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UDEC

Innovator US Equity Ultra Buffer ETF December
UDEC

121 hedge funds and large institutions have $338M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

19% more funds holding

Funds holding: 102 → 121 (+19)

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

14% more capital invested

Capital invested by funds: $297M → $338M (+$41M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

11.04% less ownership

Funds ownership: 93.34% → 82.3% (-11%)

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
37
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RPSA
Richard P. Slaughter Associates
Texas
+$13.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.66M
3
FIA
Foundations Investment Advisors
Arizona
+$4.79M
4
HighTower Advisors
HighTower Advisors
Illinois
+$3.06M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
LJAC
L.J. Altfest & Co
New York
-$21.4M
2
SA
Sovran Advisors
California
-$8.35M
3
ACM
Avalon Capital Management
California
-$3.02M
4
WP
WealthPLAN Partners
Nebraska
-$1.66M
5
PCS
Private Client Services
Kentucky
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
51
AssuredPartners Investment Advisors
Florida
$922K +$201K +5,759 +29%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$876K +$837K +24,049 New
OMC
53
Old Mission Capital
Illinois
$777K +$742K +21,311 New
GSIAS
54
Garden State Investment Advisory Services
New Jersey
$733K -$183K -5,254 -21%
LWM
55
Lakeridge Wealth Management
Ohio
$693K – – –
NFG
56
Nations Financial Group
Iowa
$684K +$654K +18,780 New
SAG
57
SageView Advisory Group
California
$683K +$180K +5,156 +39%
FFG
58
Fiduciary Financial Group
California
$674K – – –
CF
59
Centaurus Financial
California
$671K +$641K +18,405 New
WP
60
WealthShield Partners
North Carolina
$647K -$78.7K -2,260 -11%
DAS
61
Diversify Advisory Services
Utah
$644K – – –
NA
62
NewEdge Advisors
Louisiana
$632K -$7.55K -217 -1%
OPA
63
Old Port Advisors
Maine
$615K +$588K +16,875 New
BCG
64
Bravias Capital Group
New Jersey
$614K – – –
AFP
65
Ausdal Financial Partners
Iowa
$602K – – –
AWM
66
AE Wealth Management
Kansas
$597K -$86.6K -2,487 -13%
WS
67
Wedbush Securities
California
$584K +$558K +16,027 New
AFGAS
68
Allegiance Financial Group Advisory Services
Virginia
$557K – – –
FPAS
69
Focus Partners Advisor Solutions
Missouri
$557K +$533K +15,298 New
CAS
70
Coppell Advisory Solutions
Texas
$487K +$43.3K +1,243 +10%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$475K – – –
FHC
72
First Heartland Consultants
Missouri
$474K -$52.2K -1,499 -10%
JP Morgan Chase
73
JP Morgan Chase
New York
$470K +$449K +12,900 New
AIC
74
Archer Investment Corporation
Indiana
$452K +$295K +8,479 +216%
HI
75
Harbour Investments
Wisconsin
$450K – – –
1 2
3
4 5

UDEC Hedge Fund Activity: Q2 2025 in Review

121 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q2 2025, worth a combined $338M — up 14% from $297M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UDEC positions and 7 closed out — a net gain of 20 holders — while 37 added to existing stakes and 32 trimmed.

The largest buyer was Richard P. Slaughter Associates, opening a new position worth an estimated $13.1M. The largest seller was L.J. Altfest & Co, exiting entirely with an estimated $21.4M sold.

  • 121 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q2 2025, up from 102 in Q1 2025.
  • Funds reported $338M of Innovator US Equity Ultra Buffer ETF December stock for Q2 2025, up 14% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q2 2025 and 7 closed out, a net change of +20 holders.
  • The largest Innovator US Equity Ultra Buffer ETF December buyer in Q2 2025 was Richard P. Slaughter Associates, an estimated $13.1M added.
  • The largest Innovator US Equity Ultra Buffer ETF December seller in Q2 2025 was L.J. Altfest & Co, an estimated $21.4M sold.

Based on aggregated 13F filings for Q2 2025.