Innovator US Equity Ultra Buffer ETF December
UDEC
32 hedge funds and large institutions have $19.6M invested in Innovator US Equity Ultra Buffer ETF December in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
23% more funds holding
Funds holding: 26 → 32 (+6)
22% more capital invested
Capital invested by funds: $16M → $19.6M (+$3.52M)
3.85% less ownership
Funds ownership: 50.12% → 46.28% (-3.8%)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$3.1M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$806K |
| 3 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$744K |
| 4 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
+$713K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$1.28M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.07M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$941K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$660K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$622K |
UDEC Hedge Fund Activity: Q4 2021 in Review
32 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q4 2021, worth a combined $19.6M — up 22% from $16M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new UDEC positions and 3 closed out — a net gain of 7 holders — while 7 added to existing stakes and 10 trimmed.
The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $3.1M. The largest seller was Soltis Investment Advisors, cutting an estimated $1.28M.
- 32 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q4 2021, up from 26 in Q3 2021.
- Funds reported $19.6M of Innovator US Equity Ultra Buffer ETF December stock for Q4 2021, up 22% quarter-over-quarter.
- 10 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q4 2021 and 3 closed out, a net change of +7 holders.
- The largest Innovator US Equity Ultra Buffer ETF December buyer in Q4 2021 was Kingsview Wealth Management, an estimated $3.1M added.
- The largest Innovator US Equity Ultra Buffer ETF December seller in Q4 2021 was Soltis Investment Advisors, an estimated $1.28M sold.
Based on aggregated 13F filings for Q4 2021.