
SWM
Spire Wealth Management
Virginia
-$569K
3
AA
Advisory Alpha
Michigan
-$473K
4
SAF
Smith Anglin Financial
Texas
-$391K
5
VCM
Virtue Capital Management
Tennessee
-$339K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
Advisory Alpha
Michigan
– -$473K -16,950 Closed
SAF
52
Smith Anglin Financial
Texas
– -$391K -14,035 Closed
VCM
53
Virtue Capital Management
Tennessee
– -$339K -12,162 Closed
JWBC
54
John W. Brooker & Co
California
– -$120K -4,300 Closed
1 2
3

UDEC Hedge Fund Activity: Q4 2022 in Review

49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q4 2022, worth a combined $927M — up 3,850% from $23.5M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UDEC positions and 5 closed out — a net gain of 18 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Fermata Advisors, opening a new position worth an estimated $6.31M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $837K sold.

  • 49 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q4 2022, up from 32 in Q3 2022.
  • Funds reported $927M of Innovator US Equity Ultra Buffer ETF December stock for Q4 2022, up 3,850% quarter-over-quarter.
  • 23 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q4 2022 and 5 closed out, a net change of +18 holders.
  • The largest Innovator US Equity Ultra Buffer ETF December buyer in Q4 2022 was Fermata Advisors, an estimated $6.31M added.
  • The largest Innovator US Equity Ultra Buffer ETF December seller in Q4 2022 was Envestnet Asset Management, an estimated $837K sold.

Based on aggregated 13F filings for Q4 2022.