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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
HI
76
Harbour Investments
Wisconsin
$349K +$77.4K +1,984 +29%
FHC
77
First Heartland Consultants
Missouri
$330K -$135K -3,450 -29%
CA
78
Clearstead Advisors
Ohio
$319K +$314K +8,041 New
RRA
79
Red Reef Advisors
Florida
$318K +$313K +8,014 New
CF
80
Centaurus Financial
California
$313K -$410K -10,520 -57%
WA
81
Wealth Alliance
New York
$312K – – –
CWG
82
Cornerstone Wealth Group
North Carolina
$311K – – –
AFP
83
Ausdal Financial Partners
Iowa
$303K -$16.9K -434 -5%
W
84
WPWealth
Texas
$298K – – –
Cerity Partners
85
Cerity Partners
New York
$297K – – –
W
86
WorthPointe
California
$297K – – –
GVAG
87
Great Valley Advisor Group
Delaware
$290K – – –
OCFG
88
O'Connor Financial Group
Illinois
$288K +$282K +7,232 New
WS
89
Wedbush Securities
California
$288K -$56.9K -1,460 -17%
FA
90
FC Advisory
Pennsylvania
$278K – – –
RPSA
91
Richard P. Slaughter Associates
Texas
$276K – – –
CB
92
Chris Bulman
California
$268K +$264K +6,766 New
MW
93
Maia Wealth
Colorado
$261K -$468 -12 -0.2%
BAM
94
Belpointe Asset Management
Nevada
$241K – – –
KWA
95
Kellett Wealth Advisors
Ohio
$235K -$2.37M -60,679 -91%
CIAS
96
Capital Investment Advisory Services
North Carolina
$233K – – –
BFWM
97
Bright Futures Wealth Management
New York
$227K +$223K +5,726 New
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$219K -$252K -6,471 -54%
MFG
99
MTM Financial Group
Pennsylvania
$216K -$6.83K -175 -3%
MWM
100
MY Wealth Management
Maryland
$209K – – –
2 3
4
5 6

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.