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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
AWM
101
Accurate Wealth Management
Florida
$250K -$17K -487 -7%
NA
102
Novus Advisors
South Carolina
$230K
HF
103
HRT Financial
New York
$227K +$217K +6,234 New
CIAS
104
Capital Investment Advisory Services
North Carolina
$214K
MFG
105
MTM Financial Group
Pennsylvania
$205K +$196K +5,634 New
EWM
106
Evolution Wealth Management
Florida
$193K +$184K +5,293 New
UBS Group
107
UBS Group
Switzerland
$178K +$170K +4,886 New
PWA
108
Physician Wealth Advisors
Utah
$166K +$1.74K +50 +1%
AWM
109
Atticus Wealth Management
Florida
$161K
ACA
110
Aptus Capital Advisors
Alabama
$117K +$36.6K +1,050 +49%
GWANC
111
Guardian Wealth Advisors (North Carolina)
North Carolina
$117K +$36.6K +1,050 +49%
Barclays
112
Barclays
United Kingdom
$70.5K +$67.4K +1,936 New
AF
113
Allworth Financial
California
$61.9K
AAS
114
Ameritas Advisory Services
Nebraska
$56.7K -$631K -18,112 -92%
HIA
115
Harbor Investment Advisory
Maryland
$53.1K
IA
116
IFP Advisors
Florida
$42.3K -$43.3K -1,243 -52%
DFA
117
DHJJ Financial Advisors
Illinois
$20K
AAP
118
Arax Advisory Partners
Colorado
$15.4K
AssetMark Inc
119
AssetMark Inc
California
$13.8K +$13.2K +380 New
EWA
120
EverSource Wealth Advisors
Alabama
$10.9K
Morgan Stanley
121
Morgan Stanley
New York
$3.9K
LJAC
122
L.J. Altfest & Co
New York
-$21.4M -622,655 Closed
ACM
123
Avalon Capital Management
California
-$3.02M -88,007 Closed
LIWM
124
Long Island Wealth Management
New York
-$1.41M -40,965 Closed
FA
125
Fermata Advisors
California
-$820K -23,921 Closed

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.