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UDEC

Innovator US Equity Ultra Buffer ETF December

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: 102121 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
76
PKS Advisory Services
New York
$418K -$11.6K -332 -3%
BTI
77
Blue Trust Inc
Georgia
$399K +$178K +5,103 +87%
SAM
78
Summit Asset Management
Tennessee
$387K -$33.4K -960 -8%
AWA
79
Arkadios Wealth Advisors
Georgia
$367K -$348 -10 -0.1%
SWA
80
Stratos Wealth Advisors
Ohio
$364K
MCC
81
Money Concepts Capital
Florida
$363K
MOS
82
MGO One Seven
Ohio
$353K +$85K +2,440 +34%
ACM
83
Advance Capital Management
Michigan
$351K +$335K +9,620 New
SPIA
84
Steward Partners Investment Advisory
New York
$339K +$14.4K +414 +5%
CAG
85
Compass Advisory Group
New York
$336K
WMA
86
William Mack & Associates
Michigan
$336K -$92.4K -2,655 -22%
WTFG
87
Wood Tarver Financial Group
Idaho
$332K -$210K -6,030 -40%
NAS
88
NWF Advisory Services
California
$304K +$291K +8,347 New
Citadel Advisors
89
Citadel Advisors
Florida
$303K +$290K +8,316 New
WA
90
Wealth Alliance
New York
$287K
CWG
91
Cornerstone Wealth Group
North Carolina
$286K
BAM
92
Belpointe Asset Management
Nevada
$277K +$32.3K +928 +14%
W
93
WorthPointe
California
$275K +$25K +719 +11%
CCG
94
Catalina Capital Group
California
$274K +$262K +7,532 New
W
95
WPWealth
Texas
$274K +$262K +7,520 New
Cerity Partners
96
Cerity Partners
New York
$273K
GVAG
97
Great Valley Advisor Group
Delaware
$267K +$255K +7,320 New
MW
98
Maia Wealth
Colorado
$256K +$33.9K +975 +16%
SWP
99
Summit Wealth Partners
Florida
$256K +$36.2K +1,041 +17%
FA
100
FC Advisory
Pennsylvania
$255K -$29.7K -853 -11%

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.