Innovator US Equity Ultra Buffer ETF December
UDEC
48 hedge funds and large institutions have $53.9M invested in Innovator US Equity Ultra Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, 18 reducing their positions, and 11 closing their positions.
16.84% more ownership
Funds ownership: 57.1% → 73.94% (+17%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2% less funds holding
Funds holding: 49 → 48 (-1)
6% less capital invested
Capital invested by funds: $57.4M → $53.9M (-$3.5M)
89% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 18
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$7.93M |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$4.26M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.06M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.07M |
| 5 |
JP Morgan Chase
New York
|
+$527K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSRI
51
Michael S. Ryan Inc
Latham,
New York
| – | -$1.2M | -39,613 | Closed |
|
|
AWA
52
Arete Wealth Advisors
Chicago,
Illinois
| – | -$952K | -31,538 | Closed |
|
|
WFAG
53
Worth Financial Advisory Group
Charlotte,
North Carolina
| – | -$654K | -21,660 | Closed |
|
|
CWS
54
Cypress Wealth Services
Palm Desert,
California
| – | -$560K | -18,335 | Closed |
|
|
GS
55
GTS Securities
New York
| – | -$424K | -14,041 | Closed |
|
|
CFCI
56
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| – | -$413K | -13,520 | Closed |
|
57
Envestnet Asset Management
Chicago,
Illinois
| – | -$246K | -8,150 | Closed |
|
|
SHIM
58
Stone House Investment Management
Tunkhannock,
Pennsylvania
| – | -$209K | -6,927 | Closed |
|
|
WP
59
WealthShield Partners
Cary,
North Carolina
| – | -$104K | -3,443 | Closed |
|
UDEC Hedge Fund Activity: Q3 2023 in Review
48 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q3 2023, worth a combined $53.9M — down 6.1% from $57.4M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of UDEC and 10 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 2 added.
The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $7.93M. The largest seller was Old Mission Capital, exiting entirely with an estimated $8.17M sold.
- 48 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q3 2023, down from 49 in Q2 2023.
- Funds reported $53.9M of Innovator US Equity Ultra Buffer ETF December stock for Q3 2023, down 6.1% quarter-over-quarter.
- 10 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q3 2023 and 11 closed out, a net change of -1 holder.
- The largest Innovator US Equity Ultra Buffer ETF December buyer in Q3 2023 was Soltis Investment Advisors, an estimated $7.93M added.
- The largest Innovator US Equity Ultra Buffer ETF December seller in Q3 2023 was Old Mission Capital, an estimated $8.17M sold.
Based on aggregated 13F filings for Q3 2023.