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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
RFW
51
Redwood Family Wealth
Texas
$573K +$563K +14,447 New
GSIAS
52
Garden State Investment Advisory Services
New Jersey
$571K -$7.8K -200 -1%
AWM
53
Axxcess Wealth Management
California
$558K – – –
QCM
54
Quantinno Capital Management
New York
$558K – – –
FLFS
55
Family Legacy Financial Solutions
North Carolina
$551K -$6.13M -157,180 -92%
KWM
56
Kingsview Wealth Management
Oregon
$544K -$787K -20,188 -60%
NFS
57
NewCorp Financial Services
Georgia
$540K +$531K +13,619 New
NAS
58
NWF Advisory Services
California
$535K – – –
PA
59
PFG Advisors
Arizona
$520K +$512K +13,122 New
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$517K – – –
AFGAS
61
Allegiance Financial Group Advisory Services
Virginia
$515K -$90.1K -2,310 -15%
MCC
62
Money Concepts Capital
Florida
$495K +$99.4K +2,550 +26%
CAS
63
Coppell Advisory Solutions
Texas
$492K -$61.4K -1,575 -11%
AWA
64
Arkadios Wealth Advisors
Georgia
$483K +$475K +12,182 New
SPC
65
Sigma Planning Corp
Michigan
$462K -$1.19M -30,452 -72%
SA
66
Sovran Advisors
California
$445K -$7.92K -203 -2%
TCM
67
Triumph Capital Management
Colorado
$441K -$4.19M -107,538 -91%
BTI
68
Blue Trust Inc
Georgia
$434K – – –
SAM
69
Summit Asset Management
Tennessee
$421K – – –
SWA
70
Stratos Wealth Advisors
Ohio
$396K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$368K – – –
CAG
72
Compass Advisory Group
New York
$366K – – –
WMA
73
William Mack & Associates
Michigan
$366K – – –
WTFG
74
Wood Tarver Financial Group
Idaho
$359K -$1.29K -33 -0.4%
LF
75
Lantz Financial
Illinois
$350K +$344K +8,822 New
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.