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UDEC

Innovator US Equity Ultra Buffer ETF December

115 hedge funds and large institutions have $212M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 121115 (-6)

9.45% less ownership

Funds ownership: 82.3%72.85% (-9.5%)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

37% less capital invested

Capital invested by funds: $338M → $212M (-$126M)

65% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 52

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
115
Holders Change
-6
Holders Change %
-4.96%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
18
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
101
Physician Wealth Advisors
Utah
$175K
AAS
102
Ameritas Advisory Services
Nebraska
$173K +$110K +2,944 +189%
MAM
103
MMA Asset Management
Pennsylvania
$172K +$167K +4,478 New
Barclays
104
Barclays
United Kingdom
$82.8K +$8.33K +223 +12%
ACA
105
Aptus Capital Advisors
Alabama
$80.6K -$41.1K -1,100 -34%
NWMP
106
Noble Wealth Management PBC
Colorado
$76.7K +$74.7K +2,000 New
HIA
107
Harbor Investment Advisory
Maryland
$55.9K
UBS Group
108
UBS Group
Switzerland
$39.6K -$144K -3,854 -79%
DFA
109
DHJJ Financial Advisors
Illinois
$21.1K
IA
110
IFP Advisors
Florida
$17.7K -$26.1K -700 -60%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$15K +$14.9K +400 New
AssetMark Inc
112
AssetMark Inc
California
$14.6K
EWA
113
EverSource Wealth Advisors
Alabama
$11.5K
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$5K +$5.3K +142 New
Morgan Stanley
115
Morgan Stanley
New York
$4.11K
TAP
116
Tounjian Advisory Partners
Florida
-$6.46M -188,438 Closed
IWM
117
IHT Wealth Management
Illinois
-$4.05M -111,257 Closed
PCS
118
Private Client Services
Kentucky
-$3.11M -85,253 Closed
Jane Street
119
Jane Street
New York
-$1.88M -51,665 Closed
FFS
120
Founders Financial Securities
Maryland
-$932K -25,577 Closed
NFG
121
Nations Financial Group
Iowa
-$684K -18,780 Closed
PAS
122
PKS Advisory Services
New York
-$418K -11,465 Closed
AWA
123
Arkadios Wealth Advisors
Georgia
-$367K -10,072 Closed
ACM
124
Advance Capital Management
Michigan
-$351K -9,620 Closed
AWM
125
Accurate Wealth Management
Florida
-$250K -6,824 Closed

UDEC Hedge Fund Activity: Q3 2025 in Review

115 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q3 2025, worth a combined $212M — down 37% from $338M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UDEC and 12 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 18 added.

The largest buyer was Mach-1 Financial Group, opening a new position worth an estimated $3.67M. The largest seller was Brookstone Capital Management, cutting an estimated $60M.

  • 115 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q3 2025, down from 121 in Q2 2025.
  • Funds reported $212M of Innovator US Equity Ultra Buffer ETF December stock for Q3 2025, down 37% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q3 2025 and 16 closed out, a net change of -4 holders.
  • The largest Innovator US Equity Ultra Buffer ETF December buyer in Q3 2025 was Mach-1 Financial Group, an estimated $3.67M added.
  • The largest Innovator US Equity Ultra Buffer ETF December seller in Q3 2025 was Brookstone Capital Management, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2025.