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UDEC

Innovator US Equity Ultra Buffer ETF December
UDEC

56 hedge funds and large institutions have $67.3M invested in Innovator US Equity Ultra Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 59 → 56 (-3)

6% less capital invested

Capital invested by funds: $71.3M → $67.3M (-$4.08M)

19.21% less ownership

Funds ownership: 92.94% → 73.73% (-19%)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

44% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 18

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$1.06M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$893K
3
KAS
Kestra Advisory Services
Texas
+$847K
4
OMC
Old Mission Capital
Illinois
+$664K
5
LPL Financial
LPL Financial
California
+$535K

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$5.54M
2
FIA
Foundations Investment Advisors
Arizona
-$3.19M
3
AIA
Alera Investment Advisors
Illinois
-$554K
4
TWM
Tradition Wealth Management
Minnesota
-$483K
5
Osaic Holdings
Osaic Holdings
Arizona
-$330K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
51
WealthShield Partners
North Carolina
$37K – – –
DFA
52
DHJJ Financial Advisors
Illinois
$32.1K – – –
CP
53
Castleview Partners
Texas
$14.4K – – –
UBS Group
54
UBS Group
Switzerland
$4.38K +$4.28K +131 New
Morgan Stanley
55
Morgan Stanley
New York
$3.58K -$3.5K -107 -50%
AAP
56
Arax Advisory Partners
Colorado
$1.91K – – –
SAG
57
SageView Advisory Group
California
– -$12.5K -407,848 Closed
FIA
58
Foundations Investment Advisors
Arizona
– -$3.19M -98,010 Closed
AIA
59
Alera Investment Advisors
Illinois
– -$554K -17,294 Closed
TWM
60
Tradition Wealth Management
Minnesota
– -$483K -15,105 Closed
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
– -$269K -8,395 Closed
TC
62
TownSquare Capital
Utah
– -$204K -6,382 Closed
LIWM
63
Long Island Wealth Management
New York
– -$98K -3,065 Closed
SS
64
Sunbelt Securities
Texas
– -$6.89K -215 Closed
1 2
3

UDEC Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q1 2024, worth a combined $67.3M — down 5.7% from $71.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UDEC and 6 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 10 added.

The largest buyer was Brookstone Capital Management, adding an estimated $1.06M. The largest seller was NewEdge Advisors, cutting an estimated $5.54M.

  • 56 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q1 2024, down from 59 in Q4 2023.
  • Funds reported $67.3M of Innovator US Equity Ultra Buffer ETF December stock for Q1 2024, down 5.7% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q1 2024 and 8 closed out, a net change of -2 holders.
  • The largest Innovator US Equity Ultra Buffer ETF December buyer in Q1 2024 was Brookstone Capital Management, an estimated $1.06M added.
  • The largest Innovator US Equity Ultra Buffer ETF December seller in Q1 2024 was NewEdge Advisors, an estimated $5.54M sold.

Based on aggregated 13F filings for Q1 2024.