Innovator US Equity Ultra Buffer ETF December
UDEC
33 hedge funds and large institutions have $28.8M invested in Innovator US Equity Ultra Buffer ETF December in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
22% more funds holding
Funds holding: 27 → 33 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14.72% less ownership
Funds ownership: 61.1% → 46.38% (-15%)
15% less capital invested
Capital invested by funds: $33.9M → $28.8M (-$5.07M)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$4.47M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
+$3.19M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.15M |
| 4 |
AIA
Alera Investment Advisors
Deerfield,
Illinois
|
+$497K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$339K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$14.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$464K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$319K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$301K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$235K |
UDEC Hedge Fund Activity: Q1 2021 in Review
33 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q1 2021, worth a combined $28.8M — down 15% from $33.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UDEC positions and 2 closed out — a net gain of 7 holders — while 4 added to existing stakes and 9 trimmed.
The largest buyer was Tradition Wealth Management, adding an estimated $4.47M. The largest seller was Atria Investments, exiting entirely with an estimated $14.2M sold.
- 33 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q1 2021, up from 27 in Q4 2020.
- Funds reported $28.8M of Innovator US Equity Ultra Buffer ETF December stock for Q1 2021, down 15% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q1 2021 and 2 closed out, a net change of +7 holders.
- The largest Innovator US Equity Ultra Buffer ETF December buyer in Q1 2021 was Tradition Wealth Management, an estimated $4.47M added.
- The largest Innovator US Equity Ultra Buffer ETF December seller in Q1 2021 was Atria Investments, an estimated $14.2M sold.
Based on aggregated 13F filings for Q1 2021.